← 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
Savant Capital
Savant Capital
Illinois
$5.8M +$2.62M 2 0.07% Increased
627
WIS
Wright Investors Service
Connecticut
$5.79M +$12.3K 2 1.47% Increased
628
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$5.77M -$15.6M 3 0.04% Reduced
629
LFP
Leeward Financial Partners
Washington
$5.75M +$276K 1 2.43% Increased
630
SW
StrongBox Wealth
Missouri
$5.74M -$329K 1 3.03% Reduced
631
PGAM
Princeton Global Asset Management
New Jersey
$5.72M -$134K 1 1.36% Reduced
632
ATC
Argent Trust Co
Tennessee
$5.71M +$41.3K 1 0.26% Increased
633
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$5.69M +$47.6K 1 0.23% Increased
634
Nordea Investment Management
Nordea Investment Management
Sweden
$5.68M +$651K 1 0.01% Increased
635
Jefferies Financial Group
Jefferies Financial Group
New York
$5.66M +$45.1K 4 0.05% Increased
636
SpiderRock Advisors
SpiderRock Advisors
Delaware
$5.66M +$5.18M 1 0.14% New
637
First National Trust
First National Trust
Pennsylvania
$5.64M -$92.4K 1 0.23% Reduced
638
HCM
Howland Capital Management
Massachusetts
$5.61M -$69.4K 1 0.27% Reduced
639
CIG
Consolidated Investment Group
Colorado
$5.6M $0 1 0.91% Maintained
640
SIA
SeaBridge Investment Advisors
New Jersey
$5.59M -$195K 1 1.47% Reduced
641
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$5.59M +$226K 1 0.06% Increased
642
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$5.56M -$3.03M 2 0.44% Reduced
643
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$5.55M -$122K 1 3.71% Reduced
644
Diversified Trust
Diversified Trust
Tennessee
$5.52M +$1.21M 4 0.17% Increased
645
MPA
Marvin & Palmer Associates
Delaware
$5.51M -$216K 1 5.46% Reduced
646
FIM
Fruth Investment Management
Texas
$5.49M -$2.73K 1 1.41% Reduced
647
KIA
KCM Investment Advisors
California
$5.48M -$48.9K 1 0.2% Reduced
648
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$5.44M -$273K 1 0.17% Reduced
649
TAM
Telemark Asset Management
Massachusetts
$5.4M +$4.96M 1 0.56% New
650
BDS
Banco de Sabadell
Florida
$5.39M -$1.26M 2 4.02% Reduced