← 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
1301	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$6.92M	+$4.05M	1	0.35%	Increased
1302	SWM SeaCrest Wealth Management Purchase, New York	$6.92M	-$2.57M	2	0.77%	Reduced
1303	Blue Trust Inc Alpharetta, Georgia	$6.91M	+$51K	4	0.07%	Increased
1304	WCM Windward Capital Management Los Angeles, California	$6.9M	+$48.4K	1	0.52%	Increased
1305	TIM Thompson Investment Management Madison, Wisconsin	$6.89M	$0	2	0.79%	Maintained
1306	HH Hilltop Holdings Dallas, Texas	$6.88M	-$152K	2	0.53%	Reduced
1307	SWM Scissortail Wealth Management Tulsa, Oklahoma	$6.85M	-$171K	1	1.32%	Reduced
1308	GLOBALT Investments Atlanta, Georgia	$6.85M	-$285K	1	0.23%	Reduced
1309	CFM Compass Financial Management Tampa, Florida	$6.85M	+$6.85M	4	0.83%	New
1310	OFS OMC Financial Services Dewitt, New York	$6.84M	-$174K	1	2.27%	Reduced
1311	MO McMillan Office St. Clair Shores, Michigan	$6.83M	$0	2	0.78%	Maintained
1312	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$6.83M	+$156K	2	0.33%	Increased
1313	OF Outfitter Financial Brunswick, Maine	$6.81M	-$113K	2	4.77%	Reduced
1314	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$6.81M	-$1.44M	1	0.37%	Reduced
1315	AWM Affinity Wealth Management Wilmington, Delaware	$6.81M	+$224K	2	0.88%	Increased
1316	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$6.75M	+$149K	3	1.38%	Increased
1317	Caxton Associates (UK) London,	$6.69M	-$1.42M	2	0.13%	Reduced
1318	HRC Hoertkorn Richard Charles	$6.69M	-$113K	1	4.48%	Reduced
1319	GD Grandfield & Dodd New York	$6.68M	-$500K	2	0.35%	Reduced
1320	WR WD Rutherford Portland, Oregon	$6.65M	-$62.3K	1	2.41%	Reduced
1321	FMB Field & Main Bank Henderson, Kentucky	$6.64M	+$38.5K	2	1.37%	Increased
1322	RSC Red Spruce Capital Berwyn, Pennsylvania	$6.63M	+$53.2K	1	2.31%	Increased
1323	DCA DSG Capital Advisors Edina, Minnesota	$6.63M	+$1.73M	1	0.94%	Increased
1324	ArrowMark Colorado Holdings Denver, Colorado	$6.62M	+$1.09M	1	0.28%	Increased
1325	ACM Aljian Capital Management Carson City, Nevada	$6.62M	+$18.4K	2	1.23%	Increased