← 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
401
ETrade Capital Management
ETrade Capital Management
Virginia
$4.42M +$291K 3 0.1% Increased
402
JWM
Jackson Wealth Management
Florida
$4.39M +$97.3K 1 0.73% Increased
403
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.38M -$92.8K 5 0.01% Reduced
404
Raymond James Trust
Raymond James Trust
Florida
$4.33M +$45.9K 3 0.21% Increased
405
SAM
Securian Asset Management
Minnesota
$4.31M -$232K 2 0.1% Reduced
406
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.31M -$8.08K 1 0.16% Reduced
407
CT
Coastline Trust
Rhode Island
$4.26M -$122K 2 0.59% Reduced
408
MYAM
Meiji Yasuda Asset Management
Japan
$4.24M -$446K 1 0.36% Reduced
409
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$4.17M -$8.17K 2 0.25% Reduced
410
WPIC
White Pine Investment Company
Michigan
$4.16M +$27.6K 1 1.7% Increased
411
SIA
SeaBridge Investment Advisors
New Jersey
$4.13M +$172K 2 1.43% Increased
412
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.1M -$37.9K 2 0.01% Reduced
413
CAM
Carret Asset Management
New York
$4.09M -$19.6K 1 0.6% Reduced
414
B
BP
United Kingdom
$4.07M $0 1 0.14% Maintained
415
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$4.06M -$954K 1 0.29% Reduced
416
HPIA
Hamilton Point Investment Advisors
North Carolina
$4.06M +$32K 1 1.54% Increased
417
Creative Planning
Creative Planning
Kansas
$4.04M +$7.73K 2 0.01% Increased
418
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$4.02M -$202K 1 0.08% Reduced
419
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$3.99M +$3.09M 2 0% Increased
420
FTC
Farmers Trust Company
Ohio
$3.91M -$1.04M 1 1.04% Reduced
421
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$3.89M $0 1 0.67% Maintained
422
SWMG
Signature Wealth Management Group
Georgia
$3.82M -$8.35K 1 2.41% Reduced
423
ECM
Estabrook Capital Management
New York
$3.81M +$7.63K 2 0.57% Increased
424
RP
Rice Partnership
Hawaii
$3.81M +$429K 1 2.07% Increased
425
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.8M $0 2 0.16% Maintained