← 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	MassMutual Private Wealth & Trust Windsor, Connecticut	$19.1M	+$169K	5	0.52%	Increased
652	Baker Avenue Asset Management San Francisco, California	$19.1M	-$3.57M	3	0.43%	Reduced
653	Viking Global Investors Stamford, Connecticut	$19M	+$21.6M	1	0.05%	New
654	Renaissance Technologies New York	$19M	-$319M	2	0.03%	Reduced
655	Great Valley Advisor Group Wilmington, Delaware	$18.9M	+$563K	5	0.34%	Increased
656	Farther Finance Advisors San Francisco, California	$18.9M	+$2.24M	6	0.18%	Increased
657	HUB Investment Partners Austin, Texas	$18.7M	+$2.55M	2	0.45%	Increased
658	Nomura Holdings Tokyo, Japan	$18.7M	+$1.63M	3	0.05%	Increased
659	TWP Tempus Wealth Planning Irvine, California	$18.7M	-$46.8K	1	4.29%	Reduced
660	NewEdge Wealth Pittsburgh, Pennsylvania	$18.7M	-$2.25M	3	0.22%	Reduced
661	FAB First American Bank Dundee, Illinois	$18.7M	+$45.6K	1	1.17%	Increased
662	HCM Howland Capital Management Boston, Massachusetts	$18.5M	-$79.7K	2	0.73%	Reduced
663	SCA Snowden Capital Advisors New York	$18.5M	+$1.21M	4	0.49%	Increased
664	SCA Stonebridge Capital Advisors St Paul, Minnesota	$18.5M	+$5.31M	3	1.29%	Increased
665	ORI Oak Ridge Investments Chicago, Illinois	$18.5M	+$4.83M	2	1.22%	Increased
666	Diversify Wealth Management Sandy, Utah	$18.4M	+$6.84M	3	0.33%	Increased
667	QIM Quest Investment Management Lake Oswego, Oregon	$18.4M	-$1.93M	3	2.15%	Reduced
668	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$18.4M	+$1.16M	2	0.59%	Increased
669	MTC McDaniel Terry & Co Austin, Texas	$18.3M	+$561K	1	1.56%	Increased
670	Verition Fund Management Greenwich, Connecticut	$18.3M	-$21.8M	4	0.12%	Reduced
671	Needham Investment Management New York	$18.3M	$0	1	0.93%	Maintained
672	CIS Connors Investor Services Wyomissing, Pennsylvania	$18.3M	+$143K	1	1.69%	Increased
673	Choreo LLC Rockford, Illinois	$18.2M	+$1.02M	4	0.22%	Increased
674	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$18.2M	-$656K	4	0.68%	Reduced
675	Illinois Municipal Retirement Fund Oak Brook, Illinois	$18.2M	+$746K	4	0.23%	Increased