← 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	CAS Cue Advisory Services Phoenix, Arizona	$430K	-$12.7K	1	0.37%	Reduced
702	SIA SeaBridge Investment Advisors Summit, New Jersey	$426K	+$1.84K	1	0.11%	Increased
703	SI SII Investments Appleton, Wisconsin	$426K	-$128K	1	0.03%	Reduced
704	CCA Cobblestone Capital Advisors Rochester, New York	$424K	+$39.2K	1	0.06%	Increased
705	Burney Company Reston, Virginia	$421K	-$208K	1	0.03%	Reduced
706	HIC Holderness Investments Company Greensboro, North Carolina	$420K	-$14.6K	1	0.42%	Reduced
707	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$417K	$0	1	0.21%	Maintained
708	Edmond de Rothschild Holding Chambesy, Switzerland	$403K	-$104K	2	0.01%	Reduced
709	AHC Anderson Hoagland & Co St Louis, Missouri	$398K	$0	1	0.24%	Maintained
710	BIG Bellwether Investment Group Chattanooga, Tennessee	$396K	+$407K	1	0.43%	New
711	WIP Wellesley Investment Partners Wellesley, Massachusetts	$393K	+$39.2K	1	0.21%	Increased
712	EFS Essex Financial Services Essex, Connecticut	$389K	+$307	1	0.09%	Increased
713	Shinko Asset Management Company Tokyo, Japan	$389K	-$4.61K	1	0%	Reduced
714	CCA Checchi Capital Advisers Beverly Hills, California	$385K	+$15.9K	2	0.04%	Increased
715	GC Globeflex Capital San Diego, California	$379K	+$325K	1	0.1%	New
716	MAM Mizuho Asset Management Tokyo, Japan	$378K	+$191K	1	0.07%	Increased
717	AP Advisor Partners Walnut Creek, California	$376K	+$10.5K	1	0.13%	Increased
718	DP Dearborn Partners Chicago, Illinois	$374K	+$82.9K	1	0.03%	Increased
719	PTC Private Trust Company Cleveland, Ohio	$373K	+$6.2K	1	0.1%	Increased
720	FRM Fox Run Management Greenwich, Connecticut	$371K	+$382K	1	0.18%	New
721	NB Nicolet Bankshares Green Bay, Wisconsin	$371K	+$24K	1	0.24%	Increased
722	Beck Mack & Oliver New York	$370K	$0	1	0.01%	Maintained
723	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$366K	+$234K	2	0.05%	Increased
724	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$365K	+$375K	1	0.23%	New
725	FIM Frontier Investment Management Dallas, Texas	$363K	+$246	1	0.05%	Increased