← 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
676	ArrowMark Colorado Holdings Denver, Colorado	$818K	$0	1	0.03%	Maintained
677	KFS KMS Financial Services Seattle, Washington	$813K	-$329K	1	0.14%	Reduced
678	Los Angeles Capital Management Los Angeles, California	$803K	-$7.12K	1	0.01%	Reduced
679	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$799K	-$38.6K	1	0.48%	Reduced
680	TT Tower Trust Fort Wayne, Indiana	$796K	+$104K	1	0.48%	Increased
681	ZF Zhang Financial Portage, Michigan	$794K	-$168K	1	0.6%	Reduced
682	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$792K	+$417	1	0.46%	Increased
683	BAM Brave Asset Management Summit, New Jersey	$786K	+$737K	2	0.63%	New
684	NME Notis-McConarty Edward	$786K	+$736K	2	0.55%	New
685	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$781K	+$38.8K	2	0.28%	Increased
686	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$776K	+$881K	1	0.15%	New
687	Envestnet Asset Management Chicago, Illinois	$774K	-$32.7K	2	0.01%	Reduced
688	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$773K	-$4.98K	1	0.07%	Reduced
689	FCM Firsthand Capital Management San Jose, California	$770K	+$374K	1	0.38%	Increased
690	QS Investors New York	$764K	-$71.1K	1	0.03%	Reduced
691	FAM Forty4 Asset Management Chicago, Illinois	$746K	-$1.33M	1	0.24%	Reduced
692	Shinko Asset Management Company Tokyo, Japan	$743K	-$72.5K	1	0.01%	Reduced
693	Park National Corp Newark, Ohio	$741K	-$53.9K	1	0.05%	Reduced
694	M&T Bank Buffalo, New York	$739K	-$25.4K	2	0.03%	Reduced
695	Bailard Foster City, California	$737K	+$285K	1	0.12%	Increased
696	Avalon Investment & Advisory Houston, Texas	$733K	+$39.1K	1	0.04%	Increased
697	Cetera Advisor Networks El Segundo, California	$733K	+$91.9K	1	0.06%	Increased
698	Washington Trust Westerly, Rhode Island	$732K	-$65.9K	1	0.06%	Reduced
699	NAM North American Management Boston, Massachusetts	$729K	-$15.7K	1	0.13%	Reduced
700	TFF Timothy F. Fidgeon	$728K	-$51K	1	0.35%	Reduced