← 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
576	United Capital Financial Advisors Irving, Texas	$1.3M	-$1.08M	1	0.02%	Reduced
577	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.3M	+$2.37K	2	0.09%	Increased
578	VAM Visium Asset Management New York	$1.3M	+$1.25M	1	0.02%	New
579	Ingalls & Snyder LLC New York	$1.3M	-$51.7K	2	0.06%	Reduced
580	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.29M	$0	1	0.17%	Maintained
581	CK Carnick & Kubik Colorado Springs, Colorado	$1.28M	+$23.4K	1	1.28%	Increased
582	ICOA Investment Centers of America Bismarck, North Dakota	$1.28M	-$251K	1	0.29%	Reduced
583	Parallax Volatility Advisers San Francisco, California	$1.28M	-$244K	2	0.01%	Reduced
584	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.27M	+$9.28K	1	0.21%	Increased
585	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.27M	$0	1	0.08%	Maintained
586	BAC Boys Arnold & Co Asheville, North Carolina	$1.26M	+$57.1K	1	0.22%	Increased
587	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.25M	+$256K	1	0.49%	Increased
588	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.25M	+$876K	1	0.26%	Increased
589	Cornerstone Investment Partners Atlanta, Georgia	$1.24M	$0	1	0.01%	Maintained
590	FMB Field & Main Bank Henderson, Kentucky	$1.24M	$0	1	1.16%	Maintained
591	Fort Washington Investment Advisors Cincinnati, Ohio	$1.24M	+$343K	1	0.02%	Increased
592	PCM Prelude Capital Management New York	$1.24M	+$324K	2	0.16%	Increased
593	GF Gerry Farber New York	$1.24M	+$1.19M	1	1.28%	New
594	HIM Harbour Investment Management Edmonds, Washington	$1.23M	-$2.42K	1	0.79%	Reduced
595	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.23M	-$41.3K	1	0.34%	Reduced
596	WA Winfield Associates Cleveland, Ohio	$1.23M	-$53.1K	1	0.89%	Reduced
597	AAM Azzad Asset Management Falls Church, Virginia	$1.22M	+$30K	2	0.74%	Increased
598	SFP Santa Fe Partners Santa Fe, New Mexico	$1.22M	+$1.18M	1	0.18%	New
599	First Manhattan New York	$1.21M	-$33.2K	4	0.01%	Reduced
600	Smithfield Trust Pittsburgh, Pennsylvania	$1.2M	-$493K	1	0.24%	Reduced