← 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	GCIA Gabelli & Co Investment Advisers Rye, New York	$586K	$0	1	0.07%	Maintained
702	CK Cohen Klingenstein New York	$585K	$0	1	0.09%	Maintained
703	AP Advisor Partners Walnut Creek, California	$580K	+$52.4K	1	0.15%	Increased
704	Two Sigma Investments New York	$578K	-$77.5M	2	0%	Reduced
705	LIC Lodestar Investment Counsel Chicago, Illinois	$572K	+$14.2K	1	0.07%	Increased
706	CCA Checchi Capital Advisers Beverly Hills, California	$570K	-$23.1K	2	0.07%	Reduced
707	MCM Matarin Capital Management New York	$567K	+$588K	1	0.06%	New
708	AHC Anderson Hoagland & Co St Louis, Missouri	$564K	+$91.4K	1	0.3%	Increased
709	Moneta Group Investment Advisors St Louis, Missouri	$556K	+$15.3K	1	0.11%	Increased
710	TSS Two Sigma Securities New York	$551K	+$528K	1	0.11%	New
711	HIC Holderness Investments Company Greensboro, North Carolina	$536K	+$3.55K	1	0.27%	Increased
712	Wedbush Securities Los Angeles, California	$535K	-$37.2K	1	0.07%	Reduced
713	Greenleaf Trust Kalamazoo, Michigan	$533K	+$516K	2	0.01%	New
714	CAM Columbia Asset Management Ann Arbor, Michigan	$531K	+$10.7K	2	0.18%	Increased
715	RIM Regent Investment Management Louisville, Kentucky	$528K	-$11.4K	1	0.2%	Reduced
716	FineMark National Bank & Trust Fort Myers, Florida	$524K	+$26.9K	1	0.04%	Increased
717	Tiedemann Advisors New York	$520K	+$498K	1	0.04%	New
718	ACM Alethea Capital Management Mercer Island, Washington	$519K	$0	1	0.62%	Maintained
719	FNB Farmers National Bank Danville, Kentucky	$518K	$0	1	0.3%	Maintained
720	Independent Advisor Alliance Charlotte, North Carolina	$518K	+$493K	1	0.08%	New
721	FP FDO Partners Cambridge, Massachusetts	$516K	-$1.47M	1	0.13%	Reduced
722	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$515K	+$497K	3	0.01%	New
723	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$511K	-$52.6K	1	0.46%	Reduced
724	Mariner Independent Advisor Network Overland Park, Kansas	$507K	+$474K	1	0.06%	New
725	IRF IBM Retirement Fund Armonk, New York	$504K	-$2.69M	1	0.14%	Reduced