← 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
651
Becker Capital Management
Becker Capital Management
Oregon
$27.2M +$303K 2 0.73% Increased
652
TIC
TriCert Investment Counsel
$27.1M +$25.6M 1 2.52% New
653
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$26.6M -$779K 2 0.76% Reduced
654
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$26.6M +$316K 5 0.42% Increased
655
LPU
Lansdowne Partners (UK)
United Kingdom
$26.5M -$27.5M 2 1.09% Reduced
656
Cresset Asset Management
Cresset Asset Management
Illinois
$26.5M +$5.69M 4 0.1% Increased
657
Frontier Capital Management
Frontier Capital Management
Massachusetts
$26.4M +$20.7M 1 0.25% New
658
OHIS
Oak Harvest Investment Services
Texas
$26.4M +$11.5M 2 2.46% Increased
659
CIA
CCM Investment Advisers
South Carolina
$26.4M +$469K 1 2.04% Increased
660
Bailard
Bailard
California
$26.3M -$1.73M 3 0.54% Reduced
661
TCOV
Trust Company of Vermont
Vermont
$26.3M +$24.6M 4 0.98% New
662
SCA
Snowden Capital Advisors
New York
$26.2M +$3.02M 6 0.62% Increased
663
Needham Investment Management
Needham Investment Management
New York
$26.2M $0 1 0.79% Maintained
664
Farther Finance Advisors
Farther Finance Advisors
California
$26.1M +$2.04M 7 0.2% Increased
665
ORI
Oak Ridge Investments
Illinois
$26M -$4.51M 2 1.47% Reduced
666
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$25.9M +$24.9M 3 0.49% Increased
667
LSA
L & S Advisors
California
$25.7M -$2.14M 3 2.65% Reduced
668
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$25.5M +$805K 2 0.68% Increased
669
Moran Wealth Management
Moran Wealth Management
Florida
$25.3M +$1.07M 3 0.69% Increased
670
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$25.3M +$957K 3 0.48% Increased
671
TWP
Tempus Wealth Planning
California
$25.1M -$65.3K 1 4.9% Reduced
672
VHAM
Van Hulzen Asset Management
California
$24.9M -$1.31M 3 1.77% Reduced
673
TAM
Telemark Asset Management
Massachusetts
$24.9M $0 1 1.8% Maintained
674
WCM Investment Management
WCM Investment Management
California
$24.7M -$8.05M 1 0.04% Reduced
675
ING Group
ING Group
Netherlands
$24.6M -$100M 2 0.12% Reduced