← 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	Crossmark Global Holdings Houston, Texas	$21.4M	+$6.45M	4	0.31%	Increased
552	Equitable Holdings New York	$21.3M	+$2.37M	2	0.15%	Increased
553	SSA Sierra Summit Advisors Incline Village, Nevada	$21.1M	+$208K	1	3.24%	Increased
554	Busey Bank Urbana, Illinois	$21.1M	-$5.66M	3	0.56%	Reduced
555	Aquatic Capital Management Chicago, Illinois	$21M	-$26.1M	3	0.6%	Reduced
556	Davenport & Co Richmond, Virginia	$20.9M	+$1.45M	2	0.11%	Increased
557	TFA Transamerica Financial Advisors St. Petersburg, Florida	$20.8M	+$13.3M	5	1.73%	Increased
558	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$20.7M	+$12.9M	1	2.79%	Increased
559	Becker Capital Management Portland, Oregon	$20.5M	-$200	2	0.59%	Reduced
560	First National Bank of Omaha Omaha, Nebraska	$20.4M	+$11M	3	0.6%	Increased
561	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$20.2M	+$20.8M	2	1.35%	Increased
562	OP Asset Management Helsinki,	$20.2M	+$527K	1	0.25%	Increased
563	Caprock Group Boise, Idaho	$20.1M	+$363K	2	0.43%	Increased
564	TC TwinBeech Capital Purchase, New York	$20M	-$4.93M	3	1.42%	Reduced
565	AE Wealth Management Topeka, Kansas	$20M	+$845K	4	0.11%	Increased
566	LSA L & S Advisors Los Angeles, California	$20M	-$4.48M	3	1.84%	Reduced
567	CIG Cullen Investment Group Lafayette, Louisiana	$19.9M	-$4.94M	2	2.59%	Reduced
568	VHAM Van Hulzen Asset Management El Dorado Hills, California	$19.9M	+$889K	3	1.46%	Increased
569	Moran Wealth Management Naples, Florida	$19.8M	-$537K	2	0.61%	Reduced
570	Baker Avenue Asset Management San Francisco, California	$19.7M	-$74.1K	3	0.45%	Reduced
571	CIA CCM Investment Advisers Columbia, South Carolina	$19.6M	+$74.4K	1	1.88%	Increased
572	VOMP Vision One Management Partners Miami, Florida	$19.6M	+$12.8M	1	10.99%	Increased
573	D.A. Davidson & Co Great Falls, Montana	$19.5M	+$503K	4	0.12%	Increased
574	USS Investment Management London, United Kingdom	$19.5M	$0	2	0.09%	Maintained
575	BFIM Beese Fulmer Investment Management Canton, Ohio	$19.5M	+$933K	2	1.27%	Increased