← 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
426	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$3.44M	+$368K	1	0.56%	Increased
427	Marshall Wace North America New York	$3.42M	+$1.59M	2	0.02%	Increased
428	FA FDx Advisors Chicago, Illinois	$3.4M	+$1.25M	2	0.16%	Increased
429	DWA Dorsey Wright & Associates Pasadena, California	$3.39M	+$3.4M	2	0.61%	New
430	CBB Citizens Business Bank Ontario, California	$3.38M	$0	1	0.58%	Maintained
431	BAM Bruderman Asset Management Locust Valley, New York	$3.35M	-$255K	1	1.1%	Reduced
432	HIP Harrell Investment Partners Austin, Texas	$3.35M	+$3.21M	1	1.46%	New
433	Tower Research Capital (TRC) New York	$3.29M	+$1.44M	7	0.04%	Increased
434	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.25M	+$37.4K	1	2.21%	Increased
435	SLA Silver Lake Advisory Cottonwood Heights, Utah	$3.24M	-$61.6K	1	1.99%	Reduced
436	PAM Pegasus Asset Management Montebello, New York	$3.23M	+$5.87K	1	2.02%	Increased
437	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.19M	-$305K	2	0.15%	Reduced
438	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.19M	-$201K	1	1.05%	Reduced
439	ArrowMark Colorado Holdings Denver, Colorado	$3.19M	+$2.46M	1	0.03%	New
440	JIR James Investment Research Alpha, Ohio	$3.19M	+$7.81K	2	0.29%	Increased
441	PFC Phocas Financial Corp Alameda, California	$3.17M	+$82.3K	1	0.43%	Increased
442	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.16M	+$174K	1	0.2%	Increased
443	SL Summitry LLC Foster City, California	$3.16M	-$33.5K	1	0.25%	Reduced
444	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.16M	+$694K	3	0.15%	Increased
445	Bridgewater Associates Westport, Connecticut	$3.15M	+$2.47M	1	0.04%	Increased
446	PCA Providence Capital Advisors Charlotte, North Carolina	$3.12M	-$57.9K	1	1.64%	Reduced
447	Shelton Capital Management Denver, Colorado	$3.07M	+$746K	2	0.13%	Increased
448	PCM Prelude Capital Management New York	$3.07M	+$3.24M	3	0.15%	New
449	FAB First American Bank Dundee, Illinois	$3.06M	-$60.2K	1	0.18%	Reduced
450	MCM Marathon Capital Management Hunt Valley, Maryland	$3.04M	-$283K	1	1.11%	Reduced