← 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
501	Jain Global New York	$42.8M	-$90.3M	3	0.17%	Reduced
502	Cookson Peirce & Co Pittsburgh, Pennsylvania	$42.7M	+$2.84M	3	1.41%	Increased
503	Allworth Financial Folsom, California	$42.7M	-$17M	7	0.18%	Reduced
504	Brinker Capital Investments Berwyn, Pennsylvania	$42.6M	+$75.8K	5	0.33%	Increased
505	AHC Adell Harriman & Carpenter Houston, Texas	$42.1M	+$3.92M	2	2.16%	Increased
506	Donaldson Capital Management Evansville, Indiana	$41.8M	+$10.2M	2	1.2%	Increased
507	NP NS Partners London, United Kingdom	$41.8M	+$981K	1	1.79%	Increased
508	AI Aperture Investors New York	$41.4M	-$31.8M	2	3.75%	Reduced
509	RWA Wealth Partners Newton, Massachusetts	$41.3M	+$4.02M	2	0.4%	Increased
510	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$41.2M	+$7.69M	1	0.33%	Increased
511	Stephens Inc Little Rock, Arkansas	$41M	+$5.41M	6	0.46%	Increased
512	Envestnet Portfolio Solutions Chicago, Illinois	$41M	+$2.91M	3	0.2%	Increased
513	NIP Nicholas Investment Partners Rancho Santa Fe, California	$40.9M	-$9.3M	2	2.3%	Reduced
514	Adams Diversified Equity Fund Baltimore, Maryland	$40.4M	-$9.08M	1	1.23%	Reduced
515	Fifth Third Wealth Advisors Cincinnati, Ohio	$40.4M	+$2.02M	5	1.13%	Increased
516	Park Avenue Securities New York	$40.3M	+$15.9M	6	0.25%	Increased
517	Voloridge Investment Management Jupiter, Florida	$40.1M	-$233M	3	0.17%	Reduced
518	SAM Scopus Asset Management New York	$40M	-$7.22M	3	0.56%	Reduced
519	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$39.9M	+$10.3M	2	1.35%	Increased
520	CloudAlpha Capital Management Hong Kong	$39.7M	+$32.5M	1	1.13%	New
521	SCP Sandhill Capital Partners Buffalo, New York	$39.7M	+$32.4M	1	3.22%	New
522	iA Global Asset Management Quebec, Quebec, Canada	$39.6M	-$10.5M	1	0.47%	Reduced
523	AIC AWM Investment Company New York	$39.5M	+$6.78M	1	3.43%	Increased
524	SCM Spyglass Capital Management San Francisco, California	$39.4M	+$32.2M	1	2.13%	New
525	CA CapWealth Advisors Franklin, Tennessee	$39.3M	-$3.71M	1	2.69%	Reduced