← 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	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.27M	$0	1	0.09%	Maintained
602	AIL AGF Investments LLC Toronto, Ontario, Canada	$1.27M	-$248K	1	0.21%	Reduced
603	CL CPWM LLC Seattle, Washington	$1.25M	+$1.3M	2	0.19%	New
604	Burney Company Reston, Virginia	$1.24M	-$313K	2	0.08%	Reduced
605	Credit Agricole Montrouge Cedex, France	$1.24M	$0	1	0.08%	Maintained
606	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.24M	-$1.58M	1	0.08%	Reduced
607	Profund Advisors Bethesda, Maryland	$1.23M	+$82.3K	2	0.05%	Increased
608	TSS Two Sigma Securities New York	$1.23M	+$864K	2	0.01%	Increased
609	NWM Northwest Wealth Management Spencer, Iowa	$1.23M	$0	1	0.91%	Maintained
610	IRC Investors Research Corp Atlanta, Georgia	$1.22M	-$7.72K	2	0.74%	Reduced
611	GH GAM Holding Zurich, Switzerland	$1.22M	-$1.13M	1	0.04%	Reduced
612	Fred Alger Management New York	$1.21M	$0	1	0.01%	Maintained
613	AE Wealth Management Topeka, Kansas	$1.21M	+$26.3K	1	0.09%	Increased
614	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.21M	+$794K	1	0.11%	Increased
615	AP Advisor Partners Walnut Creek, California	$1.21M	+$151K	2	0.22%	Increased
616	CA Callahan Advisors Houston, Texas	$1.2M	+$158K	1	0.25%	Increased
617	IMOV Investment Management of Virginia Richmond, Virginia	$1.2M	+$119K	1	0.28%	Increased
618	AMI Amica Mutual Insurance Providence, Rhode Island	$1.18M	-$240K	1	0.15%	Reduced
619	EWM Endurance Wealth Management Providence, Rhode Island	$1.18M	-$39.3K	1	0.2%	Reduced
620	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.17M	-$45.1K	1	0.66%	Reduced
621	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.17M	+$177K	2	0.14%	Increased
622	MCM Matarin Capital Management New York	$1.16M	+$83.3K	1	0.09%	Increased
623	DTL Dynamic Technology Lab Singapore	$1.15M	+$787K	2	0.17%	Increased
624	CIM Corbyn Investment Management Lutherville, Maryland	$1.15M	-$21.7K	1	0.39%	Reduced
625	OI Oakbrook Investments Lisle, Illinois	$1.15M	-$501K	1	0.07%	Reduced