← 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
226	Bridges Investment Management Omaha, Nebraska	$11.2M	+$3.2M	1	0.52%	Increased
227	LPL Financial San Diego, California	$11.2M	+$1.39M	2	0.03%	Increased
228	MC Martin Currie Edinburgh, United Kingdom	$11.2M	+$66.1K	1	0.77%	Increased
229	Gulf International Bank (UK) London, United Kingdom	$11M	-$130K	1	0.14%	Reduced
230	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.8M	+$123K	1	2.33%	Increased
231	RCYC Richard C. Young & Co Newport, Rhode Island	$10.8M	+$7.23K	1	2.15%	Increased
232	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$10.6M	-$874K	3	0.13%	Reduced
233	State of Tennessee, Department of Treasury Nashville, Tennessee	$10.6M	+$295K	3	0.05%	Increased
234	Fjarde Ap-fonden Stockholm, Sweden	$10.3M	-$16.3K	1	0.16%	Reduced
235	Jane Street New York	$10.1M	+$4.24M	2	0.03%	Increased
236	EA Edge Advisors Atlanta, Georgia	$10.1M	+$126K	2	0.95%	Increased
237	TCM Twin Capital Management Mcmurray, Pennsylvania	$10M	+$575K	1	0.52%	Increased
238	GAI General American Investors New York	$9.92M	$0	1	0.94%	Maintained
239	JP Morgan Private Wealth Advisors San Francisco, California	$9.91M	+$277K	2	0.07%	Increased
240	TPSF Texas Permanent School Fund Austin, Texas	$9.9M	-$552K	2	0.13%	Reduced
241	SIM Sonora Investment Management Tucson, Arizona	$9.89M	+$4.19M	2	1.57%	Increased
242	PP Prospector Partners Guilford, Connecticut	$9.78M	-$148K	2	1.43%	Reduced
243	Mirae Asset Global Investments Seoul, South Korea	$9.65M	-$381K	2	0.13%	Reduced
244	Squarepoint New York	$9.63M	-$17.3M	1	0.15%	Reduced
245	Moore Capital Management New York	$9.59M	+$9.85M	1	0.19%	New
246	Wilmington Savings Fund Society Wilmington, Delaware	$9.45M	-$168K	1	0.54%	Reduced
247	State of Alaska Department of Revenue Juneau, Alaska	$9.45M	+$2.17M	3	0.2%	Increased
248	Commonwealth Equity Services Waltham, Massachusetts	$9.45M	+$655K	2	0.05%	Increased
249	DIA Davidson Investment Advisors Great Falls, Montana	$9.39M	-$278K	1	1.01%	Reduced
250	PDM Penn Davis McFarland Dallas, Texas	$9.33M	-$81.3K	1	2.85%	Reduced