← 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
601	SCA Snowden Capital Advisors New York	$3.38M	-$1.21M	2	0.12%	Reduced
602	Hudson Bay Capital Management Stamford, Connecticut	$3.37M	-$6.02M	1	0.02%	Reduced
603	ATC Argent Trust Co Nashville, Tennessee	$3.36M	+$25.7K	1	0.18%	Increased
604	Edmond de Rothschild Holding Chambesy, Switzerland	$3.35M	-$211K	2	0.07%	Reduced
605	Laird Norton Wetherby Wealth Management San Francisco, California	$3.35M	-$1.6M	2	0.18%	Reduced
606	CA Cullinan Associates Louisville, Kentucky	$3.35M	-$351K	1	0.18%	Reduced
607	Eisler Capital (US) New York	$3.34M	+$2.92M	1	0.12%	New
608	Beacon Pointe Advisors Newport Beach, California	$3.34M	-$915K	1	0.05%	Reduced
609	Sigma Planning Corp Ann Arbor, Michigan	$3.33M	-$1.09M	1	0.12%	Reduced
610	NWM Northcape Wealth Management Williamsville, New York	$3.33M	-$23.2K	1	1.2%	Reduced
611	PGAM Princeton Global Asset Management Princeton, New Jersey	$3.32M	-$295K	1	0.97%	Reduced
612	BNP Paribas Asset Management Paris, France	$3.28M	-$1.74M	1	0.01%	Reduced
613	E Ergoteles New York	$3.28M	-$10.5M	1	0.16%	Reduced
614	Cubist Systematic Strategies Stamford, Connecticut	$3.27M	-$20.7M	4	0.02%	Reduced
615	Tower Research Capital (TRC) New York	$3.25M	+$603K	4	0.11%	Increased
616	DA Doliver Advisors Houston, Texas	$3.23M	-$152K	1	0.98%	Reduced
617	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$3.22M	-$827K	1	1.89%	Reduced
618	H HoyleCohen San Diego, California	$3.21M	-$2.64K	1	0.28%	Reduced
619	FP Factorial Partners Mt. Kisco, New York	$3.21M	+$222K	1	2.21%	Increased
620	PG Patten Group Chattanooga, Tennessee	$3.19M	-$32.5K	1	0.47%	Reduced
621	Daymark Wealth Partners Cincinnati, Ohio	$3.19M	+$2.25M	1	0.24%	Increased
622	PT Plimoth Trust Plymouth, Massachusetts	$3.18M	-$54.5K	1	0.95%	Reduced
623	Diversified Trust Memphis, Tennessee	$3.13M	+$265K	5	0.11%	Increased
624	Apollon Wealth Management Mount Pleasant, South Carolina	$3.12M	+$1.07M	1	0.15%	Increased
625	SP SWS Partners Columbus, Ohio	$3.12M	+$231K	1	1.12%	Increased