← 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
926	ALMGDA AG2R La Mondiale Gestion d'Actifs Paris, France	$14M	+$978K	1	0.51%	Increased
927	Liontrust Investment Partners London, United Kingdom	$13.9M	-$17M	2	0.2%	Reduced
928	AGM Aragon Global Management Miami, Florida	$13.9M	$0	1	5.28%	Maintained
929	HVCM Hel Ved Capital Management Central, Hong Kong	$13.9M	+$11.8M	2	1.03%	New
930	IFP Advisors Tampa, Florida	$13.9M	+$1.31M	7	0.25%	Increased
931	PAM Pegasus Asset Management Montebello, New York	$13.9M	+$246K	2	3.96%	Increased
932	LI LMCG Investments Boston, Massachusetts	$13.9M	-$505K	2	0.74%	Reduced
933	SIC SFE Investment Counsel Los Angeles, California	$13.8M	-$506K	2	1.87%	Reduced
934	FCM Fortis Capital Management Bellevue, Washington	$13.8M	-$710K	2	1.55%	Reduced
935	CTA Chesley Taft & Associates Chicago, Illinois	$13.8M	+$163K	2	0.54%	Increased
936	CIM Coleford Investment Management Toronto, Ontario, Canada	$13.7M	+$6.53M	1	2.99%	Increased
937	CF Centaurus Financial Anaheim, California	$13.7M	+$1.86M	3	0.53%	Increased
938	Caisse Des Depots Et Consignations Paris, France	$13.7M	+$2.2M	2	0.23%	Increased
939	M MOTCO San Antonio, Texas	$13.6M	-$166K	3	1.17%	Reduced
940	PI PFG Investments Woodbury, New York	$13.6M	+$1.34M	4	0.53%	Increased
941	CTA Clear Trail Advisors Houston, Texas	$13.6M	-$406K	2	2.07%	Reduced
942	MAP Managed Asset Portfolios Rochester, Michigan	$13.5M	+$72.6K	1	1.55%	Increased
943	SAM Securian Asset Management St Paul, Minnesota	$13.5M	-$258K	3	0.49%	Reduced
944	MA Mutual Advisors Omaha, Nebraska	$13.5M	+$697K	4	0.25%	Increased
945	CAM Carret Asset Management New York	$13.5M	+$1.46K	2	1.18%	Increased
946	CC Cornerstone Capital Palo Alto, California	$13.4M	+$928K	2	1.2%	Increased
947	SCM Spring Capital Management Amarillo, Texas	$13.4M	-$162K	1	6.51%	Reduced
948	CCPM Cooper Creek Partners Management New York	$13.4M	+$10.9M	1	0.32%	New
949	PPW Parcion Private Wealth Bellevue, Washington	$13.3M	+$38.5K	3	0.74%	Increased
950	HFS Haverford Financial Services Radnor, Pennsylvania	$13.3M	-$81.9K	1	3.93%	Reduced