← 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	ACM Altrius Capital Management New Bern, North Carolina	$5.99M	+$128K	1	1.88%	Increased
402	Maryland State Retirement & Pension System Baltimore, Maryland	$5.94M	+$1.06M	3	0.17%	Increased
403	Quadrature Capital London, United Kingdom	$5.79M	+$4.25M	4	0.17%	Increased
404	SWM Scissortail Wealth Management Tulsa, Oklahoma	$5.76M	+$5.17M	1	3.34%	New
405	IAN Integrated Advisors Network Dallas, Texas	$5.74M	+$150K	1	0.37%	Increased
406	Parallax Volatility Advisers San Francisco, California	$5.73M	+$5.59M	2	0.01%	New
407	SAM Securian Asset Management St Paul, Minnesota	$5.71M	+$49K	2	0.16%	Increased
408	BFG Beacon Financial Group Dallas, Texas	$5.71M	-$24.2K	1	0.78%	Reduced
409	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$5.7M	+$185K	1	1.9%	Increased
410	PAM Private Asset Management San Diego, California	$5.67M	-$469K	1	0.96%	Reduced
411	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$5.67M	-$5.12M	3	0.1%	Reduced
412	ECM Estabrook Capital Management New York	$5.66M	-$197K	1	0.97%	Reduced
413	MFWM Motley Fool Wealth Management Alexandria, Virginia	$5.6M	-$171K	1	0.39%	Reduced
414	Acadian Asset Management Boston, Massachusetts	$5.59M	+$2.96M	3	0.03%	Increased
415	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$5.57M	-$1.16M	3	0.03%	Reduced
416	Wealthfront Advisers Palo Alto, California	$5.57M	+$304K	1	0.03%	Increased
417	SCM Spring Capital Management Amarillo, Texas	$5.55M	-$86.2K	1	4.79%	Reduced
418	British Columbia Investment Management Victoria, British Columbia, Canada	$5.54M	-$643K	1	0.06%	Reduced
419	Segall Bryant & Hamill Chicago, Illinois	$5.53M	+$10.1K	2	0.06%	Increased
420	CAM Carret Asset Management New York	$5.49M	-$19.6K	1	0.76%	Reduced
421	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$5.34M	-$104K	3	0.52%	Reduced
422	FA Fiduciary Alliance Greenville, South Carolina	$5.31M	+$5.19M	2	1.37%	New
423	Ameritas Investment Partners Lincoln, Nebraska	$5.12M	-$88.9K	4	0.21%	Reduced
424	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.08M	-$306K	1	0.37%	Reduced
425	Addenda Capital Montreal, Quebec, Canada	$5.07M	-$62.9K	1	0.22%	Reduced