← 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
1226	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$73K	0	–	Closed
1227	AG Appleton Group Appleton, Wisconsin	$0	-$207K	0	–	Closed
1228	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$698K	0	–	Closed
1229	AC Ashler Capital Chicago, Illinois	$0	+$26	1	0%	New
1230	Avantax Planning Partners Dubuque, Iowa	$0	-$185K	0	–	Closed
1231	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$13.2M	0	–	Closed
1232	Ballentine Partners Waltham, Massachusetts	$0	-$201K	0	–	Closed
1233	Becker Capital Management Portland, Oregon	$0	-$201K	0	–	Closed
1234	BWM BigSur Wealth Management Miami, Florida	$0	-$211K	0	–	Closed
1235	Boston Trust Walden Boston, Massachusetts	$0	-$1.56M	0	–	Closed
1236	BAPIM British Airways Pensions Investment Management London, United Kingdom	$0	-$16.4M	0	–	Closed
1237	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$52K	0	–	Closed
1238	CA Cambridge Advisors Omaha, Nebraska	$0	-$299K	0	–	Closed
1239	CC Carlson Capital Dallas, Texas	$0	-$36M	0	–	Closed
1240	Caxton Associates (New York) New York	$0	-$3.2M	0	–	Closed
1241	CDH Charles D. Hyman	$0	-$209K	0	–	Closed
1242	Churchill Management Los Angeles, California	$0	-$17.3M	0	–	Closed
1243	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$1.52M	0	–	Closed
1244	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$0	-$27K	0	–	Closed
1245	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$681K	0	–	Closed
1246	CC Courier Capital Buffalo, New York	$0	-$220K	0	–	Closed
1247	DIM DC Investments Management Mclean, Virginia	$0	-$287K	0	–	Closed
1248	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$0	-$218K	0	–	Closed
1249	Douglas Lane & Associates New York	$0	-$342K	0	–	Closed
1250	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$0	-$3.41M	0	–	Closed