← 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
626	KFS KMS Financial Services Seattle, Washington	$998K	+$206K	1	0.16%	Increased
627	1CM 1492 Capital Management Milwaukee, Wisconsin	$985K	+$96.1K	1	0.49%	Increased
628	SRC Shufro Rose & Co New York	$978K	$0	1	0.1%	Maintained
629	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$967K	+$56.5K	1	0.5%	Increased
630	SIC Schwartz Investment Counsel Plymouth, Michigan	$967K	$0	1	0.07%	Maintained
631	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$960K	+$122K	1	0.38%	Increased
632	Ronald Blue & Co Roswell, Georgia	$958K	-$11.8K	1	0.07%	Reduced
633	CB Chemical Bank Detroit, Michigan	$941K	-$8.47K	1	0.17%	Reduced
634	Clifford Swan Investment Counsel Pasadena, California	$936K	+$4.5K	1	0.07%	Increased
635	Burney Company Reston, Virginia	$930K	+$51.5K	3	0.08%	Increased
636	First Allied Advisory Services San Diego, California	$925K	-$38.1K	2	0.07%	Reduced
637	NB NBT Bank Norwich, New York	$919K	+$6.93K	1	0.13%	Increased
638	CBU CIBC Bank USA Chicago, Illinois	$913K	-$26.6K	2	0.19%	Reduced
639	DA Dillon & Associates Jackson, Michigan	$909K	+$55.3K	1	0.49%	Increased
640	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$908K	-$22.1K	1	0.2%	Reduced
641	SCA Salient Capital Advisors Houston, Texas	$896K	+$654K	1	0.02%	Increased
642	FNB First Niagara Bank Lockport, New York	$889K	-$84.2K	2	0.18%	Reduced
643	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$887K	+$40.8K	1	1.05%	Increased
644	ANI American National Insurance Galveston, Texas	$886K	$0	1	0.06%	Maintained
645	Raymond James Trust St. Petersburg, Florida	$880K	+$11.6K	1	0.11%	Increased
646	PCM Prelude Capital Management New York	$878K	+$862K	2	0.12%	New
647	PCM Piermont Capital Management St. Louis, Missouri	$877K	+$934K	1	0.42%	New
648	PCM Perritt Capital Management Chicago, Illinois	$870K	$0	1	0.14%	Maintained
649	Amalgamated Bank New York	$864K	-$16.3K	1	0.15%	Reduced
650	AFG American Financial Group Cincinnati, Ohio	$864K	$0	1	0.08%	Maintained