← 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
801	SAM Sycomore Asset Management Paris, France	$17.9M	$0	1	1.92%	Maintained
802	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$17.9M	+$2.31M	1	2.21%	Increased
803	MC Maplelane Capital New York	$17.9M	-$36.3M	1	0.32%	Reduced
804	Glenview Trust Louisville, Kentucky	$17.9M	+$1.44M	3	0.25%	Increased
805	Salem Investment Counselors Winston Salem, North Carolina	$17.9M	+$323K	3	0.44%	Increased
806	Quadrant Capital Group Cincinnati, Ohio	$17.8M	-$501K	4	0.49%	Reduced
807	MAS Meeder Advisory Services Dublin, Ohio	$17.8M	-$69.6K	4	0.65%	Reduced
808	LIM Leavell Investment Management Mobile, Alabama	$17.8M	+$471K	5	0.65%	Increased
809	LTI Laffer Tengler Investments Nashville, Tennessee	$17.7M	+$6.86M	2	2.26%	Increased
810	GJL Gendell Jeffrey L	$17.6M	$0	1	0.16%	Maintained
811	PA PFG Advisors Phoenix, Arizona	$17.5M	+$1.21M	4	0.88%	Increased
812	Metis Global Partners San Diego, California	$17.5M	+$537K	2	0.4%	Increased
813	JMFC J.M. Forbes & Co Boston, Massachusetts	$17.5M	-$97.1K	2	1.38%	Reduced
814	PIM Plato Investment Management Sydney, NSW, Australia	$17.5M	-$840K	2	1%	Reduced
815	Waratah Capital Advisors Toronto, Ontario, Canada	$17.5M	-$20.6M	1	0.59%	Reduced
816	RP Rice Partnership Honolulu, Hawaii	$17.4M	-$230K	2	2.12%	Reduced
817	LG LaFleur & Godfrey Grand Rapids, Michigan	$17.4M	-$2.2M	2	2.06%	Reduced
818	Empirical Wealth Management Seattle, Washington	$17.4M	+$64.2K	4	0.25%	Increased
819	Freestone Capital Holdings Seattle, Washington	$17.3M	+$2.44M	2	0.45%	Increased
820	Inspire Investing Meridian, Idaho	$17.2M	+$14.2M	2	0.71%	Increased
821	Harbour Investments Madison, Wisconsin	$17.1M	+$758K	6	0.23%	Increased
822	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$17M	-$293K	2	0.54%	Reduced
823	Larson Financial Group St Louis, Missouri	$17M	+$222K	7	0.45%	Increased
824	RIL Rothschild Investment LLC Chicago, Illinois	$17M	+$4.54M	7	0.64%	Increased
825	RNC Capital Management Los Angeles, California	$17M	-$447K	3	0.7%	Reduced