← 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
376	CAPTRUST Financial Advisors Raleigh, North Carolina	$3.93M	-$766K	4	0.06%	Reduced
377	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.91M	-$115K	1	0.59%	Reduced
378	Martingale Asset Management Boston, Massachusetts	$3.9M	+$35.8K	2	0.05%	Increased
379	Nippon Life Global Investors Americas New York	$3.87M	-$394K	1	0.28%	Reduced
380	WIM Wilen Investment Management Bonita Springs, Florida	$3.86M	-$265K	2	4.98%	Reduced
381	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.86M	+$180K	1	0.37%	Increased
382	Hancock Whitney Gulfport, Mississippi	$3.85M	-$5.41M	2	0.15%	Reduced
383	Wasatch Advisors Salt Lake City, Utah	$3.83M	-$165K	1	0.03%	Reduced
384	FM Foster & Motley Cincinnati, Ohio	$3.68M	-$483K	1	0.46%	Reduced
385	Williams Jones Wealth Management New York	$3.66M	+$885K	1	0.07%	Increased
386	CAM Carret Asset Management New York	$3.65M	-$86.4K	1	0.59%	Reduced
387	Cambridge Investment Research Advisors Fairfield, Iowa	$3.64M	+$139K	3	0.03%	Increased
388	B BP London, United Kingdom	$3.58M	$0	1	0.13%	Maintained
389	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.56M	$0	1	0.31%	Maintained
390	Atlantic Union Bankshares Glen Allen, Virginia	$3.55M	-$7.33K	1	0.44%	Reduced
391	Azimuth Capital Management Bloomfield Hills, Michigan	$3.54M	+$43K	1	0.23%	Increased
392	ECM Estabrook Capital Management New York	$3.52M	+$494	2	0.67%	Increased
393	SAM Securian Asset Management St Paul, Minnesota	$3.51M	-$304K	2	0.09%	Reduced
394	BPM Bronson Point Management Fairfield, Connecticut	$3.5M	+$1.03M	1	2.65%	Increased
395	CP Cumberland Partners Toronto, Ontario, Canada	$3.48M	-$815K	1	0.36%	Reduced
396	CT Coastline Trust Providence, Rhode Island	$3.31M	-$87.8K	2	0.52%	Reduced
397	MAM Meeder Asset Management Dublin, Ohio	$3.28M	+$1.93M	3	0.21%	Increased
398	UBS O'Connor Chicago, Illinois	$3.28M	+$3.09M	1	0.07%	New
399	CCT Country Club Trust Kansas City, Missouri	$3.25M	-$127K	1	0.47%	Reduced
400	KTA Keeley-Teton Advisors Chicago, Illinois	$3.24M	-$263K	2	0.51%	Reduced