← 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	NPC National Planning Corporation El Segundo, California	$1.04M	+$280K	1	0.09%	Increased
602	MJP Michael J. Puzo	$1.04M	-$744K	2	0.67%	Reduced
603	SIC SFE Investment Counsel Los Angeles, California	$1.03M	-$78K	1	0.42%	Reduced
604	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.03M	-$1.48K	1	0.17%	Reduced
605	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.02M	+$915K	1	0.23%	Increased
606	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.02M	+$16.2K	1	0.65%	Increased
607	HIM Harbour Investment Management Edmonds, Washington	$1.02M	+$101K	1	0.77%	Increased
608	Advisory Services Network Atlanta, Georgia	$1.02M	+$121K	3	0.3%	Increased
609	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.01M	+$50.1K	2	0.75%	Increased
610	Veritable Wilmington, Delaware	$1.01M	-$837K	1	0.03%	Reduced
611	Meiji Yasuda Life Insurance Tokyo, Japan	$1.01M	$0	1	0.16%	Maintained
612	PG Patten Group Chattanooga, Tennessee	$998K	-$5.29K	1	0.47%	Reduced
613	RDM Retirement Design & Management Westport, Connecticut	$996K	+$24.3K	1	0.86%	Increased
614	First Manhattan New York	$991K	+$8.33K	4	0.01%	Increased
615	MLICM Metropolitan Life Insurance Company (MetLife) New York	$984K	+$746K	2	0.01%	Increased
616	Daiwa Securities Group Tokyo, Japan	$982K	-$28.2K	1	0.01%	Reduced
617	Thompson Siegel & Walmsley Richmond, Virginia	$977K	-$3.53K	1	0.02%	Reduced
618	NRS Neville Rodie & Shaw New York	$972K	-$87.5K	1	0.11%	Reduced
619	WIA Westbourne Investment Advisors Annapolis, Maryland	$967K	+$1.01M	1	0.88%	New
620	Shelton Capital Management Denver, Colorado	$966K	+$132K	2	0.1%	Increased
621	MAM Mizuho Asset Management Tokyo, Japan	$964K	+$781K	1	0.23%	Increased
622	Summit Partners Public Asset Management Boston, Massachusetts	$964K	+$1.22M	1	0.34%	New
623	Capital Analysts LLC Fort Washington, Pennsylvania	$959K	-$67.1K	1	0.2%	Reduced
624	Conning Inc Hartford, Connecticut	$953K	+$61.8K	1	0.04%	Increased
625	MCM Mork Capital Management Healdsburg, California	$945K	$0	1	1.11%	Maintained