← 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	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.62M	-$44.9K	1	0.75%	Reduced
502	NSIM North Star Investment Management Chicago, Illinois	$2.62M	-$1M	4	0.27%	Reduced
503	Cambiar Investors Denver, Colorado	$2.61M	-$92.7K	1	0.08%	Reduced
504	WC Westhampton Capital Winston-Salem, North Carolina	$2.6M	-$204K	1	2.11%	Reduced
505	BIA BMT Investment Advisors Berwyn, Pennsylvania	$2.59M	+$182K	1	1.19%	Increased
506	Martingale Asset Management Boston, Massachusetts	$2.58M	+$1.78M	1	0.03%	Increased
507	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.55M	-$109K	4	0.04%	Reduced
508	Shelton Capital Management Denver, Colorado	$2.54M	-$44K	3	0.14%	Reduced
509	Scout Investments Kansas City, Missouri	$2.54M	$0	1	0.05%	Maintained
510	PPCM Pillar Pacific Capital Management Pacifica, California	$2.52M	-$121K	1	0.26%	Reduced
511	GFPC Global Financial Private Capital Sarasota, Florida	$2.51M	-$186K	1	0.13%	Reduced
512	Tudor Investment Corp Stamford, Connecticut	$2.5M	-$2.28M	2	0.11%	Reduced
513	MAM Marketfield Asset Management New York	$2.48M	-$77.3K	1	1.33%	Reduced
514	Stratos Wealth Partners Beachwood, Ohio	$2.47M	-$43.8K	1	0.1%	Reduced
515	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.47M	+$10K	1	1.62%	Increased
516	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.45M	$0	1	0.15%	Maintained
517	KFP Keystone Financial Planning Cleveland, Ohio	$2.44M	-$50.2K	1	1.09%	Reduced
518	WesBanco Bank Wheeling, West Virginia	$2.42M	-$8.88K	1	0.11%	Reduced
519	CB Cadence Bank Tupelo, Mississippi	$2.4M	-$2.11M	1	0.44%	Reduced
520	LCM Landscape Capital Management Englewood, New Jersey	$2.38M	+$1.34M	1	0.17%	Increased
521	SAM Strategy Asset Managers Pasadena, California	$2.37M	+$68.2K	1	0.58%	Increased
522	Advent Capital Management New York	$2.37M	+$444K	1	0.05%	Increased
523	PFT Providence First Trust Scottsdale, Arizona	$2.37M	-$8.88K	1	1.38%	Reduced
524	CAM Cypress Asset Management Houston, Texas	$2.37M	-$42.6K	1	0.81%	Reduced
525	Azimuth Capital Management Bloomfield Hills, Michigan	$2.36M	+$17.3K	1	0.14%	Increased