← 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	Bridgewater Associates Westport, Connecticut	$2.87M	-$783K	1	0.02%	Reduced
502	DCM Dean Capital Management Overland Park, Kansas	$2.84M	+$1.43M	2	1.68%	Increased
503	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$2.83M	+$2.66M	2	2.15%	New
504	LM Lincluden Management Mississauga, Ontario, Canada	$2.82M	-$209K	1	0.29%	Reduced
505	Jacobs Levy Equity Management Florham Park, New Jersey	$2.81M	-$236K	1	0.02%	Reduced
506	Gratus Capital Atlanta, Georgia	$2.81M	+$42.6K	1	0.38%	Increased
507	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.8M	-$35.5M	1	0.02%	Reduced
508	CA Capitolis Advisors New York	$2.8M	+$2.63M	1	0.05%	New
509	HVP Hudson Value Partners Palm Beach, Florida	$2.8M	+$2.67M	1	1.88%	New
510	SCP Shorepoint Capital Partners Norwood, Massachusetts	$2.8M	-$158K	1	1.55%	Reduced
511	UA Unison Advisors Washington, District of Columbia	$2.8M	+$18.2K	1	0.63%	Increased
512	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.79M	-$515K	1	1.09%	Reduced
513	South Dakota Investment Council Sioux Falls, South Dakota	$2.78M	-$192K	1	0.05%	Reduced
514	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.75M	$0	1	2.65%	Maintained
515	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.75M	-$467K	2	0.99%	Reduced
516	AF Advisornet Financial Minnetonka, Minnesota	$2.72M	-$121K	4	0.22%	Reduced
517	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$2.67M	+$2.51M	1	0.22%	New
518	AWM Avitas Wealth Management Los Angeles, California	$2.65M	+$2.5M	1	0.54%	New
519	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.64M	-$131K	1	0.4%	Reduced
520	WIS Wright Investors Service Shelton, Connecticut	$2.64M	+$65.2K	1	0.91%	Increased
521	PAM Premier Asset Management Chicago, Illinois	$2.62M	+$489K	1	0.54%	Increased
522	GPFA Game Plan Financial Advisors Westlake, Ohio	$2.62M	+$113	1	1.86%	Increased
523	Kestra Advisory Services Austin, Texas	$2.62M	+$701K	2	0.03%	Increased
524	Vident Investment Advisory Alpharetta, Georgia	$2.62M	+$77.8K	1	0.11%	Increased
525	PPCM Pillar Pacific Capital Management Pacifica, California	$2.6M	-$130K	1	0.22%	Reduced