← 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	OIMU Osmosis Investment Management UK London, United Kingdom	$27.4M	-$142K	2	0.74%	Reduced
552	ACM Alua Capital Management New York	$27.4M	+$26.3M	1	2.41%	New
553	BOK Financial Tulsa, Oklahoma	$27.4M	-$3.97M	1	0.42%	Reduced
554	Segall Bryant & Hamill Chicago, Illinois	$27.3M	-$1.58M	2	0.39%	Reduced
555	TCM Tran Capital Management San Rafael, California	$27.3M	-$3.1M	1	3.74%	Reduced
556	LI Leeward Investments Boston, Massachusetts	$27.2M	-$528K	1	1.34%	Reduced
557	AIC AWM Investment Company New York	$27.1M	+$1.5M	1	3%	Increased
558	Caprock Group Boise, Idaho	$26.7M	+$830K	4	0.65%	Increased
559	Kinetic Partners Management Miami, Florida	$26.5M	+$16.7M	1	1.49%	Increased
560	HB Wealth Management Atlanta, Georgia	$26.4M	+$2.71M	4	0.17%	Increased
561	Aware Super Sydney, Australia	$26.3M	+$24.8M	2	0.4%	New
562	BCP Blue Chip Partners Farmington Hills, Michigan	$26.1M	+$1.43M	1	1.88%	Increased
563	Eagle Global Advisors Houston, Texas	$26.1M	-$6.33M	1	0.94%	Reduced
564	D.A. Davidson & Co Great Falls, Montana	$26M	+$2.01M	4	0.16%	Increased
565	Donaldson Capital Management Evansville, Indiana	$26M	-$78.6K	2	0.84%	Reduced
566	VC Vestor Capital Chicago, Illinois	$26M	+$15.5M	2	1.88%	Increased
567	IMC Chicago Chicago, Illinois	$25.9M	+$16.9M	2	0.01%	Increased
568	MUFG Securities EMEA London, United Kingdom	$25.8M	-$22.3M	2	0.39%	Reduced
569	Grimes & Company Westborough, Massachusetts	$25.8M	+$224K	2	0.71%	Increased
570	CF Clarity Financial Houston, Texas	$25.8M	-$4.43M	2	2.8%	Reduced
571	Emerald Advisers Leola, Pennsylvania	$25.6M	-$5.18K	1	0.81%	Reduced
572	Longaeva Partners Chicago, Illinois	$25.6M	+$24.8M	3	0.95%	New
573	TFA Transamerica Financial Advisors St. Petersburg, Florida	$25.6M	-$860K	5	2.18%	Reduced
574	Liontrust Investment Partners London, United Kingdom	$25.6M	-$34M	1	0.44%	Reduced
575	RAM Rempart Asset Management Montreal, Canada	$25.4M	-$3.87M	1	5.33%	Reduced