← 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
Twin Tree Management
Twin Tree Management
Texas
$5.16M -$978K 1 0.02% Reduced
327
TD Private Client Wealth
TD Private Client Wealth
New York
$5.15M +$734K 2 0.3% Increased
328
PP
Prospector Partners
Connecticut
$5.15M -$1.72M 1 0.9% Reduced
329
Advisors Capital Management
Advisors Capital Management
New Jersey
$5.12M +$3.17M 1 0.25% Increased
330
BFG
Beacon Financial Group
Texas
$5.11M -$798K 1 0.99% Reduced
331
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$5.11M -$178K 2 0.06% Reduced
332
WTFG
Wells Trecaso Financial Group
Ohio
$5.11M +$92.4K 1 3.52% Increased
333
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$5.05M +$84.5K 1 0.42% Increased
334
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$5.04M -$750K 3 0.09% Reduced
335
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.98M -$764K 1 0.18% Reduced
336
FNT
First Nebraska Trust
Nebraska
$4.96M -$92.9K 1 0.92% Reduced
337
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$4.91M +$4.5M 3 0.03% New
338
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$4.88M -$1.52M 1 0.24% Reduced
339
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$4.85M +$123K 2 0.65% Increased
340
GHA
GW Henssler & Associates
Georgia
$4.84M +$472K 1 0.43% Increased
341
Storebrand Asset Management
Storebrand Asset Management
Norway
$4.76M -$2.78M 2 0.04% Reduced
342
RNC Capital Management
RNC Capital Management
California
$4.75M +$1.91M 1 0.34% Increased
343
PAM
Private Asset Management
California
$4.75M -$95K 1 0.84% Reduced
344
WIC
WealthBridge Investment Counsel
Alberta, Canada
$4.74M +$37K 1 3.15% Increased
345
MPAM
Murphy Pohlad Asset Management
Minnesota
$4.7M -$128K 2 2.63% Reduced
346
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$4.69M -$741 2 0.49% Reduced
347
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.65M +$50.5K 1 0.9% Increased
348
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$4.64M -$26.6K 1 0.57% Reduced
349
RP
Rice Partnership
Hawaii
$4.61M +$812K 1 2.36% Increased
350
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$4.59M +$1.56M 3 0.12% Increased