← 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	Cetera Advisor Networks El Segundo, California	$680K	+$214K	1	0.04%	Increased
602	Covington Capital Management Los Angeles, California	$680K	-$18.4K	1	0.07%	Reduced
603	Sigma Planning Corp Ann Arbor, Michigan	$679K	+$15.8K	1	0.1%	Increased
604	BA BKS Advisors Southfield, Michigan	$677K	-$152K	1	0.35%	Reduced
605	Tokio Marine Asset Management Tokyo, Japan	$675K	-$49.5K	1	0.07%	Reduced
606	ZCM Zebra Capital Management Stamford, Connecticut	$675K	+$46.6K	1	0.37%	Increased
607	ODCM Old Dominion Capital Management Charlottesville, Virginia	$672K	+$10.2K	1	0.85%	Increased
608	Shelton Capital Management Denver, Colorado	$667K	$0	1	0.06%	Maintained
609	Nomura Holdings Tokyo, Japan	$666K	+$685K	2	0%	New
610	Stratos Wealth Partners Beachwood, Ohio	$665K	+$58.2K	1	0.06%	Increased
611	SRC Shufro Rose & Co New York	$664K	-$3.68K	1	0.08%	Reduced
612	Clifford Swan Investment Counsel Pasadena, California	$660K	+$14.9K	1	0.05%	Increased
613	Cornerstone Investment Partners Atlanta, Georgia	$655K	-$386K	1	0.02%	Reduced
614	Smithfield Trust Pittsburgh, Pennsylvania	$655K	+$812	1	0.14%	Increased
615	Fort Washington Investment Advisors Cincinnati, Ohio	$647K	+$389K	1	0.01%	Increased
616	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$647K	+$673K	1	0.33%	New
617	PCM Perritt Capital Management Chicago, Illinois	$647K	$0	1	0.14%	Maintained
618	FG Fiduciary Group Savannah, Georgia	$646K	-$800K	1	0.19%	Reduced
619	Amalgamated Bank New York	$637K	-$218K	1	0.08%	Reduced
620	IPC Independent Portfolio Consultants Boca Raton, Florida	$620K	-$46.4K	1	0.18%	Reduced
621	PG Patten Group Chattanooga, Tennessee	$620K	-$154K	1	0.3%	Reduced
622	Spot Trading Chicago, Illinois	$618K	-$829K	1	0.01%	Reduced
623	CB Chemical Bank Detroit, Michigan	$611K	-$102K	1	0.09%	Reduced
624	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$610K	+$43.9K	1	0.19%	Increased
625	ANI American National Insurance Galveston, Texas	$609K	$0	1	0.04%	Maintained