← 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
Creative Planning
Creative Planning
Kansas
$8.58M -$330K 2 0.02% Reduced
327
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.57M -$636K 3 0.2% Reduced
328
MP
McDonald Partners
Ohio
$8.4M -$327K 2 1.99% Reduced
329
Daiwa Securities Group
Daiwa Securities Group
Japan
$8.36M +$911K 1 0.06% Increased
330
Two Sigma Investments
Two Sigma Investments
New York
$8.3M -$3.27M 4 0.02% Reduced
331
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$8.24M +$4.72M 4 0.09% Increased
332
PAI
Pittenger & Anderson Inc
Nebraska
$8.08M +$318K 1 0.41% Increased
333
BFG
Beacon Financial Group
Texas
$8.08M -$242K 1 1.14% Reduced
334
Colony Group
Colony Group
Massachusetts
$8.07M -$56.6K 2 0.16% Reduced
335
CCP
Corient Capital Partners
California
$8.04M +$705K 1 0.59% Increased
336
WTFG
Wells Trecaso Financial Group
Ohio
$8.01M -$90.5K 1 3.85% Reduced
337
FA
FDx Advisors
Illinois
$7.97M +$1.62M 3 0.26% Increased
338
Dakota Wealth Management
Dakota Wealth Management
Florida
$7.81M +$1.45M 1 0.93% Increased
339
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$7.74M +$854K 1 0.97% Increased
340
WIC
Willis Investment Counsel
Georgia
$7.72M -$13.4M 1 0.46% Reduced
341
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$7.67M -$2.79M 1 0.09% Reduced
342
CTA
Colonial Trust Advisors
South Carolina
$7.66M +$140K 1 0.94% Increased
343
River Road Asset Management
River Road Asset Management
Kentucky
$7.61M +$431K 1 0.08% Increased
344
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$7.61M -$110K 1 0.29% Reduced
345
BBL
Beck Bode LLC
Massachusetts
$7.6M +$7.47M 2 2.1% New
346
First National Trust
First National Trust
Pennsylvania
$7.57M +$13.3K 1 0.46% Increased
347
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$7.49M +$5.02M 1 0.06% Increased
348
FAB
First American Bank
Illinois
$7.48M +$746K 1 0.44% Increased
349
WMC
Westwood Management Corporation
Illinois
$7.48M -$404K 1 0.6% Reduced
350
NAM
NorthCoast Asset Management
Connecticut
$7.46M +$69.9K 2 0.27% Increased