← 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
751	MCM McKinley Capital Management Anchorage, Alaska	$474K	-$66K	1	0.02%	Reduced
752	COI Connable Office Inc Kalamazoo, Michigan	$471K	$0	1	0.13%	Maintained
753	DIA Denver Investment Advisors Denver, Colorado	$469K	-$10.3M	1	0.01%	Reduced
754	HIC Harvey Investment Company Louisville, Kentucky	$469K	-$73.7K	1	0.12%	Reduced
755	RNS Robert N. Shapiro	$457K	-$17.4K	2	0.08%	Reduced
756	BFIM Beese Fulmer Investment Management Canton, Ohio	$455K	+$66.3K	1	0.16%	Increased
757	ARTA A.R.T. Advisors New York	$451K	+$445K	2	0.02%	New
758	Salem Investment Counselors Winston Salem, North Carolina	$451K	$0	1	0.06%	Maintained
759	Moore Capital Management New York	$444K	+$435K	1	0.01%	New
760	RIL Rothschild Investment LLC Chicago, Illinois	$444K	$0	1	0.06%	Maintained
761	NGA Naples Global Advisors Naples, Florida	$440K	+$108K	1	0.27%	Increased
762	BBI Baxter Bros Inc Riverside, Connecticut	$439K	$0	1	0.2%	Maintained
763	Advisory Services Network Atlanta, Georgia	$421K	-$116K	1	0.22%	Reduced
764	FIM Frontier Investment Management Dallas, Texas	$421K	$0	1	0.07%	Maintained
765	NG NatWest Group Edinburgh, Scotland, United Kingdom	$421K	+$57.3K	1	0.02%	Increased
766	PTC Private Trust Company Cleveland, Ohio	$421K	+$42.7K	2	0.16%	Increased
767	RBA Richard Bernstein Advisors New York	$408K	$0	1	0.06%	Maintained
768	ETrade Capital Management Arlington, Virginia	$403K	-$1.26M	2	0.03%	Reduced
769	Prospera Financial Services Dallas, Texas	$401K	+$395K	1	0.13%	New
770	FTC Farmers Trust Company Youngstown, Ohio	$396K	-$28.3K	1	0.14%	Reduced
771	WI Wedgewood Investors Erie, Pennsylvania	$392K	$0	1	0.42%	Maintained
772	GVT Genesee Valley Trust Pittsford, New York	$390K	+$382K	1	0.25%	New
773	WA Wheatland Advisors Lancaster, Pennsylvania	$386K	$0	1	0.39%	Maintained
774	CS Comerica Securities Detroit, Michigan	$385K	+$14.1K	1	0.37%	Increased
775	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$385K	-$418K	1	0.07%	Reduced