← 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	Bartlett & Co Wealth Management Cincinnati, Ohio	$12.6M	-$109K	2	0.19%	Reduced
427	Brinker Capital Investments Berwyn, Pennsylvania	$12.6M	+$472K	2	0.13%	Increased
428	Orion Portfolio Solutions Omaha, Nebraska	$12.6M	+$472K	2	0.13%	Increased
429	ROC Running Oak Capital Edina, Minnesota	$12.5M	+$693K	1	2%	Increased
430	PP PDT Partners New York	$12.5M	+$666K	2	1.18%	Increased
431	SCA Snowden Capital Advisors New York	$12.3M	+$215K	3	0.38%	Increased
432	HFS Haverford Financial Services Radnor, Pennsylvania	$12.3M	-$831K	1	3.54%	Reduced
433	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$12.2M	+$10.7M	1	0.03%	New
434	Two Sigma Investments New York	$12M	-$19.8M	4	0.03%	Reduced
435	HIP Harrell Investment Partners Austin, Texas	$12M	-$820	1	3.56%	Reduced
436	Exencial Wealth Advisors Oklahoma City, Oklahoma	$12M	-$896K	1	0.45%	Reduced
437	Castleark Management Chicago, Illinois	$12M	+$6.74M	1	0.5%	Increased
438	BFO Boston Family Office Boston, Massachusetts	$12M	+$65.6K	2	0.86%	Increased
439	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$12M	-$246K	1	4.43%	Reduced
440	UBS O'Connor Chicago, Illinois	$11.9M	+$3.65M	1	0.34%	Increased
441	JMFC J.M. Forbes & Co Boston, Massachusetts	$11.9M	+$27.9K	1	1.29%	Increased
442	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.8M	+$9.97M	2	0.04%	Increased
443	SAM Sycomore Asset Management Paris, France	$11.7M	+$2.04M	1	2.56%	Increased
444	Kovitz Investment Group Partners Chicago, Illinois	$11.6M	-$892K	1	0.15%	Reduced
445	Sequoia Financial Advisors Akron, Ohio	$11.6M	-$742K	2	0.14%	Reduced
446	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$11.4M	-$2.35M	2	0.83%	Reduced
447	Elo Mutual Pension Insurance Espoo, Finland	$11.4M	+$451K	1	0.27%	Increased
448	Wilmington Savings Fund Society Wilmington, Delaware	$11.4M	+$10.1M	1	0.44%	New
449	WI Wafra Inc New York	$11.4M	$0	1	0.6%	Maintained
450	DBG De Burlo Group Boston, Massachusetts	$11.2M	+$9.83M	1	1.49%	New