← 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	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$7.95M	-$88.2K	1	0.41%	Reduced
352	CTA Colonial Trust Advisors Spartanburg, South Carolina	$7.94M	-$9.43K	2	0.97%	Reduced
353	AIP ARS Investment Partners New York	$7.82M	+$21.2K	1	1.04%	Increased
354	MML Investors Services Springfield, Massachusetts	$7.82M	+$725K	4	0.05%	Increased
355	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$7.79M	-$36K	1	3.41%	Reduced
356	RWA Wealth Partners Newton, Massachusetts	$7.76M	+$244K	1	0.19%	Increased
357	First Manhattan New York	$7.75M	+$365K	4	0.03%	Increased
358	Smith Salley Wealth Management Greensboro, North Carolina	$7.72M	+$7.58K	2	0.66%	Increased
359	Grimes & Company Westborough, Massachusetts	$7.6M	+$544K	1	0.32%	Increased
360	Vestmark Advisory Solutions Wakefield, Massachusetts	$7.53M	-$244K	2	0.37%	Reduced
361	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$7.53M	-$8.74K	1	2.07%	Reduced
362	Wilmington Savings Fund Society Wilmington, Delaware	$7.52M	-$27.8K	1	0.34%	Reduced
363	VDBMI Van Den Berg Management I Austin, Texas	$7.43M	-$2.67M	1	2.77%	Reduced
364	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$7.41M	-$35.9K	4	0.08%	Reduced
365	Nissay Asset Management Tokyo, Japan	$7.37M	-$34.8K	1	0.07%	Reduced
366	Banque Pictet & Cie Geneva 73, Switzerland	$7.32M	-$563K	1	0.08%	Reduced
367	Czech National Bank Prague, Czech Republic	$7.31M	+$43.4K	1	0.19%	Increased
368	CSC Cove Street Capital El Segundo, California	$7.29M	-$245K	1	1.99%	Reduced
369	SAM Strategy Asset Managers Pasadena, California	$7.22M	+$36.6K	2	1.84%	Increased
370	SAM Socorro Asset Management Dallas, Texas	$7.2M	-$160K	1	3.12%	Reduced
371	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.19M	+$36.3K	4	0.09%	Increased
372	SPC Stewart & Patten Company Lafayette, California	$7.13M	+$1.41M	1	1.24%	Increased
373	ECM EagleClaw Capital Management Boston, Massachusetts	$7.07M	$0	1	1.71%	Maintained
374	Brown Advisory Baltimore, Maryland	$7.06M	-$68.8K	2	0.01%	Reduced
375	MP McDonald Partners Cleveland, Ohio	$7.04M	+$241K	2	2.41%	Increased