← 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
776	CA Callahan Advisors Houston, Texas	$18.9M	+$1.04M	2	1.42%	Increased
777	MUFG Securities EMEA London, United Kingdom	$18.8M	-$13.1M	2	0.2%	Reduced
778	Intesa Sanpaolo SpA. Turin, Italy	$18.8M	+$9.79M	1	0.64%	Increased
779	QIM Quest Investment Management Lake Oswego, Oregon	$18.7M	-$4.79M	3	2.19%	Reduced
780	Level Four Advisory Services Dallas, Texas	$18.7M	+$1.71M	4	0.53%	Increased
781	TCTC Holdings Dallas, Texas	$18.6M	+$411K	2	0.49%	Increased
782	SCI S&CO Inc Boston, Massachusetts	$18.6M	-$520K	3	1.07%	Reduced
783	Allianz Munich, Germany	$18.5M	+$1.61M	2	0.2%	Increased
784	Principal Securities Des Moines, Iowa	$18.5M	-$87.3K	6	0.22%	Reduced
785	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$18.5M	+$7.82M	3	2.75%	Increased
786	NA Nordwand Advisors Radnor, Pennsylvania	$18.5M	+$158K	2	2.83%	Increased
787	GIM Goodlander Investment Management Dallas, Texas	$18.4M	-$47.9M	1	5.56%	Reduced
788	Diversified Trust Memphis, Tennessee	$18.4M	-$3.65M	6	0.3%	Reduced
789	Wedmont Private Capital West Chester, Pennsylvania	$18.4M	+$642K	3	0.5%	Increased
790	Focus Partners Advisor Solutions Saint Louis, Missouri	$18.3M	-$2.16M	3	0.16%	Reduced
791	Empower Advisory Group Greenwood Village, Colorado	$18.3M	+$984K	2	0.04%	Increased
792	Walleye Trading New York	$18.3M	-$2.2M	3	0.02%	Reduced
793	Tokio Marine Asset Management Tokyo, Japan	$18.2M	+$434K	2	0.57%	Increased
794	Miracle Mile Advisors Los Angeles, California	$18.2M	+$3.24M	3	0.21%	Increased
795	PI Pennant Investors Summit, New Jersey	$18.2M	-$5.1M	1	5.44%	Reduced
796	Laurion Capital Management New York	$18.2M	-$22.2M	3	0.47%	Reduced
797	M&G plc London, United Kingdom	$18.1M	-$780K	1	0.09%	Reduced
798	Coldstream Capital Management Bellevue, Washington	$18.1M	-$420K	4	0.23%	Reduced
799	VA VestGen Advisors Inverness, Illinois	$18M	-$350K	3	0.52%	Reduced
800	BW Gestao de Investimentos Sao Paulo, Brazil	$17.9M	-$10M	1	0.35%	Reduced