← 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	AMIM Aull & Monroe Investment Management Mobile, Alabama	$724K	+$217K	1	0.47%	Increased
602	Tokio Marine Asset Management Tokyo, Japan	$712K	-$109K	1	0.07%	Reduced
603	Donaldson Capital Management Evansville, Indiana	$710K	-$2.18M	1	0.11%	Reduced
604	RHBC R.H. Bluestein & Co Birmingham, Michigan	$707K	$0	1	0.05%	Maintained
605	DA Dillon & Associates Jackson, Michigan	$702K	+$36.6K	1	0.35%	Increased
606	CB Chemical Bank Detroit, Michigan	$699K	-$5.91K	1	0.1%	Reduced
607	Covington Capital Management Los Angeles, California	$696K	+$1.52K	1	0.07%	Increased
608	Park National Corp Newark, Ohio	$694K	-$18.4K	1	0.05%	Reduced
609	DBT Dubuque Bank & Trust Dubuque, Iowa	$693K	+$214K	2	0.15%	Increased
610	MassMutual Private Wealth & Trust Windsor, Connecticut	$690K	-$140K	2	0.15%	Reduced
611	NRS Neville Rodie & Shaw New York	$688K	-$59K	1	0.08%	Reduced
612	CAM Columbia Asset Management Ann Arbor, Michigan	$687K	+$423K	2	0.28%	Increased
613	SRC Shufro Rose & Co New York	$666K	+$17.5K	1	0.08%	Increased
614	Shelton Capital Management Denver, Colorado	$664K	-$184K	1	0.07%	Reduced
615	IPC Independent Portfolio Consultants Boca Raton, Florida	$662K	-$355K	1	0.14%	Reduced
616	Sigma Planning Corp Ann Arbor, Michigan	$655K	-$649K	1	0.1%	Reduced
617	ODCM Old Dominion Capital Management Charlottesville, Virginia	$653K	+$5.37K	1	0.92%	Increased
618	FHC First Houston Capital Houston, Texas	$652K	-$207K	1	0.62%	Reduced
619	Raymond James Trust St. Petersburg, Florida	$649K	-$1.19M	1	0.07%	Reduced
620	Smithfield Trust Pittsburgh, Pennsylvania	$645K	+$20.4K	1	0.14%	Increased
621	WIA Westbourne Investment Advisors Annapolis, Maryland	$644K	-$106K	1	0.65%	Reduced
622	Clifford Swan Investment Counsel Pasadena, California	$636K	-$3.6K	1	0.05%	Reduced
623	Epoch Investment Partners New York	$632K	+$60.8K	1	0%	Increased
624	PCM Perritt Capital Management Chicago, Illinois	$631K	+$398K	1	0.13%	Increased
625	PAM Princeton Alpha Management Princeton Junction, New Jersey	$625K	-$795K	1	0.13%	Reduced