← 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	AIP ARS Investment Partners New York	$6.25M	+$6.93M	1	0.85%	New
352	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.22M	+$11.9K	1	0.87%	Increased
353	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$6.22M	+$40.6K	1	3.15%	Increased
354	Atlantic Union Bankshares Glen Allen, Virginia	$6.2M	+$95K	1	0.63%	Increased
355	CIBC Asset Management Toronto, Ontario, Canada	$6.13M	+$1,000K	1	0.02%	Increased
356	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$6.04M	+$78.5K	1	1.76%	Increased
357	First Manhattan New York	$6.02M	-$952K	4	0.02%	Reduced
358	Kestra Advisory Services Austin, Texas	$6M	+$557K	3	0.06%	Increased
359	Hancock Whitney Gulfport, Mississippi	$5.92M	-$116K	3	0.24%	Reduced
360	SAM Socorro Asset Management Dallas, Texas	$5.9M	-$331K	1	2.1%	Reduced
361	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.87M	-$319K	4	0.09%	Reduced
362	British Columbia Investment Management Victoria, British Columbia, Canada	$5.83M	-$2.14M	1	0.06%	Reduced
363	EP Edgestream Partners Princeton, New Jersey	$5.79M	+$3.65M	1	0.46%	Increased
364	AG Advocate Group Minnetonka, Minnesota	$5.78M	+$6.43M	1	1.35%	New
365	Nissay Asset Management Tokyo, Japan	$5.73M	+$47.7K	1	0.06%	Increased
366	SRC Shufro Rose & Co New York	$5.7M	+$21.8K	1	0.49%	Increased
367	Bartlett & Co Wealth Management Cincinnati, Ohio	$5.68M	-$73.7K	2	0.12%	Reduced
368	Bartlett & Co Cincinnati, Ohio	$5.68M	-$74.1K	2	0.12%	Reduced
369	PGA Portland Global Advisors Portland, Maine	$5.68M	+$245K	2	1.09%	Increased
370	ECM EagleClaw Capital Management Boston, Massachusetts	$5.67M	-$108K	1	1.54%	Reduced
371	BNP Paribas Asset Management Paris, France	$5.66M	+$4.01M	1	0.02%	Increased
372	MML Investors Services Springfield, Massachusetts	$5.65M	-$33.9K	3	0.04%	Reduced
373	RWA Wealth Partners Newton, Massachusetts	$5.64M	+$303K	1	0.38%	Increased
374	Brown Advisory Baltimore, Maryland	$5.61M	+$1.4K	2	0.01%	Increased
375	Vestmark Advisory Solutions Wakefield, Massachusetts	$5.59M	+$2.17M	2	0.32%	Increased