← 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	BAM BOCHK Asset Management Hong Kong	$22.4M	+$22.1M	3	7.33%	Increased
402	SEM Suncoast Equity Management Tampa, Florida	$22.3M	+$720K	1	2.47%	Increased
403	Hantz Financial Services Southfield, Michigan	$22.3M	-$1.15M	3	0.43%	Reduced
404	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.3M	-$148K	1	1.48%	Reduced
405	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$22.2M	+$3.57M	4	0.02%	Increased
406	CIBC World Markets New York	$22.2M	-$30M	2	0.15%	Reduced
407	CIG Cullen Investment Group Lafayette, Louisiana	$22.2M	-$468K	1	3.54%	Reduced
408	Moran Wealth Management Naples, Florida	$21.9M	-$853K	1	0.72%	Reduced
409	Vanguard Personalized Indexing Management Oakland, California	$21.8M	+$5.49M	4	0.42%	Increased
410	Liontrust Investment Partners London, United Kingdom	$21.7M	+$21.7M	2	0.31%	New
411	PCM Palestra Capital Management New York	$21.6M	+$20M	1	0.85%	New
412	AOI Auto-Owners Insurance Lansing, Michigan	$21.6M	+$19.9M	1	0.57%	New
413	DG DigitalBridge Group Boca Raton, Florida	$21.3M	+$21.6M	1	1.83%	New
414	LI Leeward Investments Boston, Massachusetts	$21.3M	+$1.19M	1	0.98%	Increased
415	Engineers Gate Manager New York	$21.2M	+$16.2M	4	0.48%	Increased
416	CIA CCM Investment Advisers Columbia, South Carolina	$21.1M	-$667K	1	2.48%	Reduced
417	Focus Partners Wealth Boston, Massachusetts	$21.1M	+$2.33M	3	0.07%	Increased
418	MML Investors Services Springfield, Massachusetts	$21M	+$4.06M	5	0.08%	Increased
419	TC TwinBeech Capital Purchase, New York	$20.9M	+$18.8M	2	0.41%	Increased
420	Bailard Foster City, California	$20.9M	-$260K	3	0.57%	Reduced
421	CAPTRUST Financial Advisors Raleigh, North Carolina	$20.7M	+$3.85M	4	0.07%	Increased
422	Atria Investments Charlotte, North Carolina	$20.4M	-$1.76M	3	0.26%	Reduced
423	Chicago Capital Chicago, Illinois	$20.1M	+$6.2M	2	0.6%	Increased
424	SCA Snowden Capital Advisors New York	$19.9M	+$8.26M	5	0.59%	Increased
425	Busey Bank Urbana, Illinois	$19.8M	-$7.95M	3	0.68%	Reduced