← 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	HBK Investments Dallas, Texas	$1.97M	+$45.2K	2	0.02%	Increased
552	GCP GSA Capital Partners London, United Kingdom	$1.97M	+$1.87M	2	0.2%	New
553	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.96M	+$533K	1	0.01%	Increased
554	Stratos Wealth Partners Beachwood, Ohio	$1.96M	+$157K	1	0.09%	Increased
555	IFG Advisory Atlanta, Georgia	$1.96M	+$571K	2	0.37%	Increased
556	HL Financial Services Louisville, Kentucky	$1.95M	+$498K	1	0.03%	Increased
557	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.94M	+$99.6K	2	1.16%	Increased
558	HFM Hartford Financial Management Hartford, Connecticut	$1.94M	$0	2	0.66%	Maintained
559	WCM Weld Capital Management New York	$1.92M	+$1.84M	3	0.35%	New
560	Johnson Investment Counsel Cincinnati, Ohio	$1.91M	-$905K	3	0.04%	Reduced
561	Todd Asset Management Louisville, Kentucky	$1.91M	-$17.2K	1	0.05%	Reduced
562	ExodusPoint Capital Management New York	$1.88M	+$1.66M	2	0.14%	Increased
563	Quantbot Technologies New York	$1.87M	+$1.59M	2	0.18%	Increased
564	PineBridge Investments New York	$1.85M	+$962K	3	0.04%	Increased
565	Erste Asset Management Vienna, Austria	$1.85M	-$748K	1	0.1%	Reduced
566	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.84M	-$877K	1	0.08%	Reduced
567	MIM Moseley Investment Management Bradenton, Florida	$1.84M	+$1.75M	1	1.92%	New
568	SW SVB Wealth Boston, Massachusetts	$1.84M	-$315K	1	0.07%	Reduced
569	Qube Research & Technologies (QRT) London, United Kingdom	$1.84M	+$1.01M	1	0.24%	Increased
570	First Allied Advisory Services San Diego, California	$1.81M	+$15.3K	2	0.06%	Increased
571	Nuveen Charlotte, North Carolina	$1.81M	-$22K	2	0.01%	Reduced
572	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.81M	+$1.48M	2	0.49%	Increased
573	VI Versor Investments New York	$1.8M	+$1.12M	1	0.17%	Increased
574	SEC Seven Eight Capital New York	$1.79M	+$359K	1	0.09%	Increased
575	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.79M	-$80.3K	2	0.11%	Reduced