← 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	AFG American Financial Group Cincinnati, Ohio	$888K	$0	1	0.07%	Maintained
652	AMIM Aull & Monroe Investment Management Mobile, Alabama	$886K	+$5.94K	1	0.47%	Increased
653	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	-$11.1K	1	0.52%	Reduced
654	ZF Zhang Financial Portage, Michigan	$858K	+$50.2K	1	0.58%	Increased
655	Cetera Advisor Networks El Segundo, California	$857K	+$58.3K	1	0.06%	Increased
656	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$848K	+$189K	2	0.22%	Increased
657	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$841K	$0	1	0.41%	Maintained
658	Sculptor Capital New York	$840K	-$1.72M	1	0%	Reduced
659	GC Globeflex Capital San Diego, California	$838K	+$772K	1	0.09%	New
660	LD Lipe & Dalton Syracuse, New York	$832K	$0	1	0.52%	Maintained
661	ArrowMark Colorado Holdings Denver, Colorado	$829K	$0	1	0.02%	Maintained
662	SAM Shell Asset Management The Hague, Netherlands	$824K	-$8.85K	1	0.01%	Reduced
663	PCM Perritt Capital Management Chicago, Illinois	$823K	-$9.69K	1	0.14%	Reduced
664	ACP Ashfield Capital Partners San Francisco, California	$817K	-$223K	1	0.04%	Reduced
665	WPP Whalerock Point Partners Providence, Rhode Island	$814K	+$20.4K	1	0.39%	Increased
666	Verition Fund Management Greenwich, Connecticut	$811K	-$726K	2	0.09%	Reduced
667	BFO Boston Family Office Boston, Massachusetts	$796K	+$512K	1	0.1%	Increased
668	DCM Daruma Capital Management New York	$794K	+$763K	1	0.03%	New
669	ANI American National Insurance Galveston, Texas	$791K	$0	1	0.05%	Maintained
670	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$791K	-$1.48K	1	0.85%	Reduced
671	PAM PartnerRe Asset Management Greenwich, Connecticut	$782K	-$100K	1	0.14%	Reduced
672	Shinko Asset Management Company Tokyo, Japan	$780K	-$14.8K	1	0.01%	Reduced
673	Burney Company Reston, Virginia	$772K	-$293K	2	0.07%	Reduced
674	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$772K	$0	1	0.07%	Maintained
675	DAM Deltec Asset Management New York	$772K	+$110K	1	0.16%	Increased