← 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	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.2M	-$284K	2	0.26%	Reduced
602	HGI Hansberger Global Investors Ft Lauderdale, Florida	$1.19M	-$510K	1	0.34%	Reduced
603	PCM Potomac Capital Management New York	$1.18M	+$1.04M	1	0.93%	New
604	State of Alaska Department of Revenue Juneau, Alaska	$1.16M	$0	1	0.24%	Maintained
605	SouthState Corp Winter Haven, Florida	$1.16M	+$46.1K	2	0.19%	Increased
606	Thompson Siegel & Walmsley Richmond, Virginia	$1.16M	+$338K	1	0.02%	Increased
607	Moore Capital Management New York	$1.15M	+$668K	1	0.03%	Increased
608	SCM Stevens Capital Management Radnor, Pennsylvania	$1.14M	+$864K	2	0.03%	Increased
609	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.14M	-$165K	1	1.09%	Reduced
610	CCT Capital City Trust Tallahassee, Florida	$1.13M	-$19.3K	1	0.47%	Reduced
611	NIMC NWQ Investment Management Company Los Angeles, California	$1.13M	-$1.11M	1	0.01%	Reduced
612	HA Hamel Associates Chatham, New Jersey	$1.11M	$0	1	0.73%	Maintained
613	GIM Guardian Investment Management Tiburon, California	$1.1M	+$315K	1	1.2%	Increased
614	FA FMA Advisory Harrisburg, Pennsylvania	$1.09M	-$14.7K	1	0.4%	Reduced
615	Moneta Group Investment Advisors St Louis, Missouri	$1.09M	-$4.45K	2	0.59%	Reduced
616	TCOT Trust Company of Toledo Holland, Ohio	$1.09M	+$66.7K	1	0.32%	Increased
617	IIM Ironwood Investment Management Boston, Massachusetts	$1.08M	-$113K	1	0.17%	Reduced
618	GHA GW Henssler & Associates Kennesaw, Georgia	$1.07M	-$144K	1	0.13%	Reduced
619	Laird Norton Wetherby Wealth Management San Francisco, California	$1.07M	-$18K	2	0.3%	Reduced
620	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
621	JIR James Investment Research Alpha, Ohio	$1.06M	-$1.5M	1	0.03%	Reduced
622	SIC SFE Investment Counsel Los Angeles, California	$1.06M	-$12.1K	1	0.43%	Reduced
623	WCF West Coast Financial Santa Barbara, California	$1.05M	-$488K	1	0.55%	Reduced
624	MAI Capital Management Independence, Ohio	$1.05M	-$80.1K	1	0.1%	Reduced
625	Profund Advisors Bethesda, Maryland	$1.05M	+$2.23K	1	0.05%	Increased