← 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	CCT Capital City Trust Tallahassee, Florida	$3.11M	-$66.1K	1	0.97%	Reduced
627	MIM Marco Investment Management Atlanta, Georgia	$3.11M	-$278K	1	0.34%	Reduced
628	LCS Levin Capital Strategies New York	$3.08M	$0	1	0.35%	Maintained
629	SC Sawyer & Company Boston, Massachusetts	$3.06M	-$475K	1	1.4%	Reduced
630	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$3.06M	+$183K	1	1.34%	Increased
631	Advent Capital Management New York	$3.02M	+$2.64M	1	0.06%	New
632	WA Wambolt & Associates Littleton, Colorado	$3.02M	+$14.8K	1	1.07%	Increased
633	FHB First Hawaiian Bank Honolulu, Hawaii	$3.01M	-$151K	2	0.1%	Reduced
634	EP Wealth Advisors Torrance, California	$2.99M	+$2.94M	1	0.04%	Increased
635	Sumitomo Life Insurance Tokyo, Japan	$2.99M	+$323K	1	0.13%	Increased
636	Freestone Capital Holdings Seattle, Washington	$2.99M	-$620K	1	0.12%	Reduced
637	Hancock Whitney Gulfport, Mississippi	$2.98M	+$1.1M	4	0.12%	Increased
638	ACM AlphaStar Capital Management Cornelius, North Carolina	$2.93M	+$1.24M	1	0.33%	Increased
639	MAM Mastrapasqua Asset Management Nashville, Tennessee	$2.89M	+$1.82M	2	0.33%	Increased
640	BCM Brasada Capital Management Houston, Texas	$2.88M	+$1.71M	1	0.62%	Increased
641	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$2.88M	+$27.8K	1	0.22%	Increased
642	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$2.87M	+$1.87M	2	0.18%	New
643	SA Strategic Advisors New York	$2.87M	+$8.97K	1	0.55%	Increased
644	Veritable Wilmington, Delaware	$2.86M	-$228K	2	0.04%	Reduced
645	1IA 1620 Investment Advisors Plymouth, Massachusetts	$2.86M	+$1.12M	2	3.1%	Increased
646	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$2.83M	+$2.64M	1	0.56%	New
647	SSA South Street Advisors New York	$2.83M	$0	1	0.56%	Maintained
648	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$2.81M	+$2.46M	1	1.54%	New
649	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$2.8M	+$40.5K	1	1.83%	Increased
650	Capital Analysts LLC Fort Washington, Pennsylvania	$2.8M	+$12.1K	1	0.16%	Increased