← 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	CTA Colonial Trust Advisors Spartanburg, South Carolina	$15M	-$294K	2	1.33%	Reduced
552	AGAM Avalon Global Asset Management San Francisco, California	$15M	$0	1	3.59%	Maintained
553	Walleye Capital New York	$14.9M	-$18.3M	3	0.04%	Reduced
554	Prime Capital Investment Advisors Overland Park, Kansas	$14.9M	+$6.26M	3	0.22%	Increased
555	SAM Sycomore Asset Management Paris, France	$14.8M	+$1.98M	1	2.11%	Increased
556	TAM Telemark Asset Management Boston, Massachusetts	$14.8M	$0	1	1.47%	Maintained
557	BBL Beck Bode LLC Dedham, Massachusetts	$14.8M	+$277K	1	2.7%	Increased
558	SCM Sandler Capital Management New York	$14.7M	-$2.7M	2	1.53%	Reduced
559	BFIM Beese Fulmer Investment Management Canton, Ohio	$14.7M	+$223K	2	1.25%	Increased
560	PC Paradoxiom Capital Stamford, Connecticut	$14.6M	+$14.7M	2	6.02%	New
561	BCM Bourgeon Capital Management Darien, Connecticut	$14.6M	-$89.8K	1	2.72%	Reduced
562	Tower Research Capital (TRC) New York	$14.6M	+$7.2M	6	0.29%	Increased
563	MAM Mark Asset Management New York	$14.6M	-$3.33M	1	1.58%	Reduced
564	Prospera Financial Services Dallas, Texas	$14.6M	+$4.7M	2	0.34%	Increased
565	CF Clarity Financial Houston, Texas	$14.6M	+$4.95M	2	1.74%	Increased
566	EIM Essex Investment Management Boston, Massachusetts	$14.5M	-$1.04M	4	2.61%	Reduced
567	Merit Financial Group Alpharetta, Georgia	$14.5M	+$2.8M	4	0.26%	Increased
568	Davenport & Co Richmond, Virginia	$14.4M	-$51.5K	2	0.08%	Reduced
569	NA Navellier & Associates Reno, Nevada	$14.3M	+$2.6M	2	1.72%	Increased
570	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$14.2M	+$1.84M	2	1%	Increased
571	Grimes & Company Westborough, Massachusetts	$14.2M	+$28K	2	0.41%	Increased
572	PIM Parker Investment Management Menlo Park, California	$14.1M	+$13.4M	1	2.19%	New
573	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$14.1M	-$392K	2	1.31%	Reduced
574	Maryland State Retirement & Pension System Baltimore, Maryland	$14M	-$863K	5	0.3%	Reduced
575	Badgley Phelps Wealth Managers Seattle, Washington	$14M	+$6.36M	1	0.33%	Increased