← 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
526	TIP Torray Investment Partners Bethesda, Maryland	$12.9M	-$1.75M	1	1.92%	Reduced
527	Bridgewater Associates Westport, Connecticut	$12.9M	+$11.9M	2	0.07%	New
528	United Capital Financial Advisors Irving, Texas	$12.8M	+$2.26M	2	0.11%	Increased
529	WCCM Webs Creek Capital Management Dallas, Texas	$12.8M	+$11.8M	1	4.34%	New
530	ZDA Zweig-DiMenna Associates New York	$12.8M	-$759K	1	1.44%	Reduced
531	Grimes & Company Westborough, Massachusetts	$12.8M	-$2.85M	2	0.38%	Reduced
532	Meiji Yasuda Life Insurance Tokyo, Japan	$12.7M	+$4.39M	2	0.26%	Increased
533	RBA Richard Bernstein Advisors New York	$12.7M	+$1.51M	3	0.28%	Increased
534	MP McDonald Partners Cleveland, Ohio	$12.6M	-$513K	1	3.39%	Reduced
535	INTECH Investment Management West Palm Beach, Florida	$12.6M	+$3.7M	4	0.16%	Increased
536	BFIM Beese Fulmer Investment Management Canton, Ohio	$12.5M	+$8.12M	2	1.14%	Increased
537	Ethic Inc New York	$12.5M	+$1.48M	3	0.29%	Increased
538	Advisory Services Network Atlanta, Georgia	$12.4M	+$3.91M	4	0.26%	Increased
539	RNC Capital Management Los Angeles, California	$12.3M	-$1.51M	2	0.68%	Reduced
540	GD Grandfield & Dodd New York	$12.2M	+$10.5M	2	0.78%	Increased
541	BFO Boston Family Office Boston, Massachusetts	$12.2M	+$145K	2	0.88%	Increased
542	BBL Beck Bode LLC Dedham, Massachusetts	$12.2M	+$2.14M	1	2.45%	Increased
543	SAM Sycomore Asset Management Paris, France	$12.2M	-$240K	1	2.14%	Reduced
544	SWM Segment Wealth Management Houston, Texas	$12.1M	+$11.2M	1	0.9%	New
545	CCM Candelo Capital Management New York	$12.1M	+$5.86M	2	8.16%	Increased
546	FSA Franklin Street Advisors Chapel Hill, North Carolina	$12.1M	+$12.1M	1	0.86%	Increased
547	Mediolanum International Funds Dublin 1, Ireland	$12.1M	+$2.81M	2	0.2%	Increased
548	CIBC Private Wealth Group Atlanta, Georgia	$12M	+$3.64M	6	0.02%	Increased
549	Kestra Private Wealth Services Austin, Texas	$12M	+$1.22M	3	0.24%	Increased
550	Castleark Management Chicago, Illinois	$12M	$0	1	0.49%	Maintained