← 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	ECM EagleClaw Capital Management Boston, Massachusetts	$11.4M	-$38.9K	1	1.79%	Reduced
577	Bradley Foster & Sargent Hartford, Connecticut	$11.4M	+$2.27M	2	0.19%	Increased
578	BCP Blue Chip Partners Farmington Hills, Michigan	$11.3M	-$2.43M	1	0.97%	Reduced
579	Oribel Capital Management New York	$11.3M	+$12.9M	1	0.46%	New
580	PC Pelham Capital London, United Kingdom	$11.2M	+$7.25M	1	5.89%	Increased
581	CA Cornerstone Advisors Asheville, North Carolina	$11.2M	+$2.55M	2	0.48%	Increased
582	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.2M	+$3.11M	4	0.32%	Increased
583	PR Payden & Rygel Los Angeles, California	$11.2M	-$11.3M	1	0.96%	Reduced
584	TIP Torray Investment Partners Bethesda, Maryland	$11.2M	$0	1	1.66%	Maintained
585	LCG Luxor Capital Group New York	$11.1M	+$12.7M	1	0.63%	New
586	FDP Financiere des Professionnels Montreal, Quebec, Canada	$11M	-$156K	1	0.71%	Reduced
587	Braun Stacey Associates New York	$11M	-$16.7M	1	0.45%	Reduced
588	TAM Telemark Asset Management Boston, Massachusetts	$10.9M	$0	1	1.42%	Maintained
589	Exencial Wealth Advisors Oklahoma City, Oklahoma	$10.8M	+$42K	2	0.4%	Increased
590	SAM Securian Asset Management St Paul, Minnesota	$10.8M	-$168K	3	0.33%	Reduced
591	Edmond de Rothschild Holding Chambesy, Switzerland	$10.8M	+$10.2M	3	0.19%	Increased
592	New Mexico Educational Retirement Board Santa Fe, New Mexico	$10.7M	-$225K	3	0.39%	Reduced
593	JMFC J.M. Forbes & Co Boston, Massachusetts	$10.7M	+$338K	1	1.04%	Increased
594	Bartlett & Co Wealth Management Cincinnati, Ohio	$10.7M	-$824K	3	0.16%	Reduced
595	MTC McDaniel Terry & Co Austin, Texas	$10.6M	+$12.2M	1	0.93%	New
596	MIP Marietta Investment Partners Milwaukee, Wisconsin	$10.6M	-$1.02M	2	2.56%	Reduced
597	Exchange Traded Concepts Oklahoma City, Oklahoma	$10.6M	-$7.78M	2	0.18%	Reduced
598	OL one8zero8 LLC Greensboro, North Carolina	$10.5M	+$25.5K	1	2.49%	Increased
599	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$10.5M	-$160K	1	7.14%	Reduced
600	RNC Capital Management Los Angeles, California	$10.5M	-$224K	2	0.54%	Reduced