← 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	Northwest Wealth Management Spencer, Iowa	$1.28M	$0	1	0.96%	Maintained
652	IMOV Investment Management of Virginia Richmond, Virginia	$1.27M	+$198K	1	0.3%	Increased
653	FCCM First City Capital Management Savannah, Georgia	$1.26M	$0	1	0.91%	Maintained
654	Moloney Securities Asset Management Manchester, Missouri	$1.26M	+$117K	2	0.44%	Increased
655	Corient Capital Partners Newport Beach, California	$1.26M	+$590K	1	0.2%	Increased
656	Redwood Investment Management Scottsdale, Arizona	$1.26M	+$367K	2	0.54%	Increased
657	Legacy Advisors Plymouth Meeting, Pennsylvania	$1.25M	+$592K	1	0.41%	Increased
658	O'Shares Investment Advisers Boston, Massachusetts	$1.24M	+$16.2K	1	0.21%	Increased
659	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.23M	-$2.21M	1	0%	Reduced
660	WIS Wright Investors Service Shelton, Connecticut	$1.22M	+$411K	1	0.49%	Increased
661	Clearstead Advisors Cleveland, Ohio	$1.22M	-$33K	1	0.17%	Reduced
662	FA FDx Advisors Chicago, Illinois	$1.22M	+$962K	2	0.05%	Increased
663	CEP Chicago Equity Partners Chicago, Illinois	$1.22M	+$418K	2	0.05%	Increased
664	YMRC Yorktown Management & Research Company Forest, Virginia	$1.21M	$0	1	0.39%	Maintained
665	Old National Bancorp Evansville, Indiana	$1.2M	+$201K	1	0.06%	Increased
666	Fred Alger Management New York	$1.2M	+$229	1	0%	Increased
667	DAC Dividend Assets Capital Ridgeland, South Carolina	$1.2M	+$4.16K	1	0.19%	Increased
668	BlueCrest Capital Management St Helier, Jersey	$1.19M	+$1.17M	3	0.05%	New
669	Amica Mutual Insurance Providence, Rhode Island	$1.19M	$0	1	0.15%	Maintained
670	AGF Investments LLC Toronto, Ontario, Canada	$1.18M	-$1.15M	2	0.27%	Reduced
671	Advisor Partners Walnut Creek, California	$1.18M	+$53.2K	2	0.15%	Increased
672	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.16M	-$591K	2	1.01%	Reduced
673	IRC Investors Research Corp Atlanta, Georgia	$1.15M	+$96.1K	3	0.61%	Increased
674	CIA Cascade Investment Advisors Oregon City, Oregon	$1.14M	+$11.4K	2	1.03%	Increased
675	Independent Advisor Alliance Charlotte, North Carolina	$1.14M	-$79.1K	1	0.16%	Reduced