← 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
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$9.21M +$625K 2 0.13% Increased
502
Nicholas Company
Nicholas Company
Wisconsin
$9.18M -$1.65M 1 0.15% Reduced
503
HPIA
Hamilton Point Investment Advisors
North Carolina
$9.12M -$4.88M 1 1.74% Reduced
504
Empowered Funds
Empowered Funds
Pennsylvania
$9.11M +$4.82M 2 0.16% Increased
505
EA
Ellsworth Advisors
Ohio
$9.1M -$732K 1 2.61% Reduced
506
Waverly Advisors
Waverly Advisors
Alabama
$9.09M +$5.92M 2 0.21% Increased
507
Annex Advisory Services
Annex Advisory Services
Wisconsin
$9.04M +$148K 2 0.32% Increased
508
RWA
River Wealth Advisors
Pennsylvania
$9.01M +$144K 1 1.31% Increased
509
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$9M -$431K 1 0.3% Reduced
510
PCTC
Perkins Coie Trust Company
Washington
$8.96M +$51.4K 1 2.1% Increased
511
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$8.88M -$4.15M 2 0.61% Reduced
512
INTECH Investment Management
INTECH Investment Management
Florida
$8.87M -$41.3M 1 0.13% Reduced
513
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.87M -$164K 2 0.32% Reduced
514
NIP
Nicholas Investment Partners
California
$8.84M -$5.17K 1 0.91% Reduced
515
JWM
Jackson Wealth Management
Florida
$8.84M +$6.56K 1 1.1% Increased
516
AWM
Avitas Wealth Management
California
$8.77M +$112K 1 1.33% Increased
517
RCW
Rheos Capital Works
Japan
$8.76M $0 1 0.42% Maintained
518
CNBTD
Citizens National Bank Trust Department
Mississippi
$8.75M -$146K 1 2.03% Reduced
519
Shelton Capital Management
Shelton Capital Management
Colorado
$8.71M -$43.4K 2 0.25% Reduced
520
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$8.62M +$1.07M 1 0.02% Increased
521
SH
Spear Holdings
United Arab Emirates
$8.62M +$8.44M 1 1.5% New
522
JIR
James Investment Research
Ohio
$8.59M -$29.5K 1 1.02% Reduced
523
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.58M +$325K 1 0.49% Increased
524
MWA
Meridian Wealth Advisors
Texas
$8.56M +$212K 1 1.61% Increased
525
DWT
Dorsey & Whitney Trust
South Dakota
$8.54M -$705K 2 0.58% Reduced