← 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	BCA Benchmark Capital Advisors New York	$1.11M	+$302K	1	0.8%	Increased
577	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.11M	$0	1	0.19%	Maintained
578	WRM Westport Resources Management Westport, Connecticut	$1.09M	+$90.7K	2	0.36%	Increased
579	SouthState Corp Winter Haven, Florida	$1.09M	+$61.2K	2	0.2%	Increased
580	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.08M	-$232K	1	0.23%	Reduced
581	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.08M	+$1.05M	1	0.15%	New
582	HBK Investments Dallas, Texas	$1.07M	+$35.6K	1	0.02%	Increased
583	LG Leuthold Group Minneapolis, Minnesota	$1.07M	-$126K	1	0.1%	Reduced
584	SIM SSI Investment Management Los Angeles, California	$1.07M	+$1.04M	1	0.1%	New
585	Beck Mack & Oliver New York	$1.07M	$0	1	0.03%	Maintained
586	Quantbot Technologies New York	$1.06M	+$1.03M	2	0.66%	New
587	GACM Green Arrow Capital Management New York	$1.06M	+$1.03M	1	0.08%	New
588	ACP Ashfield Capital Partners San Francisco, California	$1.05M	+$11.3K	1	0.05%	Increased
589	Meiji Yasuda Life Insurance Tokyo, Japan	$1.05M	+$173K	1	0.19%	Increased
590	AAM Azzad Asset Management Falls Church, Virginia	$1.05M	$0	2	0.86%	Maintained
591	KFS KMS Financial Services Seattle, Washington	$1.03M	-$108K	1	0.25%	Reduced
592	Freestone Capital Holdings Seattle, Washington	$1.03M	+$173K	2	0.18%	Increased
593	CA Callahan Advisors Houston, Texas	$1.02M	+$624K	1	0.39%	Increased
594	Laird Norton Wetherby Wealth Management San Francisco, California	$1.02M	+$134K	2	0.32%	Increased
595	MCM McKinley Capital Management Anchorage, Alaska	$1.01M	-$241K	1	0.04%	Reduced
596	GHA GW Henssler & Associates Kennesaw, Georgia	$1M	+$3.9K	1	0.13%	Increased
597	Dodge & Cox San Francisco, California	$1M	-$692K	1	0%	Reduced
598	SCM Stevens Capital Management Radnor, Pennsylvania	$997K	+$968K	2	0.03%	New
599	NPC National Planning Corporation El Segundo, California	$994K	+$52.8K	1	0.1%	Increased
600	AHC Adell Harriman & Carpenter Houston, Texas	$992K	+$638K	1	0.28%	Increased