← 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
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$4.81M -$63.6K 1 0.33% Reduced
402
Nissay Asset Management
Nissay Asset Management
Japan
$4.81M -$37K 1 0.07% Reduced
403
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$4.81M +$106K 1 0.19% Increased
404
CP
Cumberland Partners
Ontario, Canada
$4.79M -$588K 1 0.43% Reduced
405
MAA
Matrix Asset Advisors
New York
$4.77M -$7.32M 1 0.8% Reduced
406
MYAM
Meiji Yasuda Asset Management
Japan
$4.73M -$133K 1 0.47% Reduced
407
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$4.72M -$55K 1 0.49% Reduced
408
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$4.7M -$278K 3 0.07% Reduced
409
Cartenna Capital
Cartenna Capital
Connecticut
$4.63M +$4.35M 1 2.82% New
410
HEIP
Hudson Edge Investment Partners
New Jersey
$4.6M -$321K 1 1.64% Reduced
411
SAM
Securian Asset Management
Minnesota
$4.57M -$175K 2 0.1% Reduced
412
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$4.46M +$1.9M 1 0.21% Increased
413
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.43M +$4.22M 2 0.04% New
414
NewEdge Advisors
NewEdge Advisors
Louisiana
$4.41M +$1.75M 1 0.14% Increased
415
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4.4M +$499K 3 0.13% Increased
416
Grimes & Company
Grimes & Company
Massachusetts
$4.38M +$202K 1 0.23% Increased
417
CCM
Cinctive Capital Management
New York
$4.35M +$3.94M 1 0.35% New
418
CCT
Country Club Trust
Missouri
$4.31M -$18.3K 1 0.44% Reduced
419
JWM
Jackson Wealth Management
Florida
$4.31M -$68.3K 1 0.59% Reduced
420
ISB
Iowa State Bank
Iowa
$4.27M -$72.9K 1 1.41% Reduced
421
Shelton Capital Management
Shelton Capital Management
Colorado
$4.24M +$732K 3 0.19% Increased
422
Sigma Planning Corp
Sigma Planning Corp
Michigan
$4.17M +$1.46M 2 0.14% Increased
423
Moore Capital Management
Moore Capital Management
New York
$4.17M -$7.16M 1 0.05% Reduced
424
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.15M $0 1 0.06% Maintained
425
TI
Truehand Inc
New Hampshire
$4.15M $0 1 2.73% Maintained