← 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	NB NBT Bank Norwich, New York	$503K	-$62.3K	1	0.09%	Reduced
652	AMG National Trust Bank Greenwood Village, Colorado	$500K	+$70.9K	1	0.05%	Increased
653	SCM Signia Capital Management Spokane, Washington	$495K	-$62.5K	1	1.64%	Reduced
654	FM Forward Management San Francisco, California	$490K	-$16.8K	1	0.04%	Reduced
655	NFG Next Financial Group Houston, Texas	$487K	-$61.2K	3	0.17%	Reduced
656	CAS Cue Advisory Services Phoenix, Arizona	$485K	+$45K	1	0.5%	Increased
657	SC Searle & Co Greenwich, Connecticut	$482K	-$65K	1	0.5%	Reduced
658	ETrade Capital Management Arlington, Virginia	$479K	-$263K	1	0.03%	Reduced
659	VAM Visium Asset Management New York	$472K	-$461K	1	0.01%	Reduced
660	Cetera Advisor Networks El Segundo, California	$470K	-$97.7K	1	0.03%	Reduced
661	HCM Horrell Capital Management Little Rock, Arkansas	$470K	+$7.25K	1	0.3%	Increased
662	SI SII Investments Appleton, Wisconsin	$466K	-$158K	1	0.05%	Reduced
663	Azimuth Capital Management Bloomfield Hills, Michigan	$465K	-$5.91K	1	0.05%	Reduced
664	ECM Everence Capital Management Goshen, Indiana	$464K	$0	1	0.16%	Maintained
665	LD Lipe & Dalton Syracuse, New York	$464K	-$69.4K	1	0.38%	Reduced
666	SJIC St. James Investment Company Southlake, Texas	$455K	-$803K	1	0.06%	Reduced
667	Parallax Volatility Advisers San Francisco, California	$448K	-$2.47M	1	0%	Reduced
668	Bank of Nova Scotia Toronto, Ontario, Canada	$444K	+$14.2K	1	0%	Increased
669	Busey Bank Urbana, Illinois	$444K	$0	1	0.06%	Maintained
670	AHC Adell Harriman & Carpenter Houston, Texas	$444K	-$11.8K	1	0.13%	Reduced
671	CK Cohen Klingenstein New York	$442K	-$156K	1	0.09%	Reduced
672	WFG Windsor Financial Group Minneapolis, Minnesota	$442K	-$41.4K	1	0.21%	Reduced
673	Advisory Services Network Atlanta, Georgia	$441K	-$395K	3	0.13%	Reduced
674	Annex Advisory Services Brookfield, Wisconsin	$439K	+$312K	1	0.14%	Increased
675	IIC Ironwood Investment Counsel Scottsdale, Arizona	$436K	$0	1	0.24%	Maintained