← 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	Voloridge Investment Management Jupiter, Florida	$4.03M	+$3.58M	1	0.03%	Increased
402	SAM Securian Asset Management St Paul, Minnesota	$4.01M	-$22.3K	2	0.1%	Reduced
403	RegentAtlantic Capital Morristown, New Jersey	$3.99M	+$297K	1	0.18%	Increased
404	ExodusPoint Capital Management New York	$3.98M	-$670K	3	0.08%	Reduced
405	Wasatch Advisors Salt Lake City, Utah	$3.96M	-$489K	1	0.03%	Reduced
406	Parallax Volatility Advisers San Francisco, California	$3.95M	+$2.31M	1	0%	Increased
407	CIBC World Market Toronto, Ontario, Canada	$3.91M	-$2.45M	2	0.02%	Reduced
408	WIC Willis Investment Counsel Gainesville, Georgia	$3.9M	-$4.11M	1	0.35%	Reduced
409	AE Wealth Management Topeka, Kansas	$3.89M	+$1.03M	1	0.06%	Increased
410	FM Foster & Motley Cincinnati, Ohio	$3.84M	-$437K	1	0.45%	Reduced
411	MAM Meeder Asset Management Dublin, Ohio	$3.83M	+$5.17K	5	0.25%	Increased
412	RGI River Global Investors London, United Kingdom	$3.77M	+$3.99M	1	0.28%	New
413	JWM Jackson Wealth Management Lake Mary, Florida	$3.72M	+$134K	1	0.56%	Increased
414	CCT Country Club Trust Kansas City, Missouri	$3.7M	-$106K	1	0.42%	Reduced
415	ISB Iowa State Bank Urbandale, Iowa	$3.69M	+$21.2K	1	1.43%	Increased
416	MFS Mirabella Financial Services London, United Kingdom	$3.63M	+$3.84M	1	0.5%	New
417	HA Heartland Advisors Milwaukee, Wisconsin	$3.62M	+$1.61M	2	0.32%	Increased
418	PGA Portland Global Advisors Portland, Maine	$3.62M	-$28.8K	1	1.05%	Reduced
419	B BP London, United Kingdom	$3.54M	-$612K	1	0.09%	Reduced
420	Maverick Capital Dallas, Texas	$3.54M	+$261K	1	0.07%	Increased
421	Grimes & Company Westborough, Massachusetts	$3.54M	+$242K	1	0.23%	Increased
422	Dai-ichi Life Insurance Company Tokyo, Japan	$3.53M	-$17K	1	0.06%	Reduced
423	TI Truehand Inc Strafford, New Hampshire	$3.52M	-$6.45K	1	2.54%	Reduced
424	Norinchukin Bank Tokyo, Japan	$3.52M	+$1.07K	1	0.06%	Increased
425	CIBC Private Wealth Group Atlanta, Georgia	$3.46M	+$424K	1	0.01%	Increased