← 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	TH Timber Hill Greenwich, Connecticut	$284K	-$80.4K	1	0%	Reduced
752	KA KLCM Advisors Milwaukee, Wisconsin	$276K	+$21.2K	1	0.1%	Increased
753	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$269K	-$23K	1	0.03%	Reduced
754	WA Winfield Associates Cleveland, Ohio	$267K	-$61.2K	1	0.18%	Reduced
755	NA Navellier & Associates Reno, Nevada	$265K	+$276K	1	0.03%	New
756	WA Wheatland Advisors Lancaster, Pennsylvania	$262K	$0	1	0.27%	Maintained
757	Legal & General Group London, United Kingdom	$259K	$0	2	0%	Maintained
758	Los Angeles Capital Management Los Angeles, California	$259K	-$21.7K	1	0%	Reduced
759	PCM Prelude Capital Management New York	$257K	+$224K	2	0.04%	New
760	CBN Cadence Bank NA Houston, Texas	$256K	-$599K	1	0.14%	Reduced
761	OCG Opus Capital Group Cincinnati, Ohio	$252K	+$262K	1	0.04%	New
762	DP Dearborn Partners Chicago, Illinois	$251K	+$16.2K	1	0.02%	Increased
763	AHL Partners London, United Kingdom	$250K	+$15.2K	1	0.02%	Increased
764	EARNEST Partners Atlanta, Georgia	$250K	$0	1	0%	Maintained
765	GLRA Gerald L. Ray & Associates Dallas, Texas	$248K	+$44.4K	1	0.04%	Increased
766	MIS Morningstar Investment Services Chicago, Illinois	$248K	-$29.2K	1	0.01%	Reduced
767	WI Wedgewood Investors Erie, Pennsylvania	$247K	-$24.4K	1	0.25%	Reduced
768	AP Advisor Partners Walnut Creek, California	$246K	-$98.9K	1	0.08%	Reduced
769	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$245K	-$71.8K	1	0.03%	Reduced
770	BCM BTR Capital Management Oakland, California	$245K	$0	1	0.06%	Maintained
771	Clark Capital Management Group Philadelphia, Pennsylvania	$244K	$0	1	0.02%	Maintained
772	ACM Argentus Capital Management Dallas, Texas	$241K	-$1.46M	1	0.08%	Reduced
773	Todd Asset Management Louisville, Kentucky	$241K	+$251K	1	0.01%	New
774	JAM JCIC Asset Management Toronto, Ontario, Canada	$238K	-$2.13M	1	0.07%	Reduced
775	WEC Winslow Evans & Crocker Boston, Massachusetts	$238K	+$116K	2	0.07%	Increased