← 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	MCM Mork Capital Management Healdsburg, California	$996K	$0	1	0.67%	Maintained
652	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$990K	+$56.7K	2	0.12%	Increased
653	BWM BerganKDV Wealth Management Bloomington, Minnesota	$981K	+$10.7K	1	0.23%	Increased
654	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$981K	+$939K	1	0.77%	New
655	MSAM Moloney Securities Asset Management Manchester, Missouri	$974K	+$23.6K	1	0.41%	Increased
656	NB NBT Bank Norwich, New York	$971K	+$51.2K	1	0.15%	Increased
657	FM Forward Management San Francisco, California	$970K	-$40.7K	1	0.11%	Reduced
658	IFS Ifrah Financial Services Little Rock, Arkansas	$969K	+$668K	1	0.35%	Increased
659	FMB Field & Main Bank Henderson, Kentucky	$967K	+$952K	1	0.93%	New
660	AI ArchPoint Investors Coral Gables, Florida	$966K	$0	2	0.3%	Maintained
661	GAMC Garner Asset Management Corp Plano, Texas	$966K	+$8.1K	2	0.81%	Increased
662	IRF IBM Retirement Fund Armonk, New York	$965K	-$4.04K	1	0.16%	Reduced
663	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$962K	+$947K	1	0.18%	New
664	Clearstead Advisors Cleveland, Ohio	$959K	-$13.9K	1	0.13%	Reduced
665	Independent Advisor Alliance Charlotte, North Carolina	$955K	+$229K	1	0.21%	Increased
666	DAC Dividend Assets Capital Ridgeland, South Carolina	$951K	+$210K	1	0.04%	Increased
667	IR Invictus RG Hamilton, Bermuda	$944K	+$928K	1	1%	New
668	Cornerstone Investment Partners Atlanta, Georgia	$942K	$0	1	0.04%	Maintained
669	CONA Capital One National Association New York	$941K	-$23.3K	1	0.06%	Reduced
670	First Manhattan New York	$939K	-$62.8K	4	0.01%	Reduced
671	RHBC R.H. Bluestein & Co Birmingham, Michigan	$939K	$0	1	0.05%	Maintained
672	PMFA Plante Moran Financial Advisors Southfield, Michigan	$931K	-$725K	2	0.52%	Reduced
673	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$924K	-$9.87K	1	0.15%	Reduced
674	Winton Group London, United Kingdom	$922K	-$338K	1	0.03%	Reduced
675	ANI American National Insurance Galveston, Texas	$921K	$0	1	0.05%	Maintained