← 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
901	Evelyn Partners London,	$14.8M	+$13.9M	2	0.03%	New
902	BBI Baxter Bros Inc Riverside, Connecticut	$14.8M	+$30.2K	2	1.71%	Increased
903	Focus Financial Network Minneapolis, Minnesota	$14.7M	-$74.4K	3	0.46%	Reduced
904	Harvest Fund Management Beijing, China	$14.7M	-$241K	3	0.49%	Reduced
905	Welch & Forbes Boston, Massachusetts	$14.7M	+$254K	2	0.18%	Increased
906	MWVC Morgens Waterfall Vintiadis & Co New York	$14.7M	$0	1	11.2%	Maintained
907	ATC Argent Trust Co Nashville, Tennessee	$14.7M	+$1.24M	2	0.42%	Increased
908	AT Avalon Trust Santa Fe, New Mexico	$14.6M	-$36.5K	3	0.9%	Reduced
909	Bridges Investment Management Omaha, Nebraska	$14.6M	+$89.2K	2	0.18%	Increased
910	AFAS Acorn Financial Advisory Services Reston, Virginia	$14.6M	+$11.7M	3	1.94%	Increased
911	Moore Capital Management New York	$14.5M	-$21.3M	2	0.22%	Reduced
912	MSA MUFG Securities Americas New York	$14.5M	+$1.03M	2	0.74%	Increased
913	Ritholtz Wealth Management New York	$14.5M	+$768K	3	0.22%	Increased
914	Great Lakes Advisors Chicago, Illinois	$14.4M	-$117M	4	0.11%	Reduced
915	Ameritas Investment Partners Lincoln, Nebraska	$14.4M	-$566K	5	0.38%	Reduced
916	GCM Genus Capital Management Vancouver, British Columbia, Canada	$14.4M	-$531K	2	1.42%	Reduced
917	SIM Stratos Investment Management Beachwood, Ohio	$14.3M	-$402K	2	0.52%	Reduced
918	UAS United Asset Strategies Garden City, New York	$14.3M	-$119K	2	1.01%	Reduced
919	CIG Consolidated Investment Group Englewood, Colorado	$14.3M	+$3.88M	2	1.24%	Increased
920	CoreCap Advisors Southfield, Michigan	$14.2M	+$3.3M	6	0.42%	Increased
921	OpenArc Corporate Advisory Atlanta, Georgia	$14.2M	-$356K	3	0.17%	Reduced
922	Dynamic Advisor Solutions Phoenix, Arizona	$14.1M	-$440K	2	0.4%	Reduced
923	SignatureFD Atlanta, Georgia	$14.1M	-$15.5K	7	0.19%	Reduced
924	SIA Schear Investment Advisers Cincinnati, Ohio	$14.1M	-$687K	1	4.71%	Reduced
925	AFG Albion Financial Group Salt Lake City, Utah	$14M	-$84.7K	3	0.81%	Reduced