← 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	Tocqueville Asset Management New York	$2.6M	-$234K	1	0.04%	Reduced
627	Sumitomo Life Insurance Tokyo, Japan	$2.59M	-$73.6K	1	0.06%	Reduced
628	SIC Schwartz Investment Counsel Plymouth, Michigan	$2.59M	$0	1	0.1%	Maintained
629	Tudor Investment Corp Stamford, Connecticut	$2.58M	-$6.25M	1	0.04%	Reduced
630	MPM Meritage Portfolio Management Overland Park, Kansas	$2.57M	-$181K	1	0.15%	Reduced
631	JWCA J.W. Coons Advisors Columbus, Ohio	$2.53M	-$252K	1	0.76%	Reduced
632	Meiji Yasuda Life Insurance Tokyo, Japan	$2.53M	-$629K	1	0.05%	Reduced
633	SB Simmons Bank Pine Bluff, Arkansas	$2.53M	-$107K	2	0.18%	Reduced
634	HUB Investment Partners Austin, Texas	$2.52M	+$35.6K	1	0.59%	Increased
635	SSA South Street Advisors New York	$2.51M	$0	1	0.44%	Maintained
636	ES Eagle Strategies New York	$2.5M	+$2.3M	1	0.97%	New
637	Beacon Pointe Advisors Newport Beach, California	$2.5M	+$28.3K	2	0.07%	Increased
638	Jacobs Levy Equity Management Florham Park, New Jersey	$2.49M	-$63.5K	1	0.02%	Reduced
639	PG Patten Group Chattanooga, Tennessee	$2.49M	-$7.46K	1	0.66%	Reduced
640	SIC SFE Investment Counsel Los Angeles, California	$2.48M	-$18.6K	1	0.64%	Reduced
641	Kingsview Wealth Management Grants Pass, Oregon	$2.47M	+$1.43M	2	0.1%	Increased
642	MGO One Seven Beachwood, Ohio	$2.45M	+$938K	2	0.25%	Increased
643	SA Strategic Advisors New York	$2.44M	+$688K	1	0.35%	Increased
644	PHS Pekin Hardy Strauss Chicago, Illinois	$2.44M	-$33.1K	1	0.33%	Reduced
645	WA Wambolt & Associates Littleton, Colorado	$2.43M	+$98.8K	1	0.88%	Increased
646	DJSG D.J. St. Germain Springfield, Massachusetts	$2.41M	$0	2	0.13%	Maintained
647	TU TDAM USA Toronto, Ontario, Canada	$2.4M	+$17.6K	2	0.15%	Increased
648	HIC Holderness Investments Company Greensboro, North Carolina	$2.39M	-$331	1	0.71%	Reduced
649	SIA Schechter Investment Advisors Birmingham, Michigan	$2.38M	+$2.24M	2	0.21%	New
650	Qube Research & Technologies (QRT) London, United Kingdom	$2.37M	-$22.6M	2	0.02%	Reduced