← 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	Kestra Private Wealth Services Austin, Texas	$26M	+$1.72M	3	0.34%	Increased
502	AIM Avity Investment Management Greenwich, Connecticut	$26M	+$11.1M	2	1.82%	Increased
503	MGO One Seven Beachwood, Ohio	$25.8M	+$16.4M	4	0.6%	Increased
504	LSA L & S Advisors Los Angeles, California	$25.7M	+$6.01M	3	2.47%	Increased
505	SAM Synergy Asset Management Vancouver, Washington	$25.6M	+$18.4M	2	0.93%	Increased
506	VanEck Associates New York	$25.1M	+$474K	1	0.02%	Increased
507	Hantz Financial Services Southfield, Michigan	$25.1M	+$2.21M	5	0.38%	Increased
508	Adams Diversified Equity Fund Baltimore, Maryland	$25M	-$2.73M	1	0.84%	Reduced
509	Dai-ichi Life Insurance Company Tokyo, Japan	$25M	-$4.07M	2	0.63%	Reduced
510	BCP Blue Chip Partners Farmington Hills, Michigan	$25M	+$713K	1	1.87%	Increased
511	Edmond de Rothschild Holding Chambesy, Switzerland	$24.9M	+$7.39M	3	0.39%	Increased
512	World Investment Advisors Santa Barbara, California	$24.8M	-$721K	3	0.51%	Reduced
513	NRS Neville Rodie & Shaw New York	$24.7M	-$1.62M	2	1.78%	Reduced
514	Nissay Asset Management Tokyo, Japan	$24.6M	+$2.69M	3	0.14%	Increased
515	Braun Stacey Associates New York	$24.6M	-$3.51M	1	0.81%	Reduced
516	Vinva Investment Management Sydney, Australia	$24.4M	+$2.19M	2	0.48%	Increased
517	Merit Financial Group Alpharetta, Georgia	$24.2M	+$551K	5	0.22%	Increased
518	RIA RPG Investment Advisory Pleasanton, California	$24M	+$132K	1	2.84%	Increased
519	NIP Nicholas Investment Partners Rancho Santa Fe, California	$24M	+$4.44M	2	1.84%	Increased
520	Becker Capital Management Portland, Oregon	$24M	-$57.8K	2	0.7%	Reduced
521	Moran Wealth Management Naples, Florida	$23.8M	-$685K	1	0.72%	Reduced
522	Lord, Abbett & Co Jersey City, New Jersey	$23.7M	+$12.4M	2	0.07%	Increased
523	First Citizens Bank & Trust Raleigh, North Carolina	$23.7M	+$755K	3	0.51%	Increased
524	Voleon Capital Management Berkeley, California	$23.7M	+$3.4M	3	0.58%	Increased
525	AI Aperture Investors New York	$23.6M	+$19.7M	1	3.23%	New