← 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
676	Virginia Retirement Systems Richmond, Virginia	$8.51M	+$9.79M	4	0.06%	New
677	CC Covalis Capital London, United Kingdom	$8.47M	+$9.68M	1	1.6%	New
678	PAM Pegasus Asset Management Montebello, New York	$8.44M	+$96.2K	1	3.38%	Increased
679	HH Hilltop Holdings Dallas, Texas	$8.39M	+$1.84M	1	0.53%	Increased
680	QIM Quest Investment Management Lake Oswego, Oregon	$8.37M	+$2.41M	2	1.04%	Increased
681	GIM Generate Investment Management Auckland, New Zealand	$8.35M	-$2.33M	1	0.59%	Reduced
682	Loomis, Sayles & Company Boston, Massachusetts	$8.35M	+$3M	2	0.01%	Increased
683	SCP Shorepoint Capital Partners Norwood, Massachusetts	$8.26M	+$640K	2	1.87%	Increased
684	Needham Investment Management New York	$8.26M	-$158K	1	0.77%	Reduced
685	CAM Carret Asset Management New York	$8.25M	+$69.7K	2	0.93%	Increased
686	GLOBALT Investments Atlanta, Georgia	$8.25M	-$70.4K	1	0.34%	Reduced
687	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$8.24M	+$176K	4	0.48%	Increased
688	PCTC Perkins Coie Trust Company Seattle, Washington	$8.21M	-$107K	2	1.86%	Reduced
689	NAAA New Age Alpha Advisors Rye, New York	$8.2M	-$149K	3	0.37%	Reduced
690	NIP Nicholas Investment Partners Rancho Santa Fe, California	$8.14M	+$43.2K	1	0.84%	Increased
691	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$8.11M	+$19.3K	1	1.46%	Increased
692	JWCA J.W. Cole Advisors Tampa, Florida	$8.1M	+$5.5M	2	0.25%	Increased
693	OLA Oliver Luxxe Assets Gladstone, New Jersey	$8.08M	-$5.42M	1	1.5%	Reduced
694	Voleon Capital Management Berkeley, California	$8.08M	-$3.43M	2	0.63%	Reduced
695	Unisphere Establishment Vaduz, Liechtenstein	$8.07M	+$3.02M	1	0.07%	Increased
696	OMC Overbrook Management Corp New York	$8.02M	+$9.16M	1	1.88%	New
697	Daymark Wealth Partners Cincinnati, Ohio	$8M	+$857K	2	0.34%	Increased
698	ACM Altrius Capital Management New Bern, North Carolina	$7.99M	+$2.35M	1	1.94%	Increased
699	GSCM Greenfield Seitz Capital Management Dallas, Texas	$7.95M	+$216K	1	3.03%	Increased
700	NewEdge Wealth Pittsburgh, Pennsylvania	$7.94M	+$555K	2	0.14%	Increased