← 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	SG Stonnington Group Pasadena, California	$2.08M	-$474K	1	0.54%	Reduced
702	Engineers Gate Manager New York	$2.05M	+$1.09M	2	0.09%	Increased
703	CCLA Investment Management London, United Kingdom	$2.05M	$0	1	0.04%	Maintained
704	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.04M	-$48.7K	5	0.01%	Reduced
705	CIC Cornercap Investment Counsel Atlanta, Georgia	$2.03M	-$565K	2	0.36%	Reduced
706	Bank Julius Baer & Co Zurich, Switzerland	$2.03M	-$56.2K	2	0.01%	Reduced
707	MCM Mill Capital Management Concord, North Carolina	$2.02M	+$1.33K	1	0.21%	Increased
708	UCB United Community Bank Greenville, South Carolina	$2.02M	+$18.3K	1	1.91%	Increased
709	SIA Schechter Investment Advisors Birmingham, Michigan	$2.02M	-$22.3K	2	0.19%	Reduced
710	Exchange Traded Concepts Oklahoma City, Oklahoma	$2.01M	+$1.97M	2	0.06%	Increased
711	Cresset Asset Management Chicago, Illinois	$2.01M	+$8.82K	1	0.04%	Increased
712	WB Webster Bank Waterbury, Connecticut	$2M	-$41.5K	2	0.26%	Reduced
713	SP Symmetry Partners Glastonbury, Connecticut	$2M	$0	1	0.11%	Maintained
714	Harbour Investments Madison, Wisconsin	$2M	+$176K	3	0.11%	Increased
715	BOH Bank of Hawaii Honolulu, Hawaii	$1.99M	-$257K	2	0.12%	Reduced
716	CAM Claret Asset Management Montreal, Quebec, Canada	$1.97M	-$35.5K	1	0.39%	Reduced
717	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.96M	-$1.81M	2	0.36%	Reduced
718	HCCM Hudson Canyon Capital Management New York	$1.96M	-$9.65K	1	1.64%	Reduced
719	WPC White Pine Capital Bloomington, Minnesota	$1.95M	-$1.14K	1	0.76%	Reduced
720	Nordea Investment Management Stockholm, Sweden	$1.95M	+$1.93M	1	0%	New
721	GF Gries Financial Cleveland, Ohio	$1.93M	+$54.6K	1	0.57%	Increased
722	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$1.93M	-$16.6K	1	1.26%	Reduced
723	NC NovaPoint Capital Atlanta, Georgia	$1.92M	+$321K	2	0.79%	Increased
724	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.91M	$0	1	2.16%	Maintained
725	PAA Peregrine Asset Advisers Portland, Oregon	$1.91M	+$1.85M	1	1.87%	New