← 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	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4M	-$332K	1	0.86%	Reduced
452	Elo Mutual Pension Insurance Espoo, Finland	$4M	-$205K	1	0.15%	Reduced
453	Advisory Services Network Atlanta, Georgia	$4M	+$173K	2	0.14%	Increased
454	BPIM Brant Point Investment Management New York	$4M	-$501K	1	0.59%	Reduced
455	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.98M	+$131K	1	1.84%	Increased
456	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.97M	+$285K	1	0.09%	Increased
457	HIP Harrell Investment Partners Austin, Texas	$3.93M	+$125K	1	1.64%	Increased
458	SL Summitry LLC Foster City, California	$3.92M	+$284K	1	0.3%	Increased
459	Choate Investment Advisors Boston, Massachusetts	$3.91M	$0	1	0.26%	Maintained
460	NewEdge Wealth Pittsburgh, Pennsylvania	$3.91M	+$346K	2	0.18%	Increased
461	CCB Country Club Bank Kansas City, Missouri	$3.88M	-$57.4K	1	0.37%	Reduced
462	Tocqueville Asset Management New York	$3.83M	+$16.1K	2	0.08%	Increased
463	Two Sigma Investments New York	$3.8M	-$40M	4	0.01%	Reduced
464	RBA Richard Bernstein Advisors New York	$3.79M	$0	1	0.09%	Maintained
465	KTA Keeley-Teton Advisors Chicago, Illinois	$3.79M	-$47.9K	2	0.52%	Reduced
466	BDS Banco de Sabadell Miami, Florida	$3.79M	-$201K	3	3.13%	Reduced
467	PCTC Perkins Coie Trust Company Seattle, Washington	$3.77M	-$38.9K	1	1.45%	Reduced
468	SG Americas Securities New York	$3.77M	+$609K	4	0.05%	Increased
469	Shelton Capital Management Denver, Colorado	$3.76M	-$336K	3	0.18%	Reduced
470	D.A. Davidson & Co Great Falls, Montana	$3.75M	+$148K	3	0.05%	Increased
471	GTCM Gyon Technologies Capital Management Denville, New Jersey	$3.73M	+$1.25M	2	1.16%	Increased
472	CIBC Private Wealth Group Atlanta, Georgia	$3.72M	-$73.6K	1	0.01%	Reduced
473	Ensign Peak Advisors Salt Lake City, Utah	$3.69M	-$132K	3	0.01%	Reduced
474	Gotham Asset Management New York	$3.68M	+$1.33M	3	0.11%	Increased
475	EA Ellsworth Advisors Hudson, Ohio	$3.68M	+$137K	1	1.57%	Increased