← 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	Capital Investment Advisors Atlanta, Georgia	$1.16M	-$3.36M	1	0.07%	Reduced
627	FP Factorial Partners Mt. Kisco, New York	$1.15M	+$1.2M	1	1.03%	New
628	CL CPWM LLC Seattle, Washington	$1.15M	-$8.59K	2	0.18%	Reduced
629	Caprock Group Boise, Idaho	$1.15M	-$113K	2	0.24%	Reduced
630	NWM Northwest Wealth Management Spencer, Iowa	$1.15M	$0	1	0.86%	Maintained
631	AI ArchPoint Investors Coral Gables, Florida	$1.14M	+$317K	2	0.33%	Increased
632	FA FDx Advisors Chicago, Illinois	$1.14M	-$4.39M	2	0.04%	Reduced
633	Horizon Investments Charlotte, North Carolina	$1.14M	+$598K	1	0.05%	Increased
634	FMB Field & Main Bank Henderson, Kentucky	$1.14M	+$21.3K	1	1.03%	Increased
635	HBK Investments Dallas, Texas	$1.13M	+$1.17M	1	0.01%	New
636	IRC Investors Research Corp Atlanta, Georgia	$1.12M	+$1.32K	2	0.65%	Increased
637	YMRC Yorktown Management & Research Company Forest, Virginia	$1.12M	+$1.16M	1	0.33%	New
638	Fred Alger Management New York	$1.11M	-$20.8K	1	0%	Reduced
639	BA BKS Advisors Southfield, Michigan	$1.11M	-$232K	1	0.39%	Reduced
640	AMI Amica Mutual Insurance Providence, Rhode Island	$1.1M	$0	1	0.13%	Maintained
641	IAM Impax Asset Management Portsmouth, New Hampshire	$1.08M	+$1.12M	1	0.06%	New
642	Baker Avenue Asset Management San Francisco, California	$1.08M	+$59.6K	1	0.09%	Increased
643	SIC SFE Investment Counsel Los Angeles, California	$1.08M	+$180K	1	0.45%	Increased
644	Smithfield Trust Pittsburgh, Pennsylvania	$1.08M	+$85.6K	3	0.12%	Increased
645	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.07M	-$23.3K	1	0.59%	Reduced
646	IB Intrust Bank Wichita, Kansas	$1.07M	+$258K	2	0.29%	Increased
647	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$1.05M	+$1.09M	1	0.7%	New
648	UF Univest Financial Souderton, Pennsylvania	$1.05M	+$1.09M	1	0.42%	New
649	IMOV Investment Management of Virginia Richmond, Virginia	$1.04M	-$77.7K	1	0.23%	Reduced
650	CI Cigna Investments Bloomfield, Connecticut	$1.03M	-$162K	1	0.07%	Reduced