← 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	TCOV Trust Company of Vermont Brattleboro, Vermont	$15.2M	-$10.8K	3	0.76%	Reduced
502	CTA Colonial Trust Advisors Spartanburg, South Carolina	$15.2M	+$954K	3	1.31%	Increased
503	HVCM Hel Ved Capital Management Central, Hong Kong	$15.2M	-$27.5M	1	6.64%	Reduced
504	Antipodes Partners Royal Exchange, Australia	$15M	-$6.6M	1	0.52%	Reduced
505	AGAM Avalon Global Asset Management San Francisco, California	$14.9M	+$4.58M	1	2.25%	Increased
506	Tidal Investments Milwaukee, Wisconsin	$14.9M	+$4.7M	3	0.16%	Increased
507	WCCM Webs Creek Capital Management Dallas, Texas	$14.9M	-$3.08M	1	5.32%	Reduced
508	United Capital Financial Advisors Irving, Texas	$14.9M	+$599K	2	0.12%	Increased
509	Empowered Funds Havertown, Pennsylvania	$14.9M	-$819K	4	0.23%	Reduced
510	PP PDT Partners New York	$14.9M	+$4.69M	3	1.32%	Increased
511	Clearstead Advisors Cleveland, Ohio	$14.8M	+$2.56M	4	0.23%	Increased
512	NEOS Investment Management Westport, Connecticut	$14.8M	+$3.57M	2	0.45%	Increased
513	RP Rice Partnership Honolulu, Hawaii	$14.7M	+$189K	1	2.96%	Increased
514	BAM BOCHK Asset Management Hong Kong	$14.7M	-$10.6M	2	4.38%	Reduced
515	BCM Bourgeon Capital Management Darien, Connecticut	$14.6M	-$6.42K	1	2.82%	Reduced
516	TPCM Two Point Capital Management Pittsford, New York	$14.6M	+$74.9K	1	5.31%	Increased
517	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$14.5M	-$875K	1	8.91%	Reduced
518	BBL Beck Bode LLC Dedham, Massachusetts	$14.5M	+$1.47M	1	2.73%	Increased
519	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.4M	-$546K	6	0.07%	Reduced
520	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$14.4M	+$13.3M	1	1.2%	New
521	FSA Franklin Street Advisors Chapel Hill, North Carolina	$14.4M	+$1.45M	1	0.97%	Increased
522	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$14.3M	-$680K	2	1.31%	Reduced
523	CIBC Private Wealth Group Atlanta, Georgia	$14.3M	+$458K	6	0.03%	Increased
524	Kestra Private Wealth Services Austin, Texas	$14.2M	+$772K	3	0.26%	Increased
525	BFIM Beese Fulmer Investment Management Canton, Ohio	$14.2M	+$577K	2	1.22%	Increased