← 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	Jupiter Asset Management London, United Kingdom	$1.42M	-$3.43M	2	0.04%	Reduced
627	WI WBI Investments Red Bank, New Jersey	$1.42M	+$1.34M	1	0.08%	New
628	AP Advisor Partners Walnut Creek, California	$1.41M	+$84.7K	2	0.19%	Increased
629	AIM Assured Investment Management New York	$1.41M	+$779K	2	0.03%	Increased
630	OIA Optimum Investment Advisors Chicago, Illinois	$1.4M	+$32.7K	3	0.39%	Increased
631	Profund Advisors Bethesda, Maryland	$1.4M	-$41.4K	3	0.05%	Reduced
632	FCCM First City Capital Management Savannah, Georgia	$1.4M	$0	1	0.93%	Maintained
633	PP Palladium Partners Norfolk, Virginia	$1.39M	-$5.32K	1	0.09%	Reduced
634	BSB Bangor Savings Bank Bangor, Maine	$1.39M	+$357K	1	0.26%	Increased
635	Tocqueville Asset Management New York	$1.37M	-$228K	2	0.02%	Reduced
636	FHB First Hawaiian Bank Honolulu, Hawaii	$1.37M	+$1.3M	3	0.07%	New
637	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$1.35M	+$1.28M	1	0.13%	New
638	Squarepoint New York	$1.35M	-$2.48M	1	0.02%	Reduced
639	CB Chemical Bank Detroit, Michigan	$1.34M	-$42.2K	1	0.14%	Reduced
640	CL CPWM LLC Seattle, Washington	$1.34M	+$15.9K	2	0.19%	Increased
641	NWM Northwest Wealth Management Spencer, Iowa	$1.33M	$0	1	1%	Maintained
642	Ingalls & Snyder LLC New York	$1.32M	+$203K	2	0.06%	Increased
643	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.32M	-$8.44K	1	0.92%	Reduced
644	SIC SFE Investment Counsel Los Angeles, California	$1.3M	+$46.1K	1	0.5%	Increased
645	YMRC Yorktown Management & Research Company Forest, Virginia	$1.3M	$0	1	0.38%	Maintained
646	Fred Alger Management New York	$1.29M	-$5.64K	1	0%	Reduced
647	RIM Redwood Investment Management Scottsdale, Arizona	$1.28M	-$159K	2	0.47%	Reduced
648	AMI Amica Mutual Insurance Providence, Rhode Island	$1.28M	$0	1	0.13%	Maintained
649	AI ArchPoint Investors Coral Gables, Florida	$1.28M	$0	2	0.35%	Maintained
650	FP Factorial Partners Mt. Kisco, New York	$1.28M	+$27.2K	1	1.1%	Increased