← 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
576	CCG Chatham Capital Group Savannah, Georgia	$33.5M	-$1.84M	3	4.28%	Reduced
577	RIA RPG Investment Advisory Pleasanton, California	$33.2M	-$15.8M	1	3.41%	Reduced
578	Dakota Wealth Management Palm Beach Gardens, Florida	$33M	+$22.1M	3	0.63%	Increased
579	GWM GDS Wealth Management Flower Mound, Texas	$32.8M	+$1.41M	2	1.56%	Increased
580	Simplex Trading Chicago, Illinois	$32.8M	+$11.2M	8	0.02%	Increased
581	Kennedy Capital Management St Louis, Missouri	$32.8M	-$13M	3	0.58%	Reduced
582	WIC Willis Investment Counsel Gainesville, Georgia	$32.8M	-$40.3K	1	1.56%	Reduced
583	CCAM Codex Capital Asset Management Dallas, Texas	$32.7M	-$632K	2	11.32%	Reduced
584	Perpetual Ltd Sydney, New South Wales, Australia	$32.6M	+$24.7M	2	0.47%	Increased
585	J. Safra Sarasin Holding	$32.5M	+$6.41M	3	0.47%	Increased
586	GGI Godsey & Gibb Inc Richmond, Virginia	$32.5M	-$691K	2	2.66%	Reduced
587	WHGAM Wealth High Governance Asset Management Sao Paulo,	$32.4M	+$26.4M	1	3.44%	New
588	M Mirova Paris, France	$32.3M	-$20.3M	1	1.19%	Reduced
589	Grimes & Company Westborough, Massachusetts	$31.9M	+$384K	2	0.69%	Increased
590	RG Renaissance Group Covington, Kentucky	$31.8M	+$27.6M	1	1.29%	New
591	TF Talbot Financial Bellevue, Washington	$31.8M	+$442K	1	2.34%	Increased
592	BCP Blue Chip Partners Farmington Hills, Michigan	$31.7M	+$575K	1	2%	Increased
593	Construction & Building Unions Superannuation Fund Melbourne, Australia	$31.7M	$0	1	0.57%	Maintained
594	NAAA New Age Alpha Advisors Rye, New York	$31.6M	-$415K	3	1.34%	Reduced
595	IP Interval Partners New York	$31.4M	-$143M	3	0.81%	Reduced
596	Vise Technologies New York	$31.3M	+$9.37M	4	0.35%	Increased
597	Boston Trust Walden Boston, Massachusetts	$31.2M	+$4.74M	2	0.24%	Increased
598	TFA Teamwork Financial Advisors San Antonio, Texas	$31.1M	-$3.64M	2	2.82%	Reduced
599	Vestmark Advisory Solutions Wakefield, Massachusetts	$31M	+$810K	5	0.29%	Increased
600	Seven Grand Managers Bronxville, New York	$30.7M	+$11.4M	1	1.24%	Increased