← 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
851	Becker Capital Management Portland, Oregon	$607K	$0	1	0.02%	Maintained
852	Osborn Williams & Donohoe Cincinnati, Ohio	$604K	+$566K	1	0.06%	New
853	CK Cohen Klingenstein New York	$602K	$0	1	0.04%	Maintained
854	HighPoint Advisor Group Downers Grove, Illinois	$602K	-$11.1K	2	0.12%	Reduced
855	MCM McRae Capital Management Morristown, New Jersey	$595K	-$69.4K	1	0.22%	Reduced
856	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$594K	-$251K	1	0.25%	Reduced
857	Carson Wealth (CWM LLC) Omaha, Nebraska	$589K	$0	3	0%	Maintained
858	Bellecapital Zurich, Switzerland	$587K	$0	1	0.3%	Maintained
859	HL HeadInvest LLC Portland, Maine	$586K	-$10.1K	2	0.17%	Reduced
860	Jefferies Group New York	$584K	-$5.48M	1	0%	Reduced
861	Pacer Advisors Malvern, Pennsylvania	$584K	-$2.47M	2	0.03%	Reduced
862	Point72 Hong Kong Hong Kong	$583K	+$494K	3	0.14%	Increased
863	Greenleaf Trust Kalamazoo, Michigan	$581K	-$222K	1	0.01%	Reduced
864	IRF IBM Retirement Fund Armonk, New York	$575K	-$37.8K	1	0.1%	Reduced
865	Rodgers Brothers Harmony, Pennsylvania	$575K	-$769K	1	0.15%	Reduced
866	ACA Ackerman Capital Advisors Dallas, Texas	$568K	$0	1	0.17%	Maintained
867	Harfst & Associates Sheridan, Wyoming	$568K	+$31.7K	1	0.22%	Increased
868	Iron Gate Global Advisors Nsl, Utah	$568K	$0	1	0.32%	Maintained
869	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$568K	$0	1	0.24%	Maintained
870	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$563K	+$253K	1	0%	Increased
871	CAS Cascadia Advisory Services Portland, Oregon	$558K	+$515K	2	0.16%	New
872	AW Alpha Windward Westwood, Massachusetts	$554K	+$482K	2	0.35%	Increased
873	Griffin Asset Management New York	$551K	+$2.22K	1	0.08%	Increased
874	Smith, Moore & Co Clayton, Missouri	$551K	-$138K	1	0.11%	Reduced
875	SC SRB Corp Boston, Massachusetts	$550K	$0	1	0.04%	Maintained