← 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	Fidelity International Hamilton, Bermuda	$6.54M	-$10.5M	1	0.03%	Reduced
327	AA Apriem Advisors Irvine, California	$6.47M	-$72.2K	2	2.54%	Reduced
328	Utah Retirement Systems Salt Lake City, Utah	$6.42M	$0	1	0.19%	Maintained
329	TIM Thompson Investment Management Madison, Wisconsin	$6.41M	-$137K	1	1.27%	Reduced
330	PWPCM Perella Weinberg Partners Capital Management New York	$6.4M	-$420K	1	0.79%	Reduced
331	Wilmington Savings Fund Society Wilmington, Delaware	$6.38M	-$606	1	0.36%	Reduced
332	Bridges Investment Management Omaha, Nebraska	$6.29M	+$253K	1	1.42%	Increased
333	Employees Retirement System of Texas Austin, Texas	$6.13M	$0	2	0.08%	Maintained
334	BCMNY Buckingham Capital Management (New York) New York	$6.12M	-$1.94M	1	0.62%	Reduced
335	ProShare Advisors Bethesda, Maryland	$6.01M	+$2.08M	1	0.09%	Increased
336	VCM Vigilant Capital Management Portland, Maine	$6M	+$203K	3	1.47%	Increased
337	EP Wealth Advisors Torrance, California	$5.94M	+$340K	1	1.54%	Increased
338	DIA Davidson Investment Advisors Great Falls, Montana	$5.92M	-$170K	1	0.9%	Reduced
339	CO Caldwell & Orkin Norcross, Georgia	$5.87M	+$2.26M	1	3.18%	Increased
340	KIA KCM Investment Advisors Greenbrae, California	$5.87M	+$313K	2	0.64%	Increased
341	NCM Novare Capital Management Charlotte, North Carolina	$5.86M	+$1.58M	1	1.62%	Increased
342	SAS Spectrum Advisory Services Atlanta, Georgia	$5.86M	-$17.8K	1	2.08%	Reduced
343	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$5.84M	-$53.5K	1	0.29%	Reduced
344	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.76M	+$581K	2	0.97%	Increased
345	AF Ally Financial Detroit, Michigan	$5.71M	+$2.49M	1	0.61%	Increased
346	D.A. Davidson & Co Great Falls, Montana	$5.68M	+$491K	2	0.21%	Increased
347	TCM Tradition Capital Management Summit, New Jersey	$5.66M	-$64.1K	1	1.85%	Reduced
348	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.65M	+$12.1K	2	1.11%	Increased
349	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.63M	+$376K	2	1.4%	Increased
350	WMC Westwood Management Corporation Chicago, Illinois	$5.57M	+$21K	1	0.93%	Increased