← 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	CCM Cadence Capital Management Boston, Massachusetts	$1.46M	-$596K	1	0.15%	Reduced
627	Capital Guardian Trust Los Angeles, California	$1.46M	-$1.27M	1	0.02%	Reduced
628	TCM Tuttle Capital Management Riverside, Connecticut	$1.46M	+$1.41M	1	0.57%	New
629	Capital Analysts LLC Fort Washington, Pennsylvania	$1.44M	-$21.8K	1	0.16%	Reduced
630	Corient Capital Partners Newport Beach, California	$1.43M	+$126K	1	0.22%	Increased
631	LS Investment Advisors Bloomfield Hills, Michigan	$1.42M	-$60K	4	0.09%	Reduced
632	Marshall Wace London, United Kingdom	$1.42M	-$2.68M	1	0.01%	Reduced
633	SC Sawyer & Company Boston, Massachusetts	$1.4M	$0	1	0.94%	Maintained
634	LD Lipe & Dalton Syracuse, New York	$1.4M	-$38.8K	1	1%	Reduced
635	Laurion Capital Management New York	$1.4M	+$411K	1	0.01%	Increased
636	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.39M	-$1.35M	1	0.1%	Reduced
637	Avalon Investment & Advisory Houston, Texas	$1.38M	-$166K	1	0.03%	Reduced
638	Moloney Securities Asset Management Manchester, Missouri	$1.37M	+$59.5K	2	0.46%	Increased
639	CEP Chicago Equity Partners Chicago, Illinois	$1.37M	+$257K	3	0.06%	Increased
640	Marshall Wace North America New York	$1.36M	+$1.05M	1	0.01%	Increased
641	O'Shares Investment Advisers Boston, Massachusetts	$1.36M	+$77.1K	1	0.22%	Increased
642	Redwood Investment Management Scottsdale, Arizona	$1.36M	+$176K	2	0.38%	Increased
643	Citizens Business Bank Ontario, California	$1.35M	+$18K	1	0.22%	Increased
644	UA Unison Advisors Washington, District of Columbia	$1.35M	+$11.2K	1	1.02%	Increased
645	FA FDx Advisors Chicago, Illinois	$1.33M	+$66.7K	2	0.05%	Increased
646	Meag Munich Ergo Munich, Germany	$1.33M	$0	1	0.1%	Maintained
647	WIS Wright Investors Service Shelton, Connecticut	$1.33M	+$60.2K	1	0.51%	Increased
648	IMOV Investment Management of Virginia Richmond, Virginia	$1.32M	+$4.05K	1	0.32%	Increased
649	Park Avenue Securities New York	$1.31M	+$243K	1	0.15%	Increased
650	DAC Dividend Assets Capital Ridgeland, South Carolina	$1.3M	+$33.1K	1	0.21%	Increased