← 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
701	Independent Financial Group San Diego, California	$22.5M	+$2.37M	4	0.42%	Increased
702	1CP 11 Capital Partners Darien, Connecticut	$22.4M	-$745K	1	6.09%	Reduced
703	MassMutual Private Wealth & Trust Windsor, Connecticut	$22.4M	-$523K	7	0.58%	Reduced
704	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$22.4M	+$4.52M	1	0.79%	Increased
705	SCA Stonebridge Capital Advisors St Paul, Minnesota	$22.4M	+$159K	3	1.43%	Increased
706	SSA Sierra Summit Advisors Incline Village, Nevada	$22.3M	-$140K	1	2.49%	Reduced
707	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$22.3M	+$2.04M	1	2.17%	Increased
708	ECM Estabrook Capital Management New York	$22.3M	-$433K	2	3.02%	Reduced
709	FAB First American Bank Dundee, Illinois	$22.2M	-$22.2K	1	1.24%	Reduced
710	NRG Nemes Rush Group Novi, Michigan	$22.2M	+$493K	2	1.83%	Increased
711	Saudi Central Bank Riyadh, Saudi Arabia	$22.2M	+$9.03M	1	0.29%	Increased
712	BCM Beck Capital Management Austin, Texas	$22.1M	-$79.6K	1	4.07%	Reduced
713	CIG Cullen Investment Group Lafayette, Louisiana	$22.1M	-$1.05M	2	2.67%	Reduced
714	DF DNCA Finance Paris, France	$22M	-$7.95M	3	1.07%	Reduced
715	BCM Bourgeon Capital Management Darien, Connecticut	$21.9M	+$519K	2	3.23%	Increased
716	CIS Connors Investor Services Wyomissing, Pennsylvania	$21.8M	+$10.9K	1	1.88%	Increased
717	SP SIH Partners Wilmington, Delaware	$21.8M	+$15.8M	2	0.14%	Increased
718	LBC Lowe Brockenbrough & Co Richmond, Virginia	$21.7M	-$69.8K	2	0.97%	Reduced
719	Wedbush Securities Los Angeles, California	$21.6M	+$510K	4	0.56%	Increased
720	MIP Marietta Investment Partners Milwaukee, Wisconsin	$21.5M	-$39.8K	2	3.7%	Reduced
721	Tocqueville Asset Management New York	$21.5M	-$35.5K	2	0.28%	Reduced
722	AlphaCore Capital La Jolla, California	$21.5M	+$9.46M	3	0.39%	Increased
723	DWA Dorsey Wright & Associates Pasadena, California	$21.4M	-$16.9M	2	3.63%	Reduced
724	XTX Topco George Town, Cayman Islands	$21.4M	+$3.33M	8	0.28%	Increased
725	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$21.3M	+$15.7M	2	0.8%	Increased