← 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
1151
SPFA
Summit Place Financial Advisors
New Jersey
$9.01M -$763K 1 3.95% Reduced
1152
TCOT
Trust Company of Toledo
Ohio
$8.89M +$95.8K 2 0.74% Increased
1153
RWM
Rockline Wealth Management
New York
$8.86M +$907K 1 1.7% Increased
1154
1WA
180 Wealth Advisors
Washington
$8.84M -$73.4K 2 0.89% Reduced
1155
CFO
Cambient Family Office
Michigan
$8.84M +$1.09M 2 1.09% Increased
1156
ECM
Everence Capital Management
Indiana
$8.78M +$824K 4 0.46% Increased
1157
ACM
Ayrshire Capital Management
Connecticut
$8.76M -$62.1K 1 4.1% Reduced
1158
BIM
Baldwin Investment Management
Pennsylvania
$8.74M +$2.53M 3 0.85% Increased
1159
Harvest Portfolios Group
Harvest Portfolios Group
Ontario, Canada
$8.67M +$511K 2 0.12% Increased
1160
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$8.62M +$1.24M 5 0.09% Increased
1161
WC
Westerkirk Capital
$8.61M $0 1 0.83% Maintained
1162
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$8.6M -$40.8K 1 0.3% Reduced
1163
BFG
Beacon Financial Group
Texas
$8.59M -$262K 2 0.78% Reduced
1164
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$8.58M -$9.03M 2 0.23% Reduced
1165
KIA
Knollwood Investment Advisory
Maryland
$8.58M $0 2 0.76% Maintained
1166
Avior Wealth Management
Avior Wealth Management
Nebraska
$8.57M -$122K 3 0.23% Reduced
1167
PTC
Private Trust Company
Ohio
$8.5M -$2.01M 6 0.68% Reduced
1168
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$8.48M +$212K 2 0.15% Increased
1169
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$8.46M -$242K 1 0.23% Reduced
1170
WPC
White Pine Capital
Minnesota
$8.45M -$173K 2 2% Reduced
1171
BBP
Banco BTG Pactual
Brazil
$8.41M +$7.31M 1 0.71% New
1172
TNAM
Terra Nova Asset Management
New York
$8.4M +$37.8K 2 5.14% Increased
1173
EIA
Eastover Investment Advisors
North Carolina
$8.39M +$102K 1 3.31% Increased
1174
NERM
New England Research & Management
Illinois
$8.39M +$86.3K 2 3.26% Increased
1175
JGCM
Joseph Group Capital Management
Ohio
$8.38M +$90.7K 2 1.76% Increased