← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$826K	+$115K	2	0.22%	Increased
627	PCM Prelude Capital Management New York	$821K	-$226K	2	0.12%	Reduced
628	AAM Archipel Asset Management Stockholm, Sweden	$807K	+$903K	1	0.23%	New
629	Private Advisor Group Morristown, New Jersey	$799K	+$193K	1	0.06%	Increased
630	PCM Perritt Capital Management Chicago, Illinois	$795K	$0	1	0.15%	Maintained
631	CB Chemical Bank Detroit, Michigan	$791K	-$51.8K	1	0.14%	Reduced
632	Clifford Swan Investment Counsel Pasadena, California	$790K	$0	1	0.05%	Maintained
633	RIL Rothschild Investment LLC Chicago, Illinois	$787K	+$461K	1	0.1%	Increased
634	Fort Washington Investment Advisors Cincinnati, Ohio	$785K	-$261K	1	0.02%	Reduced
635	DA Dillon & Associates Jackson, Michigan	$783K	+$16.3K	1	0.4%	Increased
636	SI SII Investments Appleton, Wisconsin	$778K	+$16.7K	1	0.1%	Increased
637	ACP Ashfield Capital Partners San Francisco, California	$777K	-$18.3K	1	0.04%	Reduced
638	NME Notis-McConarty Edward	$774K	+$261K	2	0.55%	Increased
639	Arrowstreet Capital Boston, Massachusetts	$772K	+$818K	2	0%	New
640	AFG Albion Financial Group Salt Lake City, Utah	$770K	+$273K	1	0.14%	Increased
641	ANI American National Insurance Galveston, Texas	$770K	$0	1	0.05%	Maintained
642	NB NBT Bank Norwich, New York	$761K	-$26.2K	1	0.12%	Reduced
643	Verition Fund Management Greenwich, Connecticut	$761K	+$105K	1	0.11%	Increased
644	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$748K	$0	1	0.87%	Maintained
645	Los Angeles Capital Management Los Angeles, California	$746K	-$711K	1	0.01%	Reduced
646	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$743K	-$8.3K	1	0.16%	Reduced
647	SCP Sandhill Capital Partners Buffalo, New York	$742K	+$92.2K	1	0.26%	Increased
648	CK Cohen Klingenstein New York	$740K	$0	1	0.13%	Maintained
649	HCM Horrell Capital Management Little Rock, Arkansas	$737K	+$10.5K	1	0.35%	Increased
650	AMIM Aull & Monroe Investment Management Mobile, Alabama	$733K	+$6.95K	1	0.39%	Increased