← 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
1351	AHIA Andrew Hill Investment Advisors Naples, Florida	$6.31M	-$196K	2	4.68%	Reduced
1352	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$6.31M	+$4.41M	2	0.37%	Increased
1353	GC Globeflex Capital San Diego, California	$6.27M	-$457K	2	0.8%	Reduced
1354	Mesirow Financial Investment Management Chicago, Illinois	$6.27M	+$151K	2	0.1%	Increased
1355	VCA Verdence Capital Advisors Hunt Valley, Maryland	$6.26M	-$55.4K	5	0.33%	Reduced
1356	FNB Farmers National Bank Danville, Kentucky	$6.24M	+$924K	1	1.3%	Increased
1357	SIG Sky Investment Group Hartford, Connecticut	$6.24M	+$75.9K	2	0.98%	Increased
1358	TNA True North Advisors Dallas, Texas	$6.2M	+$3.06K	1	0.59%	Increased
1359	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$6.2M	+$433K	5	0.42%	Increased
1360	Hancock Whitney Gulfport, Mississippi	$6.16M	-$2.27M	3	0.1%	Reduced
1361	GMFG Greater Midwest Financial Group St. Paul, Minnesota	$6.16M	-$1.44M	2	3.07%	Reduced
1362	CFM Capricorn Fund Managers London, United Kingdom	$6.15M	+$5.46M	2	0.48%	New
1363	DA Doliver Advisors Houston, Texas	$6.14M	+$1.09M	1	1.39%	Increased
1364	Cullen Capital Management New York	$6.11M	-$73.4K	1	0.06%	Reduced
1365	Csenge Advisory Group Clearwater, Florida	$6.1M	-$306K	3	0.25%	Reduced
1366	ZDA Zweig-DiMenna Associates New York	$6.1M	+$4.99M	1	0.55%	New
1367	Group One Trading Chicago, Illinois	$6.1M	+$5.14M	3	0.01%	Increased
1368	CX Institutional Auburn, Indiana	$6.09M	-$375K	4	0.18%	Reduced
1369	WTA Washington Trust Advisors Wellesley, Massachusetts	$6.09M	-$722K	2	0.45%	Reduced
1370	BWP Burling Wealth Partners Chicago, Illinois	$6.06M	+$322K	1	0.89%	Increased
1371	HIA Harbor Investment Advisory Lutherville, Maryland	$6.06M	-$2.7M	4	0.42%	Reduced
1372	ET Entropy Technologies New York	$6.05M	+$4.31M	3	0.24%	Increased
1373	Profund Advisors Bethesda, Maryland	$6.02M	+$195K	5	0.17%	Increased
1374	IGM Incline Global Management New York	$5.99M	+$5.51M	1	1.68%	New
1375	TC Truvestments Capital Sarasota, Florida	$5.98M	+$191K	5	0.89%	Increased