← 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
FNT
First Nebraska Trust
Nebraska
$10.2M -$18.6K 1 1.21% Reduced
352
MC
Moors & Cabot
Massachusetts
$10.1M -$4.4M 1 0.67% Reduced
353
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$9.96M -$783K 2 0.05% Reduced
354
CTA
Colonial Trust Advisors
South Carolina
$9.92M -$10.9K 2 1.1% Reduced
355
NewEdge Advisors
NewEdge Advisors
Louisiana
$9.88M +$160K 2 0.11% Increased
356
Chilton Investment Company
Chilton Investment Company
Connecticut
$9.82M +$6.87M 2 0.29% Increased
357
RP
Rice Partnership
Hawaii
$9.75M +$182K 1 2.67% Increased
358
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$9.74M +$5.66M 3 0.19% Increased
359
AIP
ARS Investment Partners
New York
$9.73M -$287K 1 1.14% Reduced
360
RNC Capital Management
RNC Capital Management
California
$9.7M -$236K 2 0.54% Reduced
361
Cresset Asset Management
Cresset Asset Management
Illinois
$9.68M +$6.41M 3 0.01% Increased
362
Prospera Financial Services
Prospera Financial Services
Texas
$9.67M +$5.68M 2 0.37% Increased
363
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$9.66M -$429K 1 0.4% Reduced
364
Czech National Bank
Czech National Bank
Czech Republic
$9.49M +$61.4K 1 0.22% Increased
365
MPA
Marvin & Palmer Associates
Delaware
$9.42M +$8.24M 1 4.25% New
366
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.4M -$21.7K 4 0.11% Reduced
367
HPIA
Hamilton Point Investment Advisors
North Carolina
$9.36M -$351K 1 2.24% Reduced
368
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$9.32M -$678K 2 0.69% Reduced
369
Simplex Trading
Simplex Trading
Illinois
$9.26M +$5.92M 6 0.01% Increased
370
Sit Investment Associates
Sit Investment Associates
Minnesota
$9.24M -$878K 1 0.24% Reduced
371
Burney Company
Burney Company
Virginia
$9.19M +$6.37M 3 0.42% Increased
372
Nissay Asset Management
Nissay Asset Management
Japan
$8.98M -$118K 1 0.08% Reduced
373
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.95M -$142K 1 1.02% Reduced
374
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$8.89M +$251K 1 2.62% Increased
375
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.88M -$7.33M 3 0.02% Reduced