← 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
626	ArrowMark Colorado Holdings Denver, Colorado	$2.8M	+$27.3K	1	0.03%	Increased
627	Prime Capital Investment Advisors Overland Park, Kansas	$2.79M	+$1.65M	3	0.11%	Increased
628	Metis Global Partners San Diego, California	$2.77M	+$875K	1	0.18%	Increased
629	PT Plimoth Trust Plymouth, Massachusetts	$2.76M	-$65.9K	1	0.86%	Reduced
630	PG Patten Group Chattanooga, Tennessee	$2.75M	+$30.3K	1	0.83%	Increased
631	H HoyleCohen San Diego, California	$2.74M	+$2.18M	1	0.26%	Increased
632	CCT Capital City Trust Tallahassee, Florida	$2.72M	+$23K	1	0.87%	Increased
633	FHB First Hawaiian Bank Honolulu, Hawaii	$2.69M	-$271K	2	0.09%	Reduced
634	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$2.67M	+$845K	1	0.41%	Increased
635	MGO One Seven Beachwood, Ohio	$2.65M	+$455K	3	0.17%	Increased
636	Veritable Wilmington, Delaware	$2.65M	+$85.6K	2	0.04%	Increased
637	TCOT Trust Company of Toledo Holland, Ohio	$2.62M	-$162K	1	0.47%	Reduced
638	LCS Levin Capital Strategies New York	$2.62M	$0	1	0.33%	Maintained
639	Prospera Financial Services Dallas, Texas	$2.62M	-$84.7K	1	0.11%	Reduced
640	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.6M	-$1.03M	1	0.24%	Reduced
641	PA PFG Advisors Phoenix, Arizona	$2.6M	-$94.1K	2	0.22%	Reduced
642	Old Mission Capital Chicago, Illinois	$2.59M	+$2.53M	1	0.05%	New
643	Jefferies Financial Group New York	$2.57M	+$2.24M	2	0.02%	Increased
644	PAM Paradigm Asset Management New York	$2.57M	$0	2	0.71%	Maintained
645	Penserra Capital Management Orinda, California	$2.57M	+$375K	2	0.05%	Increased
646	WA Wambolt & Associates Littleton, Colorado	$2.54M	+$45.3K	1	0.9%	Increased
647	Woodline Partners San Francisco, California	$2.53M	-$45.9M	1	0.03%	Reduced
648	DTL Dynamic Technology Lab Singapore	$2.48M	+$2.43M	1	0.23%	New
649	FP Factorial Partners Mt. Kisco, New York	$2.45M	$0	1	1.85%	Maintained
650	Old National Bancorp Evansville, Indiana	$2.44M	-$133K	2	0.07%	Reduced