← 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	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$16.7M	-$4.62M	3	1.61%	Reduced
702	MIP Marietta Investment Partners Milwaukee, Wisconsin	$16.7M	-$5.48M	2	3.35%	Reduced
703	Summit Trail Advisors New York	$16.7M	+$1.86M	3	0.24%	Increased
704	OBAM ODDO BHF Asset Management Paris, France	$16.6M	+$3.48M	1	0.65%	Increased
705	BCH Berkshire Capital Holdings San Jose, California	$16.6M	-$3.08M	2	5.99%	Reduced
706	Park Avenue Securities New York	$16.6M	-$6.37M	4	0.13%	Reduced
707	BNP Paribas Paris, France	$16.5M	+$4.42M	2	0.53%	Increased
708	BCM Beck Capital Management Austin, Texas	$16.5M	-$147K	1	3.78%	Reduced
709	CAM Covenant Asset Management Chester, New Jersey	$16.4M	+$92.9K	2	2.47%	Increased
710	AIMC Alley Investment Management Company Lake Forest, Illinois	$16.4M	+$1.26M	1	1.99%	Increased
711	Wedbush Securities Los Angeles, California	$16.1M	+$1.51M	3	0.47%	Increased
712	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$16.1M	-$3M	3	1.02%	Reduced
713	SCM Soros Capital Management New York	$16.1M	+$14.4M	1	7.01%	New
714	KC Kadensa Capital Central, Hong Kong	$16.1M	-$13.4M	1	2.24%	Reduced
715	Focus Partners Advisor Solutions Saint Louis, Missouri	$16.1M	+$1.67M	3	0.16%	Increased
716	Cresset Asset Management Chicago, Illinois	$16M	+$1.76M	3	0.07%	Increased
717	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$15.8M	+$1.71M	2	0.2%	Increased
718	TIAA-CREF Individual & Institutional Services New York	$15.8M	+$14.9M	3	0.06%	New
719	BW Gestao de Investimentos Sao Paulo, Brazil	$15.8M	+$18M	1	0.53%	New
720	Sumitomo Life Insurance Tokyo, Japan	$15.7M	+$7.48M	2	0.37%	Increased
721	Parallel Advisors San Francisco, California	$15.6M	+$1.77M	5	0.28%	Increased
722	FWC First Washington Corp Seattle, Washington	$15.6M	-$2.59M	3	4.41%	Reduced
723	VIP Vantage Investment Partners Kansas City, Missouri	$15.5M	+$15.5M	1	1.07%	New
724	Chicago Partners Investment Group Chicago, Illinois	$15.5M	+$1.36M	3	0.35%	Increased
725	Wedmont Private Capital West Chester, Pennsylvania	$15.4M	+$4.76M	2	0.5%	Increased