← 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
276	WBC Westpac Banking Corp Sydney, Australia	$11.9M	-$3.12M	1	0.13%	Reduced
277	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$11.9M	+$247K	1	1.94%	Increased
278	Exencial Wealth Advisors Oklahoma City, Oklahoma	$11.6M	+$6.09M	1	0.5%	Increased
279	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$11.6M	+$4.06M	1	1.19%	Increased
280	MCM Makena Capital Management Menlo Park, California	$11.5M	+$12.4M	1	1.95%	New
281	Oppenheimer Asset Management New York	$11.5M	+$4.9M	4	0.16%	Increased
282	FP Foundry Partners Minneapolis, Minnesota	$11.5M	-$4.32M	1	0.41%	Reduced
283	Advisors Asset Management Monument, Colorado	$11.4M	+$173K	2	0.17%	Increased
284	Kornitzer Capital Management Shawnee Mission, Kansas	$11.4M	-$7.99K	2	0.18%	Reduced
285	Raymond James Trust St. Petersburg, Florida	$11.4M	+$462K	3	0.38%	Increased
286	First National Bank of Omaha Omaha, Nebraska	$11.2M	-$1.53M	1	0.57%	Reduced
287	CIS Connors Investor Services Wyomissing, Pennsylvania	$11.2M	+$400K	1	1.18%	Increased
288	Utah Retirement Systems Salt Lake City, Utah	$11M	-$607K	2	0.15%	Reduced
289	British Columbia Investment Management Victoria, British Columbia, Canada	$11M	+$9.91K	1	0.06%	Increased
290	WhitTier Trust Company Reno, Nevada	$10.7M	+$345K	3	0.44%	Increased
291	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.6M	-$15.8M	5	0.2%	Reduced
292	Busey Bank Urbana, Illinois	$10.6M	+$670K	2	0.43%	Increased
293	AF Alerus Financial Grand Forks, North Dakota	$10.6M	-$107K	1	0.96%	Reduced
294	Cambridge Investment Research Advisors Fairfield, Iowa	$10.6M	+$1M	3	0.05%	Increased
295	GIM Goelzer Investment Management Carmel, Indiana	$10.5M	-$162K	1	0.92%	Reduced
296	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$10.4M	+$686K	3	0.12%	Increased
297	SAM Socorro Asset Management Dallas, Texas	$10.4M	-$375K	1	2.92%	Reduced
298	Engineers Gate Manager New York	$10.3M	+$8.99M	3	0.59%	Increased
299	SG Americas Securities New York	$10.2M	-$1.29M	6	0.05%	Reduced
300	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.1M	-$2.07M	1	2.12%	Reduced