← 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
451	Kentucky Retirement Systems Frankfort, Kentucky	$1.65M	+$33.1K	1	0.14%	Increased
452	GCA Gideon Capital Advisors New York	$1.64M	-$486K	1	0.96%	Reduced
453	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.64M	-$38.5K	2	0.99%	Reduced
454	MAM Majedie Asset Management London, United Kingdom	$1.64M	+$784K	1	0.25%	Increased
455	SCA Sippican Capital Advisors Boston, Massachusetts	$1.63M	-$98.3K	1	2.07%	Reduced
456	NSIM North Star Investment Management Chicago, Illinois	$1.63M	+$249K	2	0.33%	Increased
457	ACM Argentus Capital Management Dallas, Texas	$1.62M	-$413K	1	0.24%	Reduced
458	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.61M	+$1.29M	1	0.03%	Increased
459	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.61M	+$295K	1	1.27%	Increased
460	Nippon Life Insurance Tokyo, Japan	$1.61M	-$11.6K	1	0.04%	Reduced
461	Trexquant Investment Stamford, Connecticut	$1.59M	-$444K	2	0.14%	Reduced
462	Coldstream Capital Management Bellevue, Washington	$1.58M	-$45.8K	1	0.42%	Reduced
463	MFWM Motley Fool Wealth Management Alexandria, Virginia	$1.56M	+$1.72M	1	0.2%	New
464	MC MRJ Capital New York	$1.56M	+$41.3K	1	0.98%	Increased
465	FineMark National Bank & Trust Fort Myers, Florida	$1.55M	+$475K	3	0.21%	Increased
466	ACM Ativo Capital Management Chicago, Illinois	$1.55M	+$127K	1	0.41%	Increased
467	Brookfield Corp Toronto, Ontario, Canada	$1.54M	$0	1	0%	Maintained
468	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.54M	-$1.32M	1	0.04%	Reduced
469	Stephens Inc Little Rock, Arkansas	$1.54M	-$74.8K	1	0.08%	Reduced
470	UR USCA RIA Houston, Texas	$1.53M	-$333K	1	0.38%	Reduced
471	QIM Quantitative Investment Management Charlottesville, Virginia	$1.53M	+$1.76M	1	0.11%	New
472	AMI Amica Mutual Insurance Providence, Rhode Island	$1.52M	$0	1	0.15%	Maintained
473	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.51M	+$1.74M	1	0.62%	New
474	GCP GSA Capital Partners London, United Kingdom	$1.51M	-$2.09M	1	0.07%	Reduced
475	FA FDx Advisors Chicago, Illinois	$1.49M	-$384K	2	0.13%	Reduced