← 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
1101	HC Hendley & Co Zanesville, Ohio	$9.96M	+$87.9K	1	3.52%	Increased
1102	Y.D. More Investments Ramat Gan, Israel	$9.92M	+$8.88M	3	0.31%	Increased
1103	FRA Frank Rimerman Advisors Palo Alto, California	$9.91M	+$513K	3	0.56%	Increased
1104	WP WealthShield Partners Cary, North Carolina	$9.88M	+$235K	2	1.51%	Increased
1105	OBGC O'Brien Greene & Co Media, Pennsylvania	$9.88M	+$794K	2	2.73%	Increased
1106	CL CVFG LLC Shelbyville, Indiana	$9.87M	+$8.71M	2	1.04%	New
1107	AO Allen Operations New York	$9.85M	$0	1	1.37%	Maintained
1108	KA Kerrisdale Advisers Miami, Florida	$9.84M	+$5.62M	2	2.47%	Increased
1109	DCM Dilation Capital Management New York	$9.82M	+$8.03M	1	3.96%	New
1110	PDL Portfolio Design Labs Encino, California	$9.79M	+$3.57M	2	1.61%	Increased
1111	SAM Synergy Asset Management Vancouver, Washington	$9.78M	+$1.63M	3	0.92%	Increased
1112	GAM Griffin Asset Management New York	$9.73M	-$2.75M	2	1.03%	Reduced
1113	LJCM Lee Johnson Capital Management Fort Worth, Texas	$9.71M	+$7.43M	1	3.04%	Increased
1114	Kayne Anderson Capital Advisors Los Angeles, California	$9.61M	-$1.01M	2	0.19%	Reduced
1115	TD Private Client Wealth New York	$9.59M	-$666K	4	0.18%	Reduced
1116	WhitTier Trust Company Reno, Nevada	$9.57M	+$26.6K	3	0.18%	Increased
1117	KA Kercheville Advisors San Antonio, Texas	$9.55M	+$503K	1	2.91%	Increased
1118	TIG Tribune Investment Group New York	$9.55M	+$1.67M	2	3.87%	Increased
1119	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.55M	-$30.6K	4	1.32%	Reduced
1120	RIM Reliant Investment Management Memphis, Tennessee	$9.54M	+$65.3K	1	3.4%	Increased
1121	NW N10 Wealth Greenwich, Connecticut	$9.54M	+$8.29M	1	3.38%	New
1122	JIR James Investment Research Alpha, Ohio	$9.53M	-$1.21M	3	0.97%	Reduced
1123	FAM Fulcrum Asset Management London, United Kingdom	$9.51M	+$8.8M	1	0.95%	New
1124	IHT Wealth Management Chicago, Illinois	$9.48M	+$400K	3	0.2%	Increased
1125	VSQM V-Square Quantitative Management Chicago, Illinois	$9.43M	+$257K	3	0.9%	Increased