← 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
801	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$366K	+$20.8K	1	0.15%	Increased
802	WFM Wilmington Funds Management Wilmington, Delaware	$365K	-$312K	1	0.04%	Reduced
803	Tower Research Capital (TRC) New York	$361K	-$220K	4	0.05%	Reduced
804	SCM Scopia Capital Management New York	$358K	$0	1	0.01%	Maintained
805	Stock Yards Bank & Trust Louisville, Kentucky	$357K	+$16.2K	1	0.05%	Increased
806	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$351K	-$357K	1	0.24%	Reduced
807	Luther King Capital Management (LKCM) Fort Worth, Texas	$347K	+$312K	2	0%	Increased
808	EIM Essex Investment Management Boston, Massachusetts	$345K	-$445K	1	0.05%	Reduced
809	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$345K	$0	1	0.12%	Maintained
810	PIM Penobscot Investment Management Boston, Massachusetts	$344K	+$10.4K	1	0.12%	Increased
811	DTL Dynamic Technology Lab Singapore	$339K	+$312K	1	0.16%	New
812	Prospera Financial Services Dallas, Texas	$337K	-$76.5K	1	0.09%	Reduced
813	SC Spitfire Capital Mill Valley, California	$336K	$0	1	0.17%	Maintained
814	MC Menta Capital San Francisco, California	$335K	+$309K	1	0.06%	New
815	Bahl & Gaynor Cincinnati, Ohio	$333K	$0	1	0.01%	Maintained
816	CAM Columbia Asset Management Ann Arbor, Michigan	$328K	$0	1	0.13%	Maintained
817	HIC Harvey Investment Company Louisville, Kentucky	$328K	-$148K	1	0.08%	Reduced
818	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$327K	+$98.3K	1	0.04%	Increased
819	RCA Rex Capital Advisors Providence, Rhode Island	$326K	$0	1	0.29%	Maintained
820	NFG Next Financial Group Houston, Texas	$322K	+$347K	2	0.17%	New
821	CCA Cobblestone Capital Advisors Rochester, New York	$320K	+$36.4K	1	0.06%	Increased
822	LPT Legacy Private Trust Neenah, Wisconsin	$320K	$0	1	0.05%	Maintained
823	Sterling Capital Management Charlotte, North Carolina	$320K	-$1.01M	1	0%	Reduced
824	GAM Griffin Asset Management New York	$316K	+$7.05K	1	0.1%	Increased
825	BC Banced Corp Edwardsville, Illinois	$315K	-$26.9K	1	0.38%	Reduced