← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2.85M	+$58.9K	1	0.58%	Increased
552	SC Sawyer & Company Boston, Massachusetts	$2.84M	-$1.88K	1	1.28%	Reduced
553	Laird Norton Wetherby Wealth Management San Francisco, California	$2.83M	-$29.1K	2	0.16%	Reduced
554	ATC Argent Trust Co Nashville, Tennessee	$2.82M	+$96.1K	2	0.17%	Increased
555	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.8M	+$387K	2	0.11%	Increased
556	LC Legacy CG Plano, Texas	$2.8M	+$2.89M	1	1.82%	New
557	FIM Fruth Investment Management Houston, Texas	$2.79M	$0	1	0.77%	Maintained
558	AI Acuitas Investments Seattle, Washington	$2.78M	-$163K	1	2.62%	Reduced
559	NRS Neville Rodie & Shaw New York	$2.78M	-$123K	1	0.21%	Reduced
560	DC Diametric Capital Boston, Massachusetts	$2.77M	-$2.09M	1	1.53%	Reduced
561	FHB First Hawaiian Bank Honolulu, Hawaii	$2.7M	+$210K	2	0.08%	Increased
562	MAM Marketfield Asset Management New York	$2.7M	$0	1	2.07%	Maintained
563	Algert Global San Francisco, California	$2.69M	+$1.75M	2	0.18%	Increased
564	Simplex Trading Chicago, Illinois	$2.69M	+$2.52M	4	0%	Increased
565	National Bank of Canada Montreal, Quebec, Canada	$2.68M	-$790K	3	0.01%	Reduced
566	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.65M	-$7.98K	1	1.5%	Reduced
567	CCLA Investment Management London, United Kingdom	$2.65M	$0	1	0.05%	Maintained
568	CP Cumberland Partners Toronto, Ontario, Canada	$2.64M	-$929K	1	0.2%	Reduced
569	Central Trust Company Jefferson City, Missouri	$2.63M	-$52.1K	4	0.08%	Reduced
570	JGUA John G. Ullman & Associates Corning, New York	$2.63M	-$81.9K	1	0.36%	Reduced
571	PHK Point72 Hong Kong Hong Kong	$2.62M	+$1.15M	1	0.09%	Increased
572	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.62M	-$61.8K	1	1.24%	Reduced
573	Jefferies Group New York	$2.56M	-$1.75M	1	0.02%	Reduced
574	GIP Granite Investment Partners El Segundo, California	$2.56M	+$626K	1	0.09%	Increased
575	Clearstead Advisors Cleveland, Ohio	$2.55M	-$240K	2	0.17%	Reduced