← 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	HCM Horrell Capital Management Little Rock, Arkansas	$599K	+$3.63K	2	0.37%	Increased
677	Bartlett & Co Cincinnati, Ohio	$596K	-$24.6K	2	0.03%	Reduced
678	Dai-ichi Life Insurance Company Tokyo, Japan	$596K	+$583K	1	0.02%	New
679	BFIM Beese Fulmer Investment Management Canton, Ohio	$588K	-$3.28K	1	0.15%	Reduced
680	Azimuth Capital Management Bloomfield Hills, Michigan	$583K	-$96K	1	0.05%	Reduced
681	CA Cullinan Associates Louisville, Kentucky	$579K	$0	1	0.05%	Maintained
682	LC LCNB Corp Lebanon, Ohio	$579K	+$566K	1	0.57%	New
683	Nuveen Fund Advisors Chicago, Illinois	$575K	+$18.8K	2	0.08%	Increased
684	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$571K	-$650K	1	0.04%	Reduced
685	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$568K	$0	1	0.1%	Maintained
686	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$568K	-$18.4K	1	0.05%	Reduced
687	SMC Smith, Moore & Co Clayton, Missouri	$565K	-$42.6K	1	0.22%	Reduced
688	Annex Advisory Services Brookfield, Wisconsin	$563K	+$59.4K	1	0.14%	Increased
689	Salem Investment Counselors Winston Salem, North Carolina	$562K	$0	1	0.06%	Maintained
690	Prudential plc London, England, United Kingdom	$557K	-$19.7K	1	0%	Reduced
691	CCM Catawba Capital Management Roanoke, Virginia	$547K	+$260K	1	0.13%	Increased
692	CCA Cobblestone Capital Advisors Rochester, New York	$546K	+$16.4K	1	0.08%	Increased
693	TAM Tyers Asset Management Austin, Texas	$544K	+$550K	2	0.02%	New
694	WP WMS Partners Towson, Maryland	$540K	+$23.7K	1	0.07%	Increased
695	AAM American Asset Management Boca Raton, Florida	$539K	-$12.5K	1	0.6%	Reduced
696	Sageworth Trust Lancaster, Pennsylvania	$538K	$0	1	0.12%	Maintained
697	SMH Sanders Morris Harris Houston, Texas	$537K	-$2.15M	1	0.25%	Reduced
698	CCA Checchi Capital Advisers Beverly Hills, California	$535K	+$278K	2	0.07%	Increased
699	GVT Genesee Valley Trust Pittsford, New York	$534K	+$23.4K	1	0.38%	Increased
700	GCIA Gabelli & Co Investment Advisers Rye, New York	$530K	$0	1	0.06%	Maintained