← 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	Royce & Associates New York	$31.4M	+$94K	3	0.32%	Increased
452	NIM NXG Investment Management Dallas, Texas	$31.3M	+$670K	1	1.79%	Increased
453	Winton Group London, United Kingdom	$31.2M	+$2.16M	5	1.08%	Increased
454	Elo Mutual Pension Insurance Espoo, Finland	$31M	-$203K	2	0.47%	Reduced
455	FineMark National Bank & Trust Fort Myers, Florida	$30.5M	-$108K	2	0.95%	Reduced
456	Atreides Management Boston, Massachusetts	$30.1M	+$11.8M	1	0.37%	Increased
457	Waverly Advisors Birmingham, Alabama	$30M	+$13.3M	3	0.24%	Increased
458	Adams Diversified Equity Fund Baltimore, Maryland	$30M	+$3.17M	1	1%	Increased
459	CA CapWealth Advisors Franklin, Tennessee	$29.8M	-$11.6K	1	2.04%	Reduced
460	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$29.6M	-$120K	3	1.82%	Reduced
461	Brinker Capital Investments Berwyn, Pennsylvania	$29.6M	-$1.03M	4	0.22%	Reduced
462	Stephens Investment Management Group Houston, Texas	$29.5M	+$268K	2	0.38%	Increased
463	GIM Goodlander Investment Management Dallas, Texas	$29.4M	+$27.4M	1	11.23%	New
464	TFA Teamwork Financial Advisors San Antonio, Texas	$29.2M	+$1.89M	2	2.94%	Increased
465	ET Entropy Technologies New York	$29M	+$26M	6	1.57%	Increased
466	Klingenstein Fields & Co New York	$28.9M	-$785K	2	1.08%	Reduced
467	Erste Asset Management Vienna, Austria	$28.7M	+$14.2M	1	0.24%	Increased
468	Kestra Private Wealth Services Austin, Texas	$28.6M	+$4.73M	4	0.35%	Increased
469	AP Appleton Partners Boston, Massachusetts	$28.5M	-$462K	2	1.88%	Reduced
470	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$28.4M	-$777K	3	2.73%	Reduced
471	Quantbot Technologies New York	$28.2M	+$9.61M	4	0.94%	Increased
472	Rafferty Asset Management New York	$28M	-$180K	3	0.1%	Reduced
473	Fiduciary Trust Boston, Massachusetts	$27.8M	-$420K	4	0.32%	Reduced
474	IP Interval Partners New York	$27.7M	-$156M	1	0.5%	Reduced
475	Concurrent Investment Advisors Tampa, Florida	$27.5M	+$12.9M	3	0.31%	Increased