← 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	Tocqueville Asset Management New York	$15.4M	-$291K	2	0.23%	Reduced
727	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$15.3M	-$257K	4	0.84%	Reduced
728	NA Nordwand Advisors Radnor, Pennsylvania	$15.3M	+$256K	2	2.67%	Increased
729	AGAM Avalon Global Asset Management San Francisco, California	$15.2M	$0	1	2.11%	Maintained
730	Simplex Trading Chicago, Illinois	$15.2M	+$3.96M	5	0.01%	Increased
731	MC Mathes Company New York	$15.2M	+$7.8K	1	5.55%	Increased
732	PWAM Park West Asset Management San Francisco, California	$15.2M	+$17.2M	1	1.29%	New
733	EIM Essex Investment Management Boston, Massachusetts	$15.1M	+$162K	4	2.39%	Increased
734	GAMMA Investing Foster City, California	$14.9M	+$928K	8	0.7%	Increased
735	Compass Rose Asset Management New York	$14.9M	+$14.3M	1	1.12%	New
736	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$14.9M	+$115K	1	0.72%	Increased
737	OA Oasis Advisors Forest City, Iowa	$14.9M	+$14.7M	2	2.92%	New
738	RTM RH Tailwind Management West Conshohocken, Pennsylvania	$14.8M	+$8.97M	1	1.9%	Increased
739	Independent Financial Group San Diego, California	$14.8M	+$937K	3	0.33%	Increased
740	SAM Sycomore Asset Management Paris, France	$14.8M	$0	1	2.06%	Maintained
741	LG LaFleur & Godfrey Grand Rapids, Michigan	$14.8M	-$347K	1	1.84%	Reduced
742	JMFC J.M. Forbes & Co Boston, Massachusetts	$14.7M	+$363K	2	1.25%	Increased
743	U.S. Capital Wealth Advisors Austin, Texas	$14.7M	+$537K	3	0.37%	Increased
744	SCI S&CO Inc Boston, Massachusetts	$14.6M	-$651K	3	0.9%	Reduced
745	Callan Family Office Radnor, Pennsylvania	$14.6M	-$1.8M	3	0.33%	Reduced
746	RNC Capital Management Los Angeles, California	$14.5M	+$779K	2	0.64%	Increased
747	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$14.5M	+$167K	2	1.4%	Increased
748	Mount Yale Investment Advisors Denver, Colorado	$14.5M	+$8.17M	4	0.34%	Increased
749	GGHC Gilder Gagnon Howe & Co New York	$14.4M	-$7.7M	1	0.17%	Reduced
750	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$14.4M	+$4.59M	2	0.33%	Increased