← 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	CONA Capital One National Association New York	$884K	-$70K	1	0.06%	Reduced
677	VFA Voya Financial Advisors Windsor, Connecticut	$884K	+$22.9K	2	0.06%	Increased
678	Cornerstone Investment Partners Atlanta, Georgia	$881K	-$73.9K	1	0.04%	Reduced
679	IB Intrust Bank Wichita, Kansas	$873K	-$26.1K	1	0.25%	Reduced
680	MSAM Moloney Securities Asset Management Manchester, Missouri	$868K	-$120K	1	0.35%	Reduced
681	BSB Bangor Savings Bank Bangor, Maine	$867K	+$76.7K	1	0.17%	Increased
682	Cubist Systematic Strategies Stamford, Connecticut	$867K	-$958K	1	0.05%	Reduced
683	Arax Advisory Partners Denver, Colorado	$866K	+$985	1	0.45%	Increased
684	CP Camelot Portfolios Maumee, Ohio	$866K	-$77.2K	1	0.4%	Reduced
685	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$866K	+$811K	2	0.89%	Increased
686	PG Patten Group Chattanooga, Tennessee	$864K	$0	1	0.35%	Maintained
687	RIM Rampart Investment Management Hartford, Connecticut	$862K	+$437K	1	0.08%	Increased
688	MA Mutual Advisors Omaha, Nebraska	$856K	+$50.6K	1	0.22%	Increased
689	Wedbush Securities Los Angeles, California	$853K	-$236K	2	0.11%	Reduced
690	Wealthspire Advisors (Maryland) Potomac, Maryland	$843K	-$5.9K	4	0.08%	Reduced
691	PMFA Plante Moran Financial Advisors Southfield, Michigan	$842K	-$91.9K	2	0.46%	Reduced
692	FM Foster & Motley Cincinnati, Ohio	$841K	+$148K	1	0.14%	Increased
693	FIM Fruth Investment Management Houston, Texas	$839K	$0	1	0.37%	Maintained
694	GAMC Garner Asset Management Corp Plano, Texas	$836K	-$95.6K	2	0.7%	Reduced
695	WIA Wealthstreet Investment Advisors Dallas, Texas	$835K	-$4.1K	1	0.1%	Reduced
696	BFIM Beese Fulmer Investment Management Canton, Ohio	$834K	+$32.8K	1	0.18%	Increased
697	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$831K	+$410K	1	0.01%	Increased
698	RHBC R.H. Bluestein & Co Birmingham, Michigan	$831K	$0	1	0.05%	Maintained
699	RWA River Wealth Advisors Camp Hill, Pennsylvania	$825K	+$13K	1	0.35%	Increased
700	RI Ridgewood Investments Springfield, New Jersey	$821K	+$20.4K	1	0.75%	Increased