← 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
826	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$17M	-$340K	2	0.39%	Reduced
827	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$16.9M	-$440K	2	1.53%	Reduced
828	CWM CMH Wealth Management Portsmouth, New Hampshire	$16.9M	-$4.85M	2	2.58%	Reduced
829	Central Trust Company Jefferson City, Missouri	$16.9M	+$990K	4	0.3%	Increased
830	RIM Ranger Investment Management Dallas, Texas	$16.8M	+$18.3M	1	1.06%	New
831	Zacks Investment Management Chicago, Illinois	$16.8M	+$1.06M	4	0.12%	Increased
832	Kingswood Wealth Advisors San Diego, California	$16.7M	-$35K	2	0.67%	Reduced
833	ECM EagleClaw Capital Management Boston, Massachusetts	$16.7M	-$30.2K	1	2.24%	Reduced
834	CAM Cypress Asset Management Houston, Texas	$16.7M	+$909K	3	3.25%	Increased
835	Aware Super Sydney, Australia	$16.7M	-$13.9M	1	0.24%	Reduced
836	SFI Siemens Fonds Invest Munich, Germany	$16.7M	+$147K	2	0.82%	Increased
837	ECP Electron Capital Partners New York	$16.7M	-$15.6M	1	0.66%	Reduced
838	MB MidFirst Bank Oklahoma City, Oklahoma	$16.6M	+$28.6K	2	1.18%	Increased
839	BWM BNC Wealth Management Beaverton, Oregon	$16.6M	+$176K	2	4.02%	Increased
840	RAM Robinhood Asset Management Menlo Park, California	$16.5M	+$7.36M	1	0.88%	Increased
841	Anchor Capital Advisors Boston, Massachusetts	$16.5M	+$10.7M	1	0.46%	Increased
842	Calamos Wealth Management Naperville, Illinois	$16.4M	-$99.7K	2	0.5%	Reduced
843	LCS Levin Capital Strategies New York	$16.4M	-$6.73M	3	1.1%	Reduced
844	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$16.4M	-$5.25M	3	1.43%	Reduced
845	EA Ellsworth Advisors Hudson, Ohio	$16.4M	+$12.6M	2	2.7%	Increased
846	PC Pier Capital Stamford, Connecticut	$16.4M	+$2.71M	3	2.17%	Increased
847	MIA MMBG Investment Advisors Miami, Florida	$16.4M	+$4.17M	2	1.3%	Increased
848	MP McDonald Partners Cleveland, Ohio	$16.3M	+$264K	2	3.97%	Increased
849	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$16.3M	-$8.36M	2	0.69%	Reduced
850	YIA YHB Investment Advisors West Hartford, Connecticut	$16.3M	+$680K	2	1.05%	Increased