← 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
326	SAS Spectrum Advisory Services Atlanta, Georgia	$5.22M	+$5.01M	1	2.11%	New
327	DIA Davidson Investment Advisors Great Falls, Montana	$5.22M	+$5M	1	0.87%	New
328	Employees Retirement System of Texas Austin, Texas	$5.16M	+$4.95M	2	0.06%	New
329	TA Teton Advisors Rye, New York	$5.14M	+$5.09M	2	0.45%	New
330	Raymond James & Associates St Petersburg, Florida	$5.13M	+$4.95M	2	0.05%	New
331	TI Turner Investments Berwyn, Pennsylvania	$5.1M	+$4.92M	3	0.07%	New
332	Curi RMB Capital Chicago, Illinois	$5.07M	+$5.03M	2	0.38%	New
333	PP PDT Partners New York	$5.05M	+$5.11M	2	0.12%	New
334	Bridges Investment Management Omaha, Nebraska	$5.05M	+$4.84M	1	1.33%	New
335	LD Lipe & Dalton Syracuse, New York	$5.05M	+$4.84M	1	4.19%	New
336	HM Payson & Co Portland, Maine	$4.93M	+$5.05M	1	0.3%	New
337	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.93M	+$4.72M	1	0.2%	New
338	MCM Marathon Capital Management Hunt Valley, Maryland	$4.81M	+$4.82M	2	4.1%	New
339	VCM Vigilant Capital Management Portland, Maine	$4.74M	+$4.83M	3	1.41%	New
340	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.71M	+$4.51M	1	0.13%	New
341	TCM Tradition Capital Management Summit, New Jersey	$4.65M	+$4.76M	1	1.72%	New
342	EP Wealth Advisors Torrance, California	$4.58M	+$4.39M	1	1.65%	New
343	MAM Mizuho Asset Management Tokyo, Japan	$4.56M	+$4.37M	1	0.66%	New
344	CAM Cypress Asset Management Houston, Texas	$4.52M	+$4.33M	1	0.84%	New
345	Azimuth Capital Management Bloomfield Hills, Michigan	$4.48M	+$4.29M	1	0.79%	New
346	KIA KCM Investment Advisors Greenbrae, California	$4.46M	+$4.47M	2	0.54%	New
347	LTI Laffer Tengler Investments Nashville, Tennessee	$4.46M	+$4.27M	1	0.87%	New
348	Calamos Wealth Management Naperville, Illinois	$4.43M	+$4.24M	1	1.57%	New
349	CCM Chautauqua Capital Management Boulder, Colorado	$4.42M	+$4.51M	1	3.42%	New
350	Tocqueville Asset Management New York	$4.39M	+$4.21M	1	0.06%	New