← 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	WPP Whalerock Point Partners Providence, Rhode Island	$714K	+$668K	1	0.37%	New
702	SCP Sandhill Capital Partners Buffalo, New York	$702K	+$13.4K	1	0.28%	Increased
703	AF Aldebaran Financial	$689K	+$644K	1	0.66%	New
704	SC Saiers Capital New York	$685K	-$228K	1	0.04%	Reduced
705	AP Advisor Partners Walnut Creek, California	$684K	+$259K	2	0.39%	Increased
706	Bradley Foster & Sargent Hartford, Connecticut	$684K	-$14.5K	2	0.04%	Reduced
707	DP Dearborn Partners Chicago, Illinois	$682K	-$49.4K	1	0.08%	Reduced
708	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$682K	+$65K	2	0.2%	Increased
709	WFM Wilmington Funds Management Wilmington, Delaware	$680K	-$114K	1	0.07%	Reduced
710	YP Yellowstone Partners Idaho Falls, Idaho	$678K	+$633K	1	0.44%	New
711	United Capital Financial Advisors Irving, Texas	$675K	+$163K	1	0.02%	Increased
712	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$673K	+$630K	1	0.54%	New
713	GCIA Gabelli & Co Investment Advisers Rye, New York	$670K	$0	1	0.24%	Maintained
714	EFS Essex Financial Services Essex, Connecticut	$669K	-$9.04K	1	0.23%	Reduced
715	FA FDx Advisors Chicago, Illinois	$669K	+$404K	2	0.07%	Increased
716	CI Constellation Investments Montgomery, Ohio	$665K	+$49.8K	1	0.17%	Increased
717	Busey Bank Urbana, Illinois	$654K	-$8.47K	1	0.1%	Reduced
718	DAM Deltec Asset Management New York	$651K	$0	1	0.16%	Maintained
719	FM Foster & Motley Cincinnati, Ohio	$644K	-$43.8K	1	0.16%	Reduced
720	QS Batterymarch Financial Management New York	$642K	-$21.3K	1	0.01%	Reduced
721	Thompson Siegel & Walmsley Richmond, Virginia	$641K	$0	1	0.02%	Maintained
722	ID Integral Derivatives New York	$635K	+$593K	1	0.01%	New
723	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$628K	-$71.1K	1	0.12%	Reduced
724	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$623K	+$601K	1	0.42%	New
725	IIC Ironwood Investment Counsel Scottsdale, Arizona	$609K	-$21.3K	1	0.35%	Reduced