← 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	CA Cornerstone Advisors Asheville, North Carolina	$23.3M	+$5.93M	2	0.78%	Increased
527	Donaldson Capital Management Evansville, Indiana	$23.1M	-$28.6M	2	0.74%	Reduced
528	Stephens Inc Little Rock, Arkansas	$23.1M	-$1.65M	4	0.29%	Reduced
529	CF Clarity Financial Houston, Texas	$23.1M	+$1.18M	2	2.13%	Increased
530	TCM Tran Capital Management San Rafael, California	$23M	+$112K	1	2.76%	Increased
531	Fifth Third Wealth Advisors Cincinnati, Ohio	$22.8M	+$713K	3	0.8%	Increased
532	Clearstead Advisors Cleveland, Ohio	$22.7M	+$2.31M	4	0.29%	Increased
533	Allstate Corporation Northbrook, Illinois	$22.7M	+$11.7M	2	0.31%	Increased
534	Cookson Peirce & Co Pittsburgh, Pennsylvania	$22.7M	-$337K	2	0.94%	Reduced
535	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$22.5M	-$454K	5	0.39%	Reduced
536	CM Cercano Management Bellevue, Washington	$22.5M	$0	2	0.85%	Maintained
537	BBCM Broad Bay Capital Management New York	$22.3M	$0	1	2.33%	Maintained
538	Venture Visionary Partners Sylvania, Ohio	$22.3M	+$3.15M	3	0.73%	Increased
539	Hantz Financial Services Southfield, Michigan	$22.1M	-$1.51M	5	0.33%	Reduced
540	Grimes & Company Westborough, Massachusetts	$22.1M	-$1.75M	2	0.53%	Reduced
541	AIM Avity Investment Management Greenwich, Connecticut	$22.1M	-$169K	2	1.55%	Reduced
542	BCP Blue Chip Partners Farmington Hills, Michigan	$22M	+$792K	1	1.59%	Increased
543	Walleye Trading New York	$21.9M	+$9.11M	3	0.03%	Increased
544	OIMU Osmosis Investment Management UK London, United Kingdom	$21.9M	+$22M	2	0.55%	New
545	Emerald Advisers Leola, Pennsylvania	$21.8M	+$10.2M	1	0.67%	Increased
546	SEM Suncoast Equity Management Tampa, Florida	$21.8M	-$481K	1	2.2%	Reduced
547	AIC AWM Investment Company New York	$21.7M	+$378K	1	2.1%	Increased
548	RIA RPG Investment Advisory Pleasanton, California	$21.7M	-$3.68M	1	2.46%	Reduced
549	Mizuho Securities USA New York	$21.6M	-$69.1K	2	0.36%	Reduced
550	First Citizens Bank & Trust Raleigh, North Carolina	$21.5M	+$595K	3	0.45%	Increased