← 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	BCM Barometer Capital Management Toronto, Ontario, Canada	$10.1M	+$339K	1	2.62%	Increased
477	Sit Investment Associates Minneapolis, Minnesota	$10.1M	-$969K	1	0.23%	Reduced
478	PAM Pegasus Asset Management Montebello, New York	$10M	-$27.9K	1	3.88%	Reduced
479	GLOBALT Investments Atlanta, Georgia	$10M	-$178K	1	0.4%	Reduced
480	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$9.95M	+$3.44M	2	0.56%	Increased
481	Quadrature Capital London, United Kingdom	$9.93M	-$8.22M	3	0.17%	Reduced
482	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$9.92M	+$565K	1	3.31%	Increased
483	D.A. Davidson & Co Great Falls, Montana	$9.91M	+$768K	2	0.09%	Increased
484	SCM Spring Capital Management Amarillo, Texas	$9.89M	-$433K	1	7.45%	Reduced
485	Credit Agricole Montrouge Cedex, France	$9.85M	+$4.6M	2	0.11%	Increased
486	Quantinno Capital Management New York	$9.82M	+$1.13M	2	0.21%	Increased
487	Mediolanum International Funds Dublin 1, Ireland	$9.78M	+$8.51M	1	0.16%	New
488	BFG Beacon Financial Group Dallas, Texas	$9.76M	-$520K	1	1.12%	Reduced
489	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$9.56M	-$90.5K	1	1%	Reduced
490	LSA L & S Advisors Los Angeles, California	$9.52M	-$3.51M	1	1.08%	Reduced
491	Kentucky Retirement Systems Frankfort, Kentucky	$9.48M	-$444K	1	0.28%	Reduced
492	DJSG D.J. St. Germain Springfield, Massachusetts	$9.47M	+$142K	3	0.46%	Increased
493	CAM Carret Asset Management New York	$9.41M	-$282K	1	1.11%	Reduced
494	GSCM Greenfield Seitz Capital Management Dallas, Texas	$9.4M	-$598K	1	3.5%	Reduced
495	AGAM Avalon Global Asset Management San Francisco, California	$9.38M	$0	1	1.35%	Maintained
496	WAM Winslow Asset Management Beachwood, Ohio	$9.38M	+$5.74K	1	1.77%	Increased
497	Clearstead Advisors Cleveland, Ohio	$9.37M	+$958K	3	0.46%	Increased
498	Focus Partners Advisor Solutions Saint Louis, Missouri	$9.35M	+$7.53M	1	0.27%	Increased
499	NewEdge Wealth Pittsburgh, Pennsylvania	$9.35M	+$1.29M	3	0.21%	Increased
500	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$9.26M	+$1.32M	1	1.15%	Increased