← 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
351	KC Kepos Capital New York	$4.88M	+$3.11M	1	0.44%	Increased
352	VHAM Van Hulzen Asset Management El Dorado Hills, California	$4.87M	+$550K	1	1.48%	Increased
353	Fifth Third Bancorp Cincinnati, Ohio	$4.84M	-$469K	3	0.03%	Reduced
354	CCM Cadence Capital Management Boston, Massachusetts	$4.81M	-$121K	1	0.31%	Reduced
355	KIA KCM Investment Advisors Greenbrae, California	$4.77M	-$738K	2	0.28%	Reduced
356	FIM Freedom Investment Management Hartford, Connecticut	$4.76M	-$99K	2	0.24%	Reduced
357	Advisor Group Phoenix, Arizona	$4.75M	+$348K	4	0.06%	Increased
358	Nissay Asset Management Tokyo, Japan	$4.73M	+$4.66M	1	0.14%	New
359	William Blair & Company Chicago, Illinois	$4.69M	+$735K	2	0.03%	Increased
360	MN Services Vermogensbeheer The Hague, Netherlands	$4.58M	-$326K	1	0.14%	Reduced
361	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.57M	+$2.34M	4	0%	Increased
362	Williams Jones & Associates New York	$4.57M	+$348K	1	0.1%	Increased
363	Jefferies Group New York	$4.5M	-$4.49M	2	0.02%	Reduced
364	Capital Investment Advisors Atlanta, Georgia	$4.45M	+$348K	1	0.29%	Increased
365	Amalgamated Bank New York	$4.44M	+$384K	1	0.12%	Increased
366	Avalon Investment & Advisory Houston, Texas	$4.42M	+$1.22M	1	0.14%	Increased
367	Nippon Life Global Investors Americas New York	$4.37M	$0	1	0.35%	Maintained
368	MFWM Motley Fool Wealth Management Alexandria, Virginia	$4.36M	+$216K	1	0.34%	Increased
369	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.33M	+$247K	1	1.49%	Increased
370	SW SVB Wealth Boston, Massachusetts	$4.3M	-$1.01M	1	0.16%	Reduced
371	Wolverine Trading Chicago, Illinois	$4.29M	+$2.59M	2	0.02%	Increased
372	NA Neuburgh Advisers Los Angeles, California	$4.28M	+$1M	1	0.15%	Increased
373	Swiss Life Asset Management Zurich,	$4.24M	+$4.16M	1	0.09%	New
374	Capital International Los Angeles, California	$4.22M	-$15.1M	1	0.8%	Reduced
375	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.22M	+$19K	1	2.73%	Increased