← 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	Jefferies Group New York	$1.13M	+$1.06M	1	0.01%	New
727	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.12M	-$5.65K	1	0.58%	Reduced
728	KIA KCM Investment Advisors Greenbrae, California	$1.12M	+$36.4K	1	0.05%	Increased
729	FP Factorial Partners Mt. Kisco, New York	$1.11M	-$535K	1	0.92%	Reduced
730	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.1M	$0	1	0.43%	Maintained
731	1WA 180 Wealth Advisors Federal Way, Washington	$1.1M	+$989K	2	0.32%	New
732	CA Cornerstone Advisors Asheville, North Carolina	$1.08M	+$1.02M	1	0.09%	New
733	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$1.07M	-$5.65K	1	0.36%	Reduced
734	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$1.06M	-$102K	1	0.25%	Reduced
735	Clifford Swan Investment Counsel Pasadena, California	$1.06M	$0	1	0.05%	Maintained
736	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.06M	-$2.83K	1	0.33%	Reduced
737	HA Harfst & Associates Sheridan, Wyoming	$1.05M	+$281K	1	0.39%	Increased
738	DTL Dynamic Technology Lab Singapore	$1.05M	+$953K	2	0.17%	New
739	Greenleaf Trust Kalamazoo, Michigan	$1.04M	+$78K	1	0.01%	Increased
740	FIM Freedom Investment Management Hartford, Connecticut	$1.03M	+$152K	1	0.11%	Increased
741	SCI S&CO Inc Boston, Massachusetts	$1.03M	+$232K	2	0.09%	Increased
742	Marshall Wace London, United Kingdom	$1.03M	-$11.8M	1	0.01%	Reduced
743	Dakota Wealth Management Palm Beach Gardens, Florida	$1.01M	+$365K	1	0.13%	Increased
744	FIA FNY Investment Advisers New York	$1.01M	+$509K	1	0.27%	Increased
745	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1M	+$22.3K	1	0.15%	Increased
746	Horizon Kinetics Asset Management New York	$995K	-$8K	1	0.03%	Reduced
747	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$994K	-$3.24K	2	0.18%	Reduced
748	CCA Checchi Capital Advisers Beverly Hills, California	$989K	+$13.2K	2	0.1%	Increased
749	PCG Private Capital Group West Hartford, Connecticut	$989K	-$80.1K	3	0.18%	Reduced
750	Burney Company Reston, Virginia	$986K	-$4.29K	1	0.05%	Reduced