← 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	HP Holowesko Partners Nassau, Bahamas	$789K	$0	1	0.05%	Maintained
577	SIC SFE Investment Counsel Los Angeles, California	$780K	-$26.8K	1	0.37%	Reduced
578	CPO Cerity Partners OCIO New York	$778K	+$810K	1	0.09%	New
579	Meiji Yasuda Life Insurance Tokyo, Japan	$777K	$0	1	0.12%	Maintained
580	Brookfield Corp Toronto, Ontario, Canada	$774K	-$805K	1	0%	Reduced
581	Epoch Investment Partners New York	$765K	+$129K	1	0%	Increased
582	CA Callahan Advisors Houston, Texas	$760K	-$162K	1	0.22%	Reduced
583	MAM Mizuho Asset Management Tokyo, Japan	$756K	+$6.5K	1	0.16%	Increased
584	Hills Bank & Trust North Liberty, Iowa	$755K	+$503K	1	0.29%	Increased
585	HM Payson & Co Portland, Maine	$753K	-$7.36K	1	0.04%	Reduced
586	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$742K	-$37.9K	2	0%	Reduced
587	AMIM Aull & Monroe Investment Management Mobile, Alabama	$735K	$0	1	0.46%	Maintained
588	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$734K	+$764K	1	0.68%	New
589	HWP Hefty Wealth Partners Auburn, Indiana	$732K	+$763K	1	0.7%	New
590	Daiwa Securities Group Tokyo, Japan	$731K	-$27.1K	1	0%	Reduced
591	Capstone Investment Advisors New York	$723K	+$753K	1	0.02%	New
592	SM Sciencast Management Princeton, New Jersey	$723K	+$753K	1	0.75%	New
593	DTL Dynamic Technology Lab Singapore	$709K	-$150K	1	0.21%	Reduced
594	RHBC R.H. Bluestein & Co Birmingham, Michigan	$709K	$0	1	0.04%	Maintained
595	CG Cutler Group San Francisco, California	$706K	+$732K	3	0.04%	New
596	IFP Advisors Tampa, Florida	$698K	+$725K	5	0.05%	New
597	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$693K	+$113K	1	0.22%	Increased
598	Bartlett & Co Cincinnati, Ohio	$688K	-$402K	2	0.04%	Reduced
599	MC Menta Capital San Francisco, California	$687K	$0	1	0.09%	Maintained
600	Park National Corp Newark, Ohio	$681K	-$24.1K	1	0.05%	Reduced