← 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
476	Vestmark Advisory Solutions Wakefield, Massachusetts	$4.58M	-$115K	2	0.26%	Reduced
477	EP Edgestream Partners Princeton, New Jersey	$4.58M	+$2.4M	2	0.29%	Increased
478	CCG Cypress Capital Group Palm Beach, Florida	$4.54M	-$38.3K	1	0.57%	Reduced
479	Cubist Systematic Strategies Stamford, Connecticut	$4.53M	-$14M	4	0.04%	Reduced
480	ArrowMark Colorado Holdings Denver, Colorado	$4.51M	+$1.15M	1	0.04%	Increased
481	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$4.51M	-$7.62K	1	2.33%	Reduced
482	PP Paloma Partners Greenwich, Connecticut	$4.49M	+$674K	2	0.07%	Increased
483	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$4.48M	-$41.4K	1	0.28%	Reduced
484	NA Navellier & Associates Reno, Nevada	$4.44M	-$149K	1	0.65%	Reduced
485	CIBC Private Wealth Group Atlanta, Georgia	$4.43M	+$940K	1	0.01%	Increased
486	AI Acuitas Investments Seattle, Washington	$4.42M	+$1.3M	1	1.88%	Increased
487	MCM Marathon Capital Management Hunt Valley, Maryland	$4.42M	-$281K	1	1.04%	Reduced
488	CCM Carmel Capital Management Carmel, California	$4.42M	+$4.06M	1	2.17%	New
489	CA Cullinan Associates Louisville, Kentucky	$4.42M	-$902K	1	0.22%	Reduced
490	WC Westhampton Capital Winston-Salem, North Carolina	$4.4M	-$31.5K	1	2.69%	Reduced
491	LGT Group Foundation Vaduz, Liechtenstein	$4.39M	+$4.21M	1	0.11%	New
492	FM Foster & Motley Cincinnati, Ohio	$4.38M	-$242K	1	0.34%	Reduced
493	Brookfield Corp Toronto, Ontario, Canada	$4.33M	+$2.48M	2	0.02%	Increased
494	AAM Azzad Asset Management Falls Church, Virginia	$4.3M	-$171K	2	0.58%	Reduced
495	Banque Pictet & Cie Geneva 73, Switzerland	$4.29M	+$4.11M	1	0.03%	New
496	CIBC World Markets New York	$4.27M	+$371K	1	0.02%	Increased
497	AHIA Andrew Hill Investment Advisors Naples, Florida	$4.26M	+$3.92M	1	3.99%	New
498	Sigma Planning Corp Ann Arbor, Michigan	$4.24M	-$690K	1	0.12%	Reduced
499	Kestra Private Wealth Services Austin, Texas	$4.16M	+$584K	2	0.2%	Increased
500	Kentucky Retirement Systems Frankfort, Kentucky	$4.13M	+$80.5K	1	0.17%	Increased