← 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	Daiwa Securities Group Tokyo, Japan	$1.02M	-$20.4K	1	0.01%	Reduced
602	First Manhattan New York	$1.01M	-$7	4	0.01%	Reduced
603	Meiji Yasuda Life Insurance Tokyo, Japan	$1.01M	+$103K	1	0.16%	Increased
604	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.01M	+$1.01M	1	0.63%	New
605	Laird Norton Wetherby Wealth Management San Francisco, California	$1.01M	+$78.5K	2	0.25%	Increased
606	PG Patten Group Chattanooga, Tennessee	$1.01M	+$42.8K	1	0.52%	Increased
607	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.01M	+$1M	1	0.11%	New
608	SAM Shell Asset Management The Hague, Netherlands	$1M	-$2.67K	1	0.02%	Reduced
609	CC ClearArc Capital Cincinnati, Ohio	$987K	+$299K	1	0.2%	Increased
610	Thompson Siegel & Walmsley Richmond, Virginia	$987K	+$8.5K	1	0.02%	Increased
611	RDM Retirement Design & Management Westport, Connecticut	$979K	-$23.4K	1	0.85%	Reduced
612	PIA Peachtree Investment Advisors Atlanta, Georgia	$978K	+$57.1K	1	0.7%	Increased
613	SEI Investments Oaks, Pennsylvania	$977K	+$208K	2	0.01%	Increased
614	AFG Albion Financial Group Salt Lake City, Utah	$962K	+$397K	1	0.16%	Increased
615	NPC National Planning Corporation El Segundo, California	$956K	-$53.7K	1	0.09%	Reduced
616	LIA LS Investment Advisors Bloomfield Hills, Michigan	$952K	+$250K	2	0.07%	Increased
617	MCM Mork Capital Management Healdsburg, California	$951K	$0	1	1.1%	Maintained
618	HP Holowesko Partners Nassau, Bahamas	$942K	+$298K	1	0.07%	Increased
619	HIM Harbour Investment Management Edmonds, Washington	$937K	-$183K	1	0.69%	Reduced
620	Advisory Services Network Atlanta, Georgia	$922K	+$45.1K	3	0.25%	Increased
621	BAC Boys Arnold & Co Asheville, North Carolina	$914K	-$47.3K	1	0.17%	Reduced
622	CB Chemical Bank Detroit, Michigan	$909K	+$8.84K	1	0.12%	Increased
623	AI ArchPoint Investors Coral Gables, Florida	$903K	+$397K	2	0.62%	Increased
624	Conning Inc Hartford, Connecticut	$900K	-$6.8K	1	0.04%	Reduced
625	DA Dillon & Associates Jackson, Michigan	$893K	+$816	1	0.43%	Increased