← 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	Twin Tree Management Dallas, Texas	$3.66M	-$465K	2	0.01%	Reduced
552	MIM Moseley Investment Management Bradenton, Florida	$3.65M	+$55.3K	1	2.37%	Increased
553	SCP Shorepoint Capital Partners Norwood, Massachusetts	$3.65M	-$110K	1	1.04%	Reduced
554	Meiji Yasuda Life Insurance Tokyo, Japan	$3.64M	+$432K	1	0.07%	Increased
555	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$3.64M	-$143K	1	2.25%	Reduced
556	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$3.61M	-$285K	1	0.15%	Reduced
557	IEQ Capital Foster City, California	$3.59M	+$276K	2	0.08%	Increased
558	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.57M	+$437K	1	0.27%	Increased
559	FTDI First Trust Direct Indexing Boston, Massachusetts	$3.55M	+$247K	2	0.42%	Increased
560	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.55M	+$400K	1	2.54%	Increased
561	Dana Investment Advisors Waukesha, Wisconsin	$3.54M	-$83.2K	1	0.18%	Reduced
562	MAM Mystic Asset Management Warwick, Rhode Island	$3.51M	-$47.4K	1	1.94%	Reduced
563	NWM Northwest Wealth Management Spencer, Iowa	$3.51M	+$251K	1	1.34%	Increased
564	SFI Siemens Fonds Invest Munich, Germany	$3.5M	-$8.82K	1	0.37%	Reduced
565	MassMutual Private Wealth & Trust Windsor, Connecticut	$3.48M	-$89.8K	2	0.13%	Reduced
566	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$3.45M	+$204K	2	0.12%	Increased
567	Optiver Holding Amsterdam, Netherlands	$3.45M	+$3.37M	1	0%	New
568	CIBC World Markets New York	$3.45M	-$6.93M	1	0.06%	Reduced
569	SSB Sandy Spring Bank Olney, Maryland	$3.44M	+$59.9K	3	0.2%	Increased
570	HFM Hartford Financial Management Hartford, Connecticut	$3.43M	$0	1	0.89%	Maintained
571	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$3.42M	-$4.16K	1	2.62%	Reduced
572	Park Avenue Securities New York	$3.42M	+$185K	3	0.06%	Increased
573	Cantor Fitzgerald New York	$3.41M	-$258K	1	0.07%	Reduced
574	Norinchukin Bank Tokyo, Japan	$3.4M	+$130K	1	0.07%	Increased
575	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.36M	-$353K	1	1.18%	Reduced