← 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
601	AAM Azzad Asset Management Falls Church, Virginia	$1.21M	+$37K	2	0.87%	Increased
602	WB Webster Bank Waterbury, Connecticut	$1.2M	-$80.9K	1	0.17%	Reduced
603	CAM Carret Asset Management New York	$1.2M	+$194K	2	0.25%	Increased
604	Stephens Inc Little Rock, Arkansas	$1.2M	-$147K	1	0.06%	Reduced
605	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.2M	$0	1	0.12%	Maintained
606	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.2M	-$125K	1	0.08%	Reduced
607	ACP Ashfield Capital Partners San Francisco, California	$1.19M	$0	1	0.06%	Maintained
608	Meiji Yasuda Life Insurance Tokyo, Japan	$1.16M	+$2.63K	1	0.2%	Increased
609	Laird Norton Wetherby Wealth Management San Francisco, California	$1.15M	+$13K	2	0.33%	Increased
610	GHA GW Henssler & Associates Kennesaw, Georgia	$1.15M	+$40.7K	1	0.13%	Increased
611	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.15M	+$330K	1	0.87%	Increased
612	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.14M	+$1.07M	1	0.09%	New
613	DIA Dean Investment Associates Beavercreek, Ohio	$1.14M	+$46K	1	0.27%	Increased
614	WhitTier Trust Company Reno, Nevada	$1.13M	+$59.8K	2	0.14%	Increased
615	CCT Capital City Trust Tallahassee, Florida	$1.12M	+$61.9K	1	0.48%	Increased
616	MUFG Americas New York	$1.11M	+$212K	2	0.04%	Increased
617	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.11M	-$195K	2	0.08%	Reduced
618	Covington Capital Management Los Angeles, California	$1.08M	$0	1	0.11%	Maintained
619	DCM Dynamic Capital Management St. Helier, Jersey	$1.08M	+$384K	1	0.2%	Increased
620	AF Arrow Financial Glens Falls, New York	$1.08M	+$24.9K	1	0.31%	Increased
621	FA FMA Advisory Harrisburg, Pennsylvania	$1.07M	+$27.8K	1	0.44%	Increased
622	SAM Symphony Asset Management San Francisco, California	$1.07M	+$1M	2	0.08%	New
623	SIC SFE Investment Counsel Los Angeles, California	$1.06M	-$5.69K	1	0.46%	Reduced
624	Wasatch Advisors Salt Lake City, Utah	$1.04M	+$886K	1	0.01%	New
625	Dodge & Cox San Francisco, California	$1.04M	-$64K	1	0%	Reduced