← 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
726	Capital Wealth Planning Naples, Florida	$21.2M	+$11M	2	0.11%	Increased
727	Kingsview Wealth Management Grants Pass, Oregon	$21.2M	-$565K	4	0.26%	Reduced
728	Altshuler Shaham Tel Aviv, Israel	$21.1M	+$4.05M	4	0.26%	Increased
729	KC Kadensa Capital Central, Hong Kong	$21M	-$546K	1	4.49%	Reduced
730	Lockheed Martin Investment Management Bethesda, Maryland	$21M	+$10.8M	1	0.83%	Increased
731	BFO Boston Family Office Boston, Massachusetts	$21M	+$25.2K	3	1.27%	Increased
732	CAM Covenant Asset Management Chester, New Jersey	$21M	-$758K	2	3.53%	Reduced
733	GAMMA Investing Foster City, California	$20.9M	+$1.42M	8	0.78%	Increased
734	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$20.9M	-$130K	4	1.02%	Reduced
735	Guggenheim Capital Chicago, Illinois	$20.9M	+$4.23M	4	0.13%	Increased
736	Sumitomo Life Insurance Tokyo, Japan	$20.9M	+$289K	2	0.34%	Increased
737	GIM Goelzer Investment Management Carmel, Indiana	$20.8M	-$383K	2	0.91%	Reduced
738	Crestwood Advisors Group Boston, Massachusetts	$20.8M	+$2.96M	4	0.31%	Increased
739	BNP Paribas Paris, France	$20.8M	-$590K	2	0.57%	Reduced
740	CTA Colonial Trust Advisors Spartanburg, South Carolina	$20.8M	-$24.7K	3	1.45%	Reduced
741	Raiffeisen Bank International Vienna, Austria	$20.8M	-$2.42M	2	0.24%	Reduced
742	Summit Financial Parsippany, New Jersey	$20.7M	+$4.13M	5	0.23%	Increased
743	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$20.6M	+$20.6M	1	0.09%	New
744	Palisade Capital Management Fort Lee, New Jersey	$20.6M	+$37.4K	2	0.9%	Increased
745	MC Mathes Company New York	$20.4M	-$18.4K	1	6.35%	Reduced
746	Quadrature Capital London, United Kingdom	$20.4M	-$19.9M	5	0.17%	Reduced
747	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$20.3M	+$351K	2	0.23%	Increased
748	VWS Virtus Wealth Solutions Cranford, New Jersey	$20.3M	-$9.32M	1	2.76%	Reduced
749	AGAM Avalon Global Asset Management San Francisco, California	$20.3M	+$2.02M	1	2.21%	Increased
750	Fideuram - Intesa Sanpaolo Private Banking Turin,	$20.1M	+$3.22M	3	0.6%	Increased