← 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
926	DA Dillon & Associates Jackson, Michigan	$301K	$0	1	0.11%	Maintained
927	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$301K	-$29.5K	1	0.17%	Reduced
928	Perpetual Ltd Sydney, New South Wales, Australia	$300K	$0	1	0.05%	Maintained
929	DA Doliver Advisors Houston, Texas	$298K	+$72.9K	1	0.15%	Increased
930	Savant Capital Rockford, Illinois	$297K	-$6.36K	1	0.06%	Reduced
931	Altshuler Shaham Tel Aviv, Israel	$293K	$0	1	0.01%	Maintained
932	Horizon Kinetics New York	$293K	-$252K	1	0.01%	Reduced
933	Quadrant Capital Group Cincinnati, Ohio	$293K	+$109K	3	0.08%	Increased
934	HighPoint Advisor Group Downers Grove, Illinois	$291K	+$28.1K	1	0.08%	Increased
935	PEAK6 Investments Chicago, Illinois	$289K	+$312K	1	0%	New
936	Fulton Bank Lancaster, Pennsylvania	$288K	+$3.44K	1	0.02%	Increased
937	Covington Capital Management Los Angeles, California	$287K	+$45.9K	3	0.02%	Increased
938	SIM Spark Investment Management New York	$284K	$0	1	0.02%	Maintained
939	WI Wedgewood Investors Erie, Pennsylvania	$283K	$0	1	0.52%	Maintained
940	IIM Ironwood Investment Management Boston, Massachusetts	$282K	$0	1	0.26%	Maintained
941	RIM Rampart Investment Management Hartford, Connecticut	$282K	-$175K	1	0.08%	Reduced
942	RCS Retirement Capital Strategies San Jose, California	$281K	$0	1	0.16%	Maintained
943	Simplicity Solutions Minneapolis, Minnesota	$280K	-$510K	1	0.04%	Reduced
944	AC Abbrea Capital Greenbrae, California	$272K	$0	1	0.09%	Maintained
945	FPFS First Personal Financial Services Charlotte, North Carolina	$270K	-$14.6K	2	0.09%	Reduced
946	TCB Texas Capital Bancshares Dallas, Texas	$270K	-$2.99K	1	0.61%	Reduced
947	HBK Sorce Advisory Erie, Pennsylvania	$268K	+$292K	1	0.03%	New
948	CCG Cypress Capital Group Palm Beach, Florida	$264K	+$32.5K	1	0.06%	Increased
949	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$261K	$0	1	0.08%	Maintained
950	SAA Southeast Asset Advisors Thomasville, Georgia	$261K	$0	1	0.08%	Maintained