← 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
RNC Capital Management
RNC Capital Management
California
$9.64M -$621K 2 0.6% Reduced
377
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$9.55M +$828K 3 0.29% Increased
378
Prospera Financial Services
Prospera Financial Services
Texas
$9.55M -$509K 2 0.37% Reduced
379
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$9.53M +$2.12M 1 0.14% Increased
380
ACM
Arosa Capital Management
Florida
$9.44M -$6.71M 1 2.93% Reduced
381
MML Investors Services
MML Investors Services
Massachusetts
$9.38M +$13.9K 3 0.05% Increased
382
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.36M -$11.7M 4 0.03% Reduced
383
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.34M -$92.9K 1 2.99% Reduced
384
BCM
Bourgeon Capital Management
Connecticut
$9.32M -$26.7K 1 2.19% Reduced
385
MP
McDonald Partners
Ohio
$9.31M +$96.6K 1 3.03% Increased
386
Cresset Asset Management
Cresset Asset Management
Illinois
$9.27M -$949K 3 0.04% Reduced
387
TPCM
Two Point Capital Management
New York
$9.26M +$137K 1 5.1% Increased
388
ECM
EagleClaw Capital Management
Massachusetts
$9.19M +$59.3K 1 2.09% Increased
389
Driehaus Capital Management
Driehaus Capital Management
Illinois
$9.1M +$8.97M 2 0.12% Increased
390
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$9.02M -$10.1M 1 0.44% Reduced
391
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.01M -$126K 4 0.21% Reduced
392
HFS
Haverford Financial Services
Pennsylvania
$9M -$20.3K 1 2.9% Reduced
393
Cerity Partners
Cerity Partners
New York
$9M -$3.63M 1 0.04% Reduced
394
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$8.91M +$50.8K 2 0.16% Increased
395
Bartlett & Co
Bartlett & Co
Ohio
$8.9M +$50.8K 2 0.16% Increased
396
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$8.89M -$4.63M 1 0.16% Reduced
397
Merewether Investment Management
Merewether Investment Management
Texas
$8.86M +$9.02M 1 0.54% New
398
MYAM
Meiji Yasuda Asset Management
Japan
$8.82M +$505K 1 0.41% Increased
399
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$8.75M -$12.1M 2 0.21% Reduced
400
Braun Stacey Associates
Braun Stacey Associates
New York
$8.64M +$17.9K 1 0.42% Increased