← 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
726	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$514K	-$39.8K	2	0.11%	Reduced
727	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$513K	$0	1	0.15%	Maintained
728	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$507K	-$17.6K	1	0.05%	Reduced
729	SIG Schooner Investment Group Wayne, Pennsylvania	$507K	-$176K	1	0.24%	Reduced
730	FIM Fruth Investment Management Houston, Texas	$504K	-$7.06K	1	0.24%	Reduced
731	WA Winfield Associates Cleveland, Ohio	$504K	-$63.5K	1	0.35%	Reduced
732	AMG National Trust Bank Greenwood Village, Colorado	$500K	+$112K	1	0.05%	Increased
733	DAM Delta Asset Management Memphis, Tennessee	$493K	+$15.9K	1	0.09%	Increased
734	ATC Argent Trust Co Nashville, Tennessee	$492K	+$51.5K	1	0.25%	Increased
735	KA KLCM Advisors Milwaukee, Wisconsin	$484K	+$175K	1	0.12%	Increased
736	SCP Sandhill Capital Partners Buffalo, New York	$476K	-$101K	1	0.15%	Reduced
737	Shinko Asset Management Company Tokyo, Japan	$471K	-$28.1K	1	0%	Reduced
738	Sterling Capital Management Charlotte, North Carolina	$471K	+$34.8K	1	0%	Increased
739	FTC Farmers Trust Company Youngstown, Ohio	$469K	$0	1	0.16%	Maintained
740	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$467K	-$4.22M	1	0.1%	Reduced
741	WTB Washington Trust Bank Spokane, Washington	$465K	$0	2	0.11%	Maintained
742	Braun Stacey Associates New York	$462K	+$484K	1	0.02%	New
743	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$462K	+$13.1K	1	0.21%	Increased
744	BAM Brave Asset Management Summit, New Jersey	$456K	$0	2	0.32%	Maintained
745	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$455K	+$476K	1	0.24%	New
746	IP Isthmus Partners Madison, Wisconsin	$455K	+$33K	1	0.15%	Increased
747	AWA ARS Wealth Advisors St. Petersburg, Florida	$447K	-$25.1K	1	0.2%	Reduced
748	FNB First Niagara Bank Lockport, New York	$442K	-$10.4K	1	0.1%	Reduced
749	Heritage Investors Management Corp Bethesda, Maryland	$442K	-$60K	1	0.03%	Reduced
750	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$439K	-$176K	1	0.04%	Reduced