← 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	SJIC St. James Investment Company Southlake, Texas	$1.77M	+$1.53M	1	0.17%	Increased
577	SW SVB Wealth Boston, Massachusetts	$1.74M	-$164K	1	0.06%	Reduced
578	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.74M	+$139K	2	0.15%	Increased
579	Gradient Investments Arden Hills, Minnesota	$1.74M	+$537K	4	0.09%	Increased
580	PHS Pekin Hardy Strauss Chicago, Illinois	$1.71M	-$16.2K	1	0.34%	Reduced
581	SAM Selway Asset Management	$1.69M	-$40.5K	1	1.13%	Reduced
582	SP SWS Partners Columbus, Ohio	$1.68M	+$1.72M	1	1.07%	New
583	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$1.67M	-$120K	1	0.31%	Reduced
584	SIM Sonora Investment Management Tucson, Arizona	$1.67M	+$29.3K	2	0.19%	Increased
585	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.66M	-$84.2K	1	1.71%	Reduced
586	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.66M	+$656K	4	0%	Increased
587	Twin Tree Management Dallas, Texas	$1.66M	+$224K	1	0.01%	Increased
588	NIM Northeast Investment Management Boston, Massachusetts	$1.65M	+$1.6M	1	0.13%	New
589	TCOT Trust Company of Toledo Holland, Ohio	$1.65M	+$15.6K	1	0.41%	Increased
590	CIM Cambria Investment Management Manhattan Beach, California	$1.64M	-$54.1K	1	0.25%	Reduced
591	Kentucky Retirement Systems Frankfort, Kentucky	$1.64M	+$95.8K	1	0.14%	Increased
592	BAM Blueshift Asset Management Red Bank, New Jersey	$1.64M	+$1.34M	2	0.22%	Increased
593	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.64M	+$179K	1	0.64%	Increased
594	FIM Fruth Investment Management Houston, Texas	$1.63M	$0	1	0.65%	Maintained
595	MIM Marco Investment Management Atlanta, Georgia	$1.63M	$0	1	0.29%	Maintained
596	Freestone Capital Holdings Seattle, Washington	$1.63M	+$145K	1	0.04%	Increased
597	PK Pflug Koory Omaha, Nebraska	$1.63M	-$8.09K	3	1.25%	Reduced
598	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.61M	-$31.6K	3	0.44%	Reduced
599	CIM CenturyLink Investment Management Denver, Colorado	$1.6M	-$101K	1	0.62%	Reduced
600	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.6M	$0	1	0.02%	Maintained