← 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	Advisory Services Network Atlanta, Georgia	$18.3M	+$811K	4	0.35%	Increased
452	FSCM Front Street Capital Management Missoula, Montana	$18M	-$1.79M	2	3.44%	Reduced
453	Moran Wealth Management Naples, Florida	$17.8M	-$298K	1	0.6%	Reduced
454	EN1L Engine No 1 LLC San Francisco, California	$17.8M	+$11.1M	2	22.73%	Increased
455	AE Wealth Management Topeka, Kansas	$17.8M	+$2.97M	4	0.15%	Increased
456	Ethic Inc New York	$17.7M	+$1.79M	3	0.36%	Increased
457	Rakuten Investment Management Tokyo, Japan	$17.6M	+$20.1M	2	0.08%	New
458	PP Prospector Partners Guilford, Connecticut	$17.6M	-$2.17M	1	1.98%	Reduced
459	Walleye Trading New York	$17.5M	+$15.3M	1	0.04%	Increased
460	Stephens Inc Little Rock, Arkansas	$17.5M	-$2.3M	3	0.26%	Reduced
461	FineMark National Bank & Trust Fort Myers, Florida	$17.2M	+$901K	2	0.63%	Increased
462	INTECH Investment Management West Palm Beach, Florida	$17.2M	-$150K	6	0.18%	Reduced
463	Aptus Capital Advisors Fairhope, Alabama	$17.2M	+$1.66M	3	0.18%	Increased
464	Scotia Capital Toronto, Ontario, Canada	$17.1M	+$437K	2	0.09%	Increased
465	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$17M	+$256K	1	0.08%	Increased
466	CIA CCM Investment Advisers Columbia, South Carolina	$16.9M	-$267K	1	2.08%	Reduced
467	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$16.8M	+$5.16M	1	1.86%	Increased
468	NRS Neville Rodie & Shaw New York	$16.8M	+$861K	2	1.32%	Increased
469	WIC Willis Investment Counsel Gainesville, Georgia	$16.8M	$0	1	1.13%	Maintained
470	Atria Investments Charlotte, North Carolina	$16.7M	-$1.96M	3	0.21%	Reduced
471	Avantax Advisory Services Dallas, Texas	$16.7M	+$1.24M	5	0.1%	Increased
472	TCM Thames Capital Management Roseland, New Jersey	$16.6M	-$4.1M	1	6.38%	Reduced
473	FC FORA Capital Miami, Florida	$16.6M	+$19M	1	1.68%	New
474	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$16.5M	+$9.63M	1	1.32%	Increased
475	CIS Connors Investor Services Wyomissing, Pennsylvania	$16.4M	+$2.85M	1	1.63%	Increased