← 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	CB Chemical Bank Detroit, Michigan	$901K	+$50.6K	1	0.12%	Increased
627	KT Kanaly Trust Houston, Texas	$895K	-$24.4K	2	0.18%	Reduced
628	GMIM General Motors Investment Management New York	$893K	$0	2	0.07%	Maintained
629	ODCM Old Dominion Capital Management Charlottesville, Virginia	$893K	-$2.64K	1	0.92%	Reduced
630	Park National Corp Newark, Ohio	$892K	+$209K	1	0.06%	Increased
631	DA Dillon & Associates Jackson, Michigan	$892K	+$45.9K	1	0.43%	Increased
632	TH Timber Hill Greenwich, Connecticut	$855K	-$237K	1	0%	Reduced
633	Trexquant Investment Stamford, Connecticut	$853K	+$842K	2	0.15%	New
634	Clifford Swan Investment Counsel Pasadena, California	$847K	$0	1	0.06%	Maintained
635	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$843K	-$287K	1	0.16%	Reduced
636	FHC First Houston Capital Houston, Texas	$843K	-$660K	1	0.75%	Reduced
637	SI SII Investments Appleton, Wisconsin	$836K	+$1.85K	1	0.11%	Increased
638	Covington Capital Management Los Angeles, California	$831K	-$11.4K	1	0.07%	Reduced
639	SRC Shufro Rose & Co New York	$829K	-$95.2K	1	0.08%	Reduced
640	NB NBT Bank Norwich, New York	$822K	+$6.59K	1	0.13%	Increased
641	Los Angeles Capital Management Los Angeles, California	$821K	+$19.8K	1	0.01%	Increased
642	Advisory Services Network Atlanta, Georgia	$818K	+$280K	2	0.26%	Increased
643	TCB Texas Capital Bancshares Dallas, Texas	$816K	+$554K	1	0.44%	Increased
644	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$808K	+$11.1K	1	0.17%	Increased
645	Sageworth Trust Lancaster, Pennsylvania	$807K	+$783K	1	0.25%	New
646	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$806K	-$55K	2	0.19%	Reduced
647	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$802K	+$185K	1	0.26%	Increased
648	GIP Granite Investment Partners El Segundo, California	$802K	-$843K	1	0.09%	Reduced
649	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$802K	$0	1	0.91%	Maintained
650	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$796K	+$91.3K	1	0.77%	Increased