← 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	DA Duality Advisers Miami, Florida	$2.15M	+$2.01M	1	0.19%	New
602	WAM World Asset Management Detroit, Michigan	$2.15M	+$95.1K	2	0.19%	Increased
603	Old National Bancorp Evansville, Indiana	$2.12M	-$97.5K	3	0.08%	Reduced
604	VFA Voya Financial Advisors Windsor, Connecticut	$2.12M	-$73.2K	2	0.08%	Reduced
605	Lido Advisors Los Angeles, California	$2.11M	+$179K	1	0.04%	Increased
606	NWM Northwest Wealth Management Spencer, Iowa	$2.11M	+$5.29K	1	1.32%	Increased
607	BUB BBVA USA Bancshares Houston, Texas	$2.1M	+$331K	2	0.1%	Increased
608	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.09M	-$48.3K	1	1.9%	Reduced
609	Wealthspire Advisors (New York) New York	$2.09M	+$377K	1	0.05%	Increased
610	BPM Bronson Point Management Fairfield, Connecticut	$2.07M	-$1.93M	1	0.88%	Reduced
611	SCA Snowden Capital Advisors New York	$2.06M	+$693K	2	0.12%	Increased
612	GC GMT Capital Atlanta, Georgia	$2.05M	+$2.67M	1	0.15%	New
613	FMI F/M Investments Washington, District of Columbia	$2.04M	+$1.91M	1	1.62%	New
614	MPM Meritage Portfolio Management Overland Park, Kansas	$2.03M	-$2.1M	1	0.14%	Reduced
615	PHS Pekin Hardy Strauss Chicago, Illinois	$2.02M	-$58.7K	1	0.32%	Reduced
616	HIC Holderness Investments Company Greensboro, North Carolina	$2.02M	+$4.13K	1	0.72%	Increased
617	SSA South Street Advisors New York	$2.01M	-$179K	1	0.64%	Reduced
618	PG Patten Group Chattanooga, Tennessee	$2M	$0	1	0.64%	Maintained
619	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2M	-$11.1M	2	0.01%	Reduced
620	CI Cigna Investments Bloomfield, Connecticut	$1.99M	+$59.9K	1	0.14%	Increased
621	PK Pflug Koory Omaha, Nebraska	$1.98M	-$53.8K	3	1.09%	Reduced
622	NRS Neville Rodie & Shaw New York	$1.97M	+$1.57M	1	0.16%	Increased
623	BCM Bayesian Capital Management Brooklyn, New York	$1.93M	+$1.5M	1	0.44%	Increased
624	SP Symmetry Partners Glastonbury, Connecticut	$1.93M	-$236K	1	0.14%	Reduced
625	DJSG D.J. St. Germain Springfield, Massachusetts	$1.93M	+$8.38K	2	0.13%	Increased