← 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	RP Rice Partnership Honolulu, Hawaii	$13.7M	-$92K	1	2.98%	Reduced
502	BCP Bayberry Capital Partners New York	$13.7M	+$13.9M	1	2.75%	New
503	TPCM Two Point Capital Management Pittsford, New York	$13.7M	+$33.9K	1	5.51%	Increased
504	RCW Rheos Capital Works Tokyo, Japan	$13.6M	+$4.02M	2	0.71%	Increased
505	Burney Company Reston, Virginia	$13.6M	+$272K	3	0.52%	Increased
506	PHK Point72 Hong Kong Hong Kong	$13.5M	+$13.9M	2	0.81%	New
507	FDP Financiere des Professionnels Montreal, Quebec, Canada	$13.5M	-$3.45M	1	1.06%	Reduced
508	WIC Willis Investment Counsel Gainesville, Georgia	$13.5M	$0	1	0.93%	Maintained
509	QIM Quantitative Investment Management Charlottesville, Virginia	$13.4M	+$13.8M	1	1.46%	New
510	Group One Trading Chicago, Illinois	$13.4M	+$2.41M	4	0.05%	Increased
511	Mizuho Securities USA New York	$13.3M	+$13.3M	2	0.29%	New
512	CTA Colonial Trust Advisors Spartanburg, South Carolina	$13.3M	-$296K	3	1.27%	Reduced
513	Empowered Funds Havertown, Pennsylvania	$13.2M	+$4.01M	3	0.23%	Increased
514	Quantbot Technologies New York	$13.2M	+$13.4M	4	0.64%	New
515	Stratos Wealth Partners Beachwood, Ohio	$13.1M	+$2.31M	4	0.21%	Increased
516	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$13.1M	+$4.39M	6	0.07%	Increased
517	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.1M	+$451K	3	0.2%	Increased
518	Jefferies Financial Group New York	$13.1M	+$6.76M	2	0.14%	Increased
519	NOCM Night Owl Capital Management Greenwich, Connecticut	$13.1M	+$12.1M	1	1.95%	New
520	MPM MBB Public Markets Chicago, Illinois	$13.1M	+$12.6M	3	0.26%	Increased
521	Anchor Capital Advisors Boston, Massachusetts	$13M	+$5.49K	1	0.37%	Increased
522	Trexquant Investment Stamford, Connecticut	$13M	+$6.52M	3	0.2%	Increased
523	Kentucky Retirement Systems Frankfort, Kentucky	$13M	+$3.21M	2	0.38%	Increased
524	Aptus Capital Advisors Fairhope, Alabama	$13M	+$6.18M	3	0.23%	Increased
525	ECM EagleClaw Capital Management Boston, Massachusetts	$12.9M	-$234K	1	2.32%	Reduced