← 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	CP Camelot Portfolios Maumee, Ohio	$1.01M	-$25.5K	1	0.62%	Reduced
577	Thompson Siegel & Walmsley Richmond, Virginia	$998K	+$23K	1	0.02%	Increased
578	MAM Meeder Asset Management Dublin, Ohio	$994K	+$877K	1	0.09%	New
579	SIC SFE Investment Counsel Los Angeles, California	$990K	+$45.6K	1	0.46%	Increased
580	PVWM Point View Wealth Management Summit, New Jersey	$974K	+$306K	1	0.63%	Increased
581	Shelton Capital Management Denver, Colorado	$967K	+$209K	2	0.09%	Increased
582	RegentAtlantic Capital Morristown, New Jersey	$948K	-$240K	1	0.1%	Reduced
583	Swiss Life Asset Management Zurich,	$940K	+$215K	1	0.04%	Increased
584	First Manhattan New York	$937K	-$63K	4	0.01%	Reduced
585	SA Strategic Advisors New York	$930K	-$106K	1	0.53%	Reduced
586	FHC First Houston Capital Houston, Texas	$920K	+$204K	1	0.88%	Increased
587	RWA River Wealth Advisors Camp Hill, Pennsylvania	$914K	-$35.8K	1	0.55%	Reduced
588	MLICM Metropolitan Life Insurance Company (MetLife) New York	$913K	$0	2	0.01%	Maintained
589	HIM Harbour Investment Management Edmonds, Washington	$887K	-$20.3K	1	0.68%	Reduced
590	AMIM Aull & Monroe Investment Management Mobile, Alabama	$876K	-$5.52K	1	0.53%	Reduced
591	Susquehanna International Group Bala Cynwyd, Pennsylvania	$873K	-$6.18M	2	0%	Reduced
592	BA BKS Advisors Southfield, Michigan	$872K	+$51.4K	1	0.45%	Increased
593	Tokio Marine Asset Management Tokyo, Japan	$871K	+$52.9K	1	0.09%	Increased
594	AFG Albion Financial Group Salt Lake City, Utah	$866K	+$247K	1	0.15%	Increased
595	HP Holowesko Partners Nassau, Bahamas	$864K	$0	1	0.06%	Maintained
596	HL Financial Services Louisville, Kentucky	$860K	-$468K	1	0.02%	Reduced
597	Raymond James Trust St. Petersburg, Florida	$857K	-$410K	1	0.08%	Reduced
598	Sigma Planning Corp Ann Arbor, Michigan	$855K	+$33.6K	1	0.12%	Increased
599	GC GMT Capital Atlanta, Georgia	$836K	-$6.88M	1	0.02%	Reduced
600	PCM Perritt Capital Management Chicago, Illinois	$828K	$0	1	0.21%	Maintained