← 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	FNB Farmers National Bank Danville, Kentucky	$529K	$0	1	0.3%	Maintained
702	CK Cohen Klingenstein New York	$527K	$0	1	0.09%	Maintained
703	GCP GSA Capital Partners London, United Kingdom	$524K	-$146K	1	0.03%	Reduced
704	Wedbush Securities Los Angeles, California	$520K	-$14.4K	1	0.08%	Reduced
705	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$519K	$0	1	0.19%	Maintained
706	VFA Voya Financial Advisors Windsor, Connecticut	$517K	+$296K	2	0.05%	Increased
707	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$512K	+$501K	1	0.49%	New
708	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$510K	+$6.99K	1	0.18%	Increased
709	Loews Corp New York	$508K	$0	1	0%	Maintained
710	LIC Lodestar Investment Counsel Chicago, Illinois	$504K	$0	1	0.07%	Maintained
711	Moneta Group Investment Advisors St Louis, Missouri	$489K	+$124K	1	0.1%	Increased
712	RIM Regent Investment Management Louisville, Kentucky	$488K	-$52.5K	1	0.25%	Reduced
713	HIC Holderness Investments Company Greensboro, North Carolina	$482K	+$9.84K	1	0.43%	Increased
714	AP Advisor Partners Walnut Creek, California	$475K	+$15.7K	1	0.14%	Increased
715	CAS Cue Advisory Services Phoenix, Arizona	$475K	-$11.8K	1	0.38%	Reduced
716	ACM Alethea Capital Management Mercer Island, Washington	$470K	-$32.8K	1	0.59%	Reduced
717	CAM Columbia Asset Management Ann Arbor, Michigan	$470K	-$38.5K	2	0.16%	Reduced
718	Wealthfront Palo Alto, California	$469K	+$21.8K	1	0.01%	Increased
719	WIA Westbourne Investment Advisors Annapolis, Maryland	$466K	$0	1	0.41%	Maintained
720	SI SII Investments Appleton, Wisconsin	$464K	+$262	1	0.03%	Increased
721	Trexquant Investment Stamford, Connecticut	$459K	-$1.02M	1	0.07%	Reduced
722	ECM Everence Capital Management Goshen, Indiana	$451K	-$153K	1	0.13%	Reduced
723	FineMark National Bank & Trust Fort Myers, Florida	$451K	$0	2	0.04%	Maintained
724	LMR Partners London, United Kingdom	$451K	+$84.2K	1	0.07%	Increased
725	CFN Cordasco Financial Network Naples, Florida	$449K	-$117K	1	0.51%	Reduced