← 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	Meiji Yasuda Life Insurance Tokyo, Japan	$1.16M	+$8.92K	1	0.2%	Increased
602	Laird Norton Wetherby Wealth Management San Francisco, California	$1.16M	+$29.2K	2	0.33%	Increased
603	ACP Ashfield Capital Partners San Francisco, California	$1.15M	$0	1	0.06%	Maintained
604	TCOT Trust Company of Toledo Holland, Ohio	$1.15M	+$320K	1	0.35%	Increased
605	State of Alaska Department of Revenue Juneau, Alaska	$1.13M	-$125K	1	0.24%	Reduced
606	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.13M	+$1.11M	1	0.17%	New
607	Moneta Group Investment Advisors St Louis, Missouri	$1.13M	-$555K	2	0.66%	Reduced
608	CCT Capital City Trust Tallahassee, Florida	$1.12M	+$16.6K	1	0.49%	Increased
609	FA FDx Advisors Chicago, Illinois	$1.12M	+$455K	2	0.09%	Increased
610	WB Webster Bank Waterbury, Connecticut	$1.11M	-$59.8K	1	0.15%	Reduced
611	MAI Capital Management Independence, Ohio	$1.1M	-$109K	1	0.11%	Reduced
612	CIC Cornercap Investment Counsel Atlanta, Georgia	$1.09M	+$275K	1	0.2%	Increased
613	FA FMA Advisory Harrisburg, Pennsylvania	$1.08M	+$17.1K	1	0.42%	Increased
614	Spot Trading Chicago, Illinois	$1.07M	+$1.02M	3	0.01%	Increased
615	Conning Inc Hartford, Connecticut	$1.06M	+$57.5K	1	0.06%	Increased
616	Covington Capital Management Los Angeles, California	$1.05M	$0	1	0.1%	Maintained
617	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.04M	+$44.5K	1	0.71%	Increased
618	SIC SFE Investment Counsel Los Angeles, California	$1.04M	-$9.36K	1	0.45%	Reduced
619	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.04M	+$1.02M	1	0.15%	New
620	BMM Buffington Mohr McNeal Boise, Idaho	$1.04M	+$773K	1	0.62%	Increased
621	GMIM General Motors Investment Management New York	$1.03M	+$540K	2	0.09%	Increased
622	Profund Advisors Bethesda, Maryland	$1.02M	-$985K	1	0.05%	Reduced
623	KT Kanaly Trust Houston, Texas	$1.01M	-$10.6K	2	0.2%	Reduced
624	FMT First Mercantile Trust Cordova, Tennessee	$1M	-$1.77M	1	0.07%	Reduced
625	IT Investors Trust Dallas, Texas	$1M	$0	1	0.84%	Maintained