← 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
551
EP Wealth Advisors
EP Wealth Advisors
California
$36.2M +$5.76M 4 0.14% Increased
552
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$36.1M -$9.21K 2 0.97% Reduced
553
AE Wealth Management
AE Wealth Management
Kansas
$36M -$3.58M 5 0.17% Reduced
554
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$35.9M $0 1 0.24% Maintained
555
CCP
Clough Capital Partners
Massachusetts
$35.8M -$7.68M 1 2.91% Reduced
556
Chicago Capital
Chicago Capital
Illinois
$35.7M +$812K 2 0.86% Increased
557
AOI
Auto-Owners Insurance
Michigan
$35.7M -$23.4M 1 0.81% Reduced
558
CP
Cumberland Partners
Ontario, Canada
$35.6M -$8.61M 1 2.3% Reduced
559
TCM
Tran Capital Management
California
$35.5M -$1.05M 1 4.08% Reduced
560
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$35.5M +$3.91M 2 0.62% Increased
561
Capital Group Private Client Services
Capital Group Private Client Services
California
$35.2M -$9.7M 1 0.5% Reduced
562
Soros Fund Management
Soros Fund Management
New York
$35.1M +$24M 1 0.43% Increased
563
1SP
140 Summer Partners
New York
$35.1M +$32.3M 1 2.51% New
564
Emerald Advisers
Emerald Advisers
Pennsylvania
$35M +$3.91M 1 0.82% Increased
565
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$35M +$3.51M 4 0.16% Increased
566
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$34.9M +$1.03M 5 0.19% Increased
567
Eagle Global Advisors
Eagle Global Advisors
Texas
$34.8M -$200K 1 1.15% Reduced
568
Generali Asset Management
Generali Asset Management
Italy
$34.8M +$5.64M 2 0.63% Increased
569
HB Wealth Management
HB Wealth Management
Georgia
$34.2M +$178K 5 0.19% Increased
570
Busey Bank
Busey Bank
Illinois
$34.1M +$90.9K 3 0.83% Increased
571
STP
Science & Technology Partners
New York
$33.9M +$26.2M 2 5.71% Increased
572
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$33.9M +$6.08M 5 0.22% Increased
573
Caprock Group
Caprock Group
Idaho
$33.7M -$1.34M 4 0.65% Reduced
574
NIM
NXG Investment Management
Texas
$33.7M +$4.8M 1 1.51% Increased
575
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$33.6M -$668K 3 0.8% Reduced