← 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
651	PAM PartnerRe Asset Management Greenwich, Connecticut	$863K	+$4.79K	1	0.14%	Increased
652	FCCM First City Capital Management Savannah, Georgia	$863K	-$26.7K	1	0.62%	Reduced
653	Old National Bancorp Evansville, Indiana	$862K	+$48.7K	2	0.08%	Increased
654	EIM Essex Investment Management Boston, Massachusetts	$860K	-$922K	1	0.13%	Reduced
655	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$860K	$0	1	0.54%	Maintained
656	Fort Washington Investment Advisors Cincinnati, Ohio	$859K	+$843K	1	0.02%	New
657	AMIM Aull & Monroe Investment Management Mobile, Alabama	$856K	-$14.7K	1	0.49%	Reduced
658	CK Cohen Klingenstein New York	$851K	$0	1	0.17%	Maintained
659	HCM Horrell Capital Management Little Rock, Arkansas	$846K	+$8.27K	1	0.43%	Increased
660	Los Angeles Capital Management Los Angeles, California	$846K	+$52.5K	1	0.01%	Increased
661	Numeric Investors Boston, Massachusetts	$841K	+$553K	1	0.01%	Increased
662	NAM North American Management Boston, Massachusetts	$832K	+$111K	1	0.14%	Increased
663	SI SII Investments Appleton, Wisconsin	$824K	-$2.65K	1	0.15%	Reduced
664	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$819K	$0	1	0.4%	Maintained
665	AGF Investments Inc Toronto, Ontario, Canada	$811K	$0	1	0.01%	Maintained
666	ArrowMark Colorado Holdings Denver, Colorado	$807K	$0	1	0.03%	Maintained
667	LIA LS Investment Advisors Bloomfield Hills, Michigan	$807K	+$416K	2	0.07%	Increased
668	KCPG Kavar Capital Partners Group Leawood, Kansas	$788K	+$775K	1	0.65%	Increased
669	Envestnet Asset Management Chicago, Illinois	$787K	+$26.5K	2	0.01%	Increased
670	TT Tower Trust Fort Wayne, Indiana	$786K	$0	1	0.5%	Maintained
671	Thompson Siegel & Walmsley Richmond, Virginia	$785K	+$149K	1	0.02%	Increased
672	ZF Zhang Financial Portage, Michigan	$784K	$0	1	0.56%	Maintained
673	Avalon Investment & Advisory Houston, Texas	$775K	+$59.2K	2	0.04%	Increased
674	Cetera Advisor Networks El Segundo, California	$775K	+$48.7K	1	0.06%	Increased
675	LD Lipe & Dalton Syracuse, New York	$775K	-$42K	1	0.52%	Reduced