← 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	Synergy Asset Management Vancouver, Washington	$14M	+$6.51M	2	1.08%	Increased
577	ECM EagleClaw Capital Management Boston, Massachusetts	$13.9M	+$199K	1	2.21%	Increased
578	Bartlett & Co Wealth Management Cincinnati, Ohio	$13.8M	-$318K	3	0.2%	Reduced
579	Triglav Skladi Ljubljana, Slovenia	$13.8M	+$14.6M	1	1.09%	New
580	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$13.7M	-$312K	2	0.45%	Reduced
581	CJL Cyrus J. Lawrence New York	$13.7M	+$13.9M	2	2.65%	New
582	Financiere des Professionnels Montreal, Quebec, Canada	$13.7M	-$2.03M	1	0.95%	Reduced
583	Torray Investment Partners Bethesda, Maryland	$13.6M	$0	1	1.96%	Maintained
584	MIP Marietta Investment Partners Milwaukee, Wisconsin	$13.5M	+$5.01M	2	2.97%	Increased
585	D.A. Davidson & Co Great Falls, Montana	$13.4M	+$856K	3	0.11%	Increased
586	BFO Boston Family Office Boston, Massachusetts	$13.4M	+$1.05K	2	0.92%	Increased
587	Atika Capital Management New York	$13.3M	-$797K	1	1.41%	Reduced
588	1CP 11 Capital Partners Darien, Connecticut	$13.3M	+$1.63M	1	5.34%	Increased
589	LGT Group Foundation Vaduz, Liechtenstein	$13.2M	-$1.87M	2	0.2%	Reduced
590	Exencial Wealth Advisors Oklahoma City, Oklahoma	$13.1M	+$137K	2	0.48%	Increased
591	MP McDonald Partners Cleveland, Ohio	$13.1M	-$391K	2	3.35%	Reduced
592	Zweig-DiMenna Associates New York	$13M	-$3.93M	1	0.97%	Reduced
593	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$13M	-$1.64M	1	8.28%	Reduced
594	Richard Bernstein Advisors New York	$13M	$0	3	0.29%	Maintained
595	RNC Capital Management Los Angeles, California	$13M	-$27.8K	2	0.69%	Reduced
596	GGHC Gilder Gagnon Howe & Co New York	$12.9M	+$5.63M	1	0.14%	Increased
597	Sandy Spring Bank Olney, Maryland	$12.9M	+$561K	3	0.52%	Increased
598	New Mexico Educational Retirement Board Santa Fe, New Mexico	$12.9M	-$304K	3	0.43%	Reduced
599	Sit Investment Associates Minneapolis, Minnesota	$12.9M	+$213K	1	0.29%	Increased
600	Fifth Third Wealth Advisors Cincinnati, Ohio	$12.9M	+$2.42M	3	0.7%	Increased