← 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	SC Sagefield Capital Dallas, Texas	$12.8M	-$9.85M	2	1.54%	Reduced
552	SW SVB Wealth Boston, Massachusetts	$12.7M	-$2.48M	4	0.52%	Reduced
553	PineBridge Investments New York	$12.7M	+$8.08M	1	0.1%	Increased
554	Stephens Investment Management Group Houston, Texas	$12.6M	+$415K	1	0.18%	Increased
555	Pacer Advisors Malvern, Pennsylvania	$12.5M	-$6.79M	3	0.03%	Reduced
556	Tudor Investment Corp Stamford, Connecticut	$12.3M	-$20M	4	0.04%	Reduced
557	First Citizens Bank & Trust Raleigh, North Carolina	$12.3M	-$2.92M	3	0.31%	Reduced
558	PP PDT Partners New York	$12.3M	+$5.03M	3	0.87%	Increased
559	Fifth Third Wealth Advisors Cincinnati, Ohio	$12.2M	+$1.49M	3	0.63%	Increased
560	Davenport & Co Richmond, Virginia	$12.2M	+$182K	2	0.07%	Increased
561	Vaughan Nelson Investment Management Houston, Texas	$12.1M	-$183M	2	0.12%	Reduced
562	TCOV Trust Company of Vermont Brattleboro, Vermont	$12.1M	-$403K	3	0.6%	Reduced
563	BCM Bourgeon Capital Management Darien, Connecticut	$11.9M	-$62K	1	2.56%	Reduced
564	BFO Boston Family Office Boston, Massachusetts	$11.9M	+$940K	2	0.84%	Increased
565	United Capital Financial Advisors Irving, Texas	$11.8M	-$945K	2	0.1%	Reduced
566	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$11.8M	+$1.02M	2	0.88%	Increased
567	Badgley Phelps Wealth Managers Seattle, Washington	$11.7M	+$271K	1	0.28%	Increased
568	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$11.7M	-$180K	2	0.41%	Reduced
569	Eagle Global Advisors Houston, Texas	$11.6M	+$3.96M	1	0.48%	Increased
570	SSB Sandy Spring Bank Olney, Maryland	$11.6M	+$1.13M	3	0.49%	Increased
571	Generali Asset Management Trieste, Italy	$11.6M	+$2.88M	2	0.29%	Increased
572	ACM Atika Capital Management New York	$11.4M	-$1.05M	1	1.61%	Reduced
573	SAM Scopus Asset Management New York	$11.4M	-$15.7M	3	0.23%	Reduced
574	Prospera Financial Services Dallas, Texas	$11.4M	-$837K	2	0.26%	Reduced
575	FWC First Washington Corp Seattle, Washington	$11.4M	-$137K	2	4%	Reduced