← 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
HFS
Haverford Financial Services
Pennsylvania
$10.2M +$20.7K 1 3.05% Increased
402
KBC Group
KBC Group
Belgium
$10.1M -$1.33M 3 0.04% Reduced
403
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$10.1M -$72.6K 2 0.41% Reduced
404
Burney Company
Burney Company
Virginia
$10M -$1.37M 3 0.42% Reduced
405
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.91M -$148K 4 0.21% Reduced
406
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$9.79M -$244K 2 0.16% Reduced
407
Bartlett & Co
Bartlett & Co
Ohio
$9.79M -$244K 2 0.16% Reduced
408
GAI
General American Investors
New York
$9.75M -$3.47M 1 0.77% Reduced
409
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$9.71M -$302K 1 0.16% Reduced
410
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.66M -$663K 4 0.03% Reduced
411
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$9.6M +$4.57M 2 0.12% Increased
412
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.46M -$1.76M 1 0.05% Reduced
413
WIC
WealthBridge Investment Counsel
Alberta, Canada
$9.42M -$221K 1 3.77% Reduced
414
Andra AP-fonden
Andra AP-fonden
Sweden
$9.39M +$375K 1 0.5% Increased
415
SCA
Snowden Capital Advisors
New York
$9.36M +$4.31M 3 0.36% Increased
416
AssetMark Inc
AssetMark Inc
California
$9.33M +$1.7M 4 0.03% Increased
417
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$9.26M -$6.96M 1 0.1% Reduced
418
HIP
Harrell Investment Partners
Texas
$9.26M +$149K 1 2.88% Increased
419
BFO
Boston Family Office
Massachusetts
$9.24M +$188K 2 0.69% Increased
420
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$9.22M +$72.8K 4 0.19% Increased
421
SFWA
Summit Financial Wealth Advisors
Louisiana
$9.22M -$181K 1 2.09% Reduced
422
FA
Fiduciary Alliance
South Carolina
$9.2M +$284K 1 1.81% Increased
423
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$9.2M -$6.29M 2 0.06% Reduced
424
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9.17M -$60.2K 2 0.11% Reduced
425
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$9.17M -$60.2K 2 0.11% Reduced