← 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	AP Appleton Partners Boston, Massachusetts	$15M	-$882K	1	1.16%	Reduced
502	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$15M	+$6.18M	2	0.31%	Increased
503	Oberweis Asset Management Lisle, Illinois	$15M	+$94.8K	2	0.75%	Increased
504	Atreides Management Boston, Massachusetts	$14.9M	+$20.5M	1	0.45%	New
505	World Investment Advisors Santa Barbara, California	$14.9M	-$351K	3	0.39%	Reduced
506	Hantz Financial Services Southfield, Michigan	$14.9M	-$999K	5	0.26%	Reduced
507	IFM Investors Melbourne, Australia	$14.8M	+$400K	1	0.16%	Increased
508	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$14.8M	+$17M	1	6.37%	New
509	CA CapWealth Advisors Franklin, Tennessee	$14.8M	-$4.8M	1	1.6%	Reduced
510	SAM Sycomore Asset Management Paris, France	$14.8M	$0	1	2.1%	Maintained
511	Nordea Investment Management Stockholm, Sweden	$14.8M	+$2.4M	3	0.02%	Increased
512	FLII First Long Island Investors Jericho, New York	$14.7M	+$16.6M	1	1.21%	Increased
513	Rafferty Asset Management New York	$14.6M	-$4.23M	2	0.06%	Reduced
514	Altshuler Shaham Tel Aviv, Israel	$14.6M	+$5.4M	2	0.35%	Increased
515	CF Clarity Financial Houston, Texas	$14.6M	+$1.28M	2	1.68%	Increased
516	Aware Super Sydney, Australia	$14.5M	+$13.1M	2	0.25%	Increased
517	HRT Financial New York	$14.4M	-$196M	5	0.09%	Reduced
518	Jones Financial Companies Des Peres, Missouri	$14.4M	+$5.87M	6	0.01%	Increased
519	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$14.4M	-$26K	5	0.29%	Reduced
520	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$14.3M	+$1.83M	1	0.67%	Increased
521	Churchill Management Los Angeles, California	$14.3M	+$7.98M	1	0.18%	Increased
522	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.2M	-$221K	2	0.93%	Reduced
523	MC Moors & Cabot Boston, Massachusetts	$14.1M	+$201K	2	0.72%	Increased
524	PI Pennant Investors Summit, New Jersey	$14M	-$4.88M	1	3.66%	Reduced
525	Rokos Capital Management (UK) London, United Kingdom	$14M	+$15.9M	1	0.14%	New