← 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	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$8.56M	-$342K	1	3.73%	Reduced
402	Dai-ichi Life Insurance Company Tokyo, Japan	$8.51M	+$3.16M	1	0.19%	Increased
403	AHC Adell Harriman & Carpenter Houston, Texas	$8.47M	-$134K	1	0.88%	Reduced
404	EIP Easterly Investment Partners Beverly, Massachusetts	$8.44M	-$5.26M	2	0.93%	Reduced
405	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$8.44M	-$535K	1	2.07%	Reduced
406	Nicholas Company Milwaukee, Wisconsin	$8.37M	-$984K	1	0.17%	Reduced
407	SG Americas Securities New York	$8.35M	+$2.74M	4	0.1%	Increased
408	Empowered Funds Havertown, Pennsylvania	$8.31M	+$4.17M	2	0.25%	Increased
409	Brinker Capital Investments Berwyn, Pennsylvania	$8.3M	+$2.16M	2	0.1%	Increased
410	Orion Portfolio Solutions Omaha, Nebraska	$8.3M	+$2.16M	2	0.1%	Increased
411	ACM Altrius Capital Management New Bern, North Carolina	$8.25M	-$127K	1	2.45%	Reduced
412	KCM Kingdon Capital Management New York	$8.21M	+$8.36M	1	0.95%	New
413	Sit Investment Associates Minneapolis, Minnesota	$8.2M	-$1.62M	1	0.23%	Reduced
414	Maryland State Retirement & Pension System Baltimore, Maryland	$8.14M	-$1.19K	4	0.19%	Reduced
415	Wealthfront Advisers Palo Alto, California	$8.13M	+$303K	1	0.04%	Increased
416	JMFC J.M. Forbes & Co Boston, Massachusetts	$8.09M	+$49.8K	1	1.05%	Increased
417	MPA Marvin & Palmer Associates Wilmington, Delaware	$8.07M	-$1.94M	1	5.23%	Reduced
418	Gulf International Bank (UK) London, United Kingdom	$8.05M	-$918K	1	0.23%	Reduced
419	BFO Boston Family Office Boston, Massachusetts	$7.96M	+$1.37M	2	0.65%	Increased
420	Andra AP-fonden Goteborg, Sweden	$7.96M	+$755K	1	0.47%	Increased
421	HIP Harrell Investment Partners Austin, Texas	$7.94M	+$454K	1	2.71%	Increased
422	BFG Beacon Financial Group Dallas, Texas	$7.91M	-$108K	1	1.12%	Reduced
423	FA Fiduciary Alliance Greenville, South Carolina	$7.87M	-$588K	1	1.82%	Reduced
424	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$7.74M	-$4.13M	1	1.71%	Reduced
425	British Columbia Investment Management Victoria, British Columbia, Canada	$7.73M	+$75.9K	1	0.07%	Increased