← 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
701	NGA Naples Global Advisors Naples, Florida	$578K	+$61.2K	1	0.27%	Increased
702	IIC Ironwood Investment Counsel Scottsdale, Arizona	$577K	+$27.2K	1	0.29%	Increased
703	BT Beacon Trust Morristown, New Jersey	$574K	+$126K	1	0.09%	Increased
704	WFG Windsor Financial Group Minneapolis, Minnesota	$574K	+$558K	1	0.26%	New
705	CONA Capital One National Association New York	$573K	+$155K	1	0.05%	Increased
706	TFF Timothy F. Fidgeon	$570K	-$5.14K	1	0.25%	Reduced
707	WA Winfield Associates Cleveland, Ohio	$569K	-$30.6K	1	0.4%	Reduced
708	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$556K	-$249K	2	0.12%	Reduced
709	CS Comerica Securities Detroit, Michigan	$552K	-$120K	1	0.14%	Reduced
710	HIC Holderness Investments Company Greensboro, North Carolina	$552K	+$81.6K	1	0.56%	Increased
711	Bank of Nova Scotia Toronto, Ontario, Canada	$549K	-$1.02K	1	0%	Reduced
712	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$549K	-$259K	1	0.11%	Reduced
713	ETrade Capital Management Arlington, Virginia	$549K	+$79.8K	1	0.03%	Increased
714	Banque Pictet & Cie Geneva 73, Switzerland	$545K	+$152K	1	0.01%	Increased
715	Sageworth Trust Lancaster, Pennsylvania	$545K	-$262K	1	0.18%	Reduced
716	Fort Washington Investment Advisors Cincinnati, Ohio	$543K	+$114K	1	0.01%	Increased
717	BlueCrest Capital Management St Helier, Jersey	$534K	+$534K	1	0.03%	New
718	CAS Cue Advisory Services Phoenix, Arizona	$532K	+$6.32K	1	0.54%	Increased
719	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$531K	$0	1	0.05%	Maintained
720	AHC Adell Harriman & Carpenter Houston, Texas	$520K	+$71.4K	1	0.14%	Increased
721	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$516K	-$1.04M	1	0.15%	Reduced
722	FIM Fruth Investment Management Houston, Texas	$514K	$0	1	0.22%	Maintained
723	Heritage Investors Management Corp Bethesda, Maryland	$502K	-$76.1K	1	0.04%	Reduced
724	Shinko Asset Management Company Tokyo, Japan	$501K	-$70K	1	0%	Reduced
725	SAG Sterne Agee Group Birmingham, Alabama	$485K	+$33.1K	1	0.07%	Increased