← 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	Walleye Trading New York	$1.58M	+$593K	1	0.01%	Increased
602	TCOT Trust Company of Toledo Holland, Ohio	$1.58M	-$20.3K	1	0.4%	Reduced
603	Acadian Asset Management Boston, Massachusetts	$1.58M	+$1.65M	2	0.01%	New
604	Valley National Advisers Bethlehem, Pennsylvania	$1.57M	+$26K	3	0.45%	Increased
605	Sonora Investment Management Tucson, Arizona	$1.56M	+$23.9K	2	0.19%	Increased
606	State of Michigan Retirement System Lansing, Michigan	$1.55M	-$18K	1	0.01%	Reduced
607	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.55M	-$98.5K	1	0.02%	Reduced
608	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1.54M	-$9.15K	2	0.14%	Reduced
609	South Street Advisors New York	$1.54M	-$59.2K	1	0.47%	Reduced
610	CCM Compton Capital Management Providence, Rhode Island	$1.52M	$0	1	0.66%	Maintained
611	Simmons Bank Pine Bluff, Arkansas	$1.51M	-$9.7K	2	0.15%	Reduced
612	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.5M	+$860K	3	0.06%	Increased
613	Lake Street Private Wealth Chicago, Illinois	$1.5M	+$1.42M	1	1.03%	New
614	Kentucky Retirement Systems Frankfort, Kentucky	$1.49M	-$25.3K	1	0.14%	Reduced
615	Veritable Wilmington, Delaware	$1.49M	+$20.7K	1	0.03%	Increased
616	Azzad Asset Management Falls Church, Virginia	$1.48M	-$369K	2	0.43%	Reduced
617	AC AWH Capital Dallas, Texas	$1.48M	$0	1	2.52%	Maintained
618	WSC Wellington Shields & Co New York	$1.48M	$0	1	0.75%	Maintained
619	PVWM Point View Wealth Management Summit, New Jersey	$1.47M	-$13.3K	1	0.65%	Reduced
620	QCM Quest Capital Management Dallas, Texas	$1.46M	+$570K	1	0.36%	Increased
621	Tudor Investment Corp Stamford, Connecticut	$1.46M	+$253K	2	0.06%	Increased
622	LS Investment Advisors Bloomfield Hills, Michigan	$1.46M	-$76.2K	4	0.09%	Reduced
623	Avalon Investment & Advisory Houston, Texas	$1.46M	+$2.03K	1	0.03%	Increased
624	MM Midas Management New York	$1.45M	$0	1	0.62%	Maintained
625	Steel Grove Capital Advisors Memphis, Tennessee	$1.44M	+$96K	1	0.93%	Increased