← 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
751	Fidelity International Hamilton, Bermuda	$20.1M	-$77M	3	0.01%	Reduced
752	AustralianSuper Melbourne, Australia	$20M	-$77.5M	1	0.09%	Reduced
753	NPF Norris Perne & French Grand Rapids, Michigan	$20M	+$8.07M	2	0.85%	Increased
754	FWC First Washington Corp Seattle, Washington	$19.8M	-$183K	3	4.83%	Reduced
755	EIA Emerald Investment Advisers Leola, Pennsylvania	$19.7M	+$3.98M	3	1.31%	Increased
756	SouthState Corp Winter Haven, Florida	$19.7M	+$3.68M	3	0.82%	Increased
757	LCM Logan Capital Management Newtown Square, Pennsylvania	$19.7M	+$18.4M	2	0.73%	New
758	Brown Brothers Harriman & Co New York	$19.6M	+$3.71M	5	0.09%	Increased
759	CC Covalis Capital London, United Kingdom	$19.6M	-$80.3M	1	1.1%	Reduced
760	KM KP Management Edina, Minnesota	$19.5M	+$2.95M	3	3.67%	Increased
761	SNB Security National Bank Omaha, Nebraska	$19.4M	+$8.34M	4	2.32%	Increased
762	Mount Yale Investment Advisors Denver, Colorado	$19.4M	+$854K	4	0.36%	Increased
763	TIAA-CREF Individual & Institutional Services New York	$19.4M	-$800K	3	0.07%	Reduced
764	AWP Ascent Wealth Partners New Hartford, New York	$19.3M	+$6.79M	2	1.93%	Increased
765	Moneta Group Investment Advisors St Louis, Missouri	$19.3M	+$3.99M	3	0.14%	Increased
766	AIMC Alley Investment Management Company Lake Forest, Illinois	$19.3M	-$208K	1	2.25%	Reduced
767	OIMU Osmosis Investment Management UK London, United Kingdom	$19.2M	-$14.6M	2	0.89%	Reduced
768	LB Legacy Bridge West Des Moines, Iowa	$19.2M	+$1.25M	3	5.94%	Increased
769	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$19.1M	-$1.29M	3	1.03%	Reduced
770	Callan Family Office Radnor, Pennsylvania	$19.1M	+$454K	3	0.37%	Increased
771	EIM Essex Investment Management Boston, Massachusetts	$19.1M	-$343K	4	2.5%	Reduced
772	AMG Advisors Management Group La Crosse, Wisconsin	$19M	-$542K	2	3.14%	Reduced
773	NS Night Squared New York	$18.9M	+$17.9M	1	2.03%	New
774	Diversify Advisory Services Sandy, Utah	$18.9M	+$19.1M	3	0.32%	Increased
775	Diversify Wealth Management Sandy, Utah	$18.9M	+$828K	3	0.32%	Increased