← 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	Bragg Financial Advisors Charlotte, North Carolina	$20M	-$1.25M	1	0.95%	Reduced
277	ExodusPoint Capital Management New York	$20M	+$13.9M	3	0.13%	Increased
278	Calamos Advisors Naperville, Illinois	$19.7M	-$236K	1	0.1%	Reduced
279	Advisors Asset Management Monument, Colorado	$19.7M	+$532K	3	0.4%	Increased
280	MLL Moody Lynn & Lieberson Boston, Massachusetts	$19.6M	-$609K	1	1.49%	Reduced
281	Alpha Cubed Investments Irvine, California	$19.5M	+$4.14M	1	1.09%	Increased
282	Oppenheimer & Co New York	$19.5M	+$398K	4	0.36%	Increased
283	SC Shellback Capital Boston, Massachusetts	$19.4M	+$17.7M	1	1.7%	New
284	TC TwinBeech Capital Purchase, New York	$19.3M	+$2.45M	2	0.31%	Increased
285	Mutual of America Capital Management New York	$19.3M	-$807K	3	0.22%	Reduced
286	RAM Rempart Asset Management Montreal, Canada	$18.9M	-$29.2K	1	3.9%	Reduced
287	Hantz Financial Services Southfield, Michigan	$18.9M	-$548K	2	0.41%	Reduced
288	Capital Advisors Inc Tulsa, Oklahoma	$18.8M	+$201K	1	0.42%	Increased
289	NRG Nemes Rush Group Novi, Michigan	$18.8M	-$102K	1	3.03%	Reduced
290	Lincoln National Corp Radnor, Pennsylvania	$18.6M	+$1.88M	2	0.33%	Increased
291	GIM Goelzer Investment Management Carmel, Indiana	$18.5M	-$141K	1	1.19%	Reduced
292	Moran Wealth Management Naples, Florida	$18.3M	-$643K	1	0.65%	Reduced
293	State of Alaska Department of Revenue Juneau, Alaska	$18.2M	-$738K	4	0.22%	Reduced
294	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$18.2M	+$4.14M	3	0.01%	Increased
295	Point72 Asset Management Stamford, Connecticut	$18.2M	-$6.3M	1	0.04%	Reduced
296	Raymond James Trust St. Petersburg, Florida	$18.1M	+$392K	3	0.48%	Increased
297	PR Payden & Rygel Los Angeles, California	$17.9M	+$331K	1	1.24%	Increased
298	WesBanco Bank Wheeling, West Virginia	$17.7M	-$740K	1	1%	Reduced
299	Boothbay Fund Management New York	$17.6M	+$11.3M	2	0.45%	Increased
300	FFM Fullerton Fund Management Singapore	$17.4M	-$23.4M	1	1.02%	Reduced