← 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
1901
MCA
Magnolia Capital Advisors
Mississippi
$0 -$1.59M 0 – Closed
1902
Manning & Napier Group
Manning & Napier Group
New York
$0 -$4M 0 – Closed
1903
Maverick Capital
Maverick Capital
Texas
$0 -$667K 0 – Closed
1904
NW
Naviter Wealth
Arkansas
$0 -$861K 0 – Closed
1905
NC
NinePointTwo Capital
California
$0 -$211K 0 – Closed
1906
NFAM
North Fourth Asset Management
New Jersey
$0 -$8.26M 0 – Closed
1907
ODG
O'Dell Group
Ohio
$0 -$29K 0 – Closed
1908
OIS
Okabena Investment Services
Minnesota
$0 -$16.3K 0 – Closed
1909
PAM
Paradigm Asset Management
New York
$0 -$19.6K 0 – Closed
1910
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$0 -$93.4K 0 – Closed
1911
PIAS
PCA Investment Advisory Services
Ohio
$0 -$27.5K 0 – Closed
1912
PWS
Peterson Wealth Services
Utah
$0 -$1.49M 0 – Closed
1913
PP
PrairieView Partners
Minnesota
$0 $0 0 – Closed
1914
PGCM
Prescott Group Capital Management
Oklahoma
$0 -$126K 0 – Closed
1915
Quantbot Technologies
Quantbot Technologies
New York
$0 -$210K 0 – Closed
1916
QOP
Quinn Opportunity Partners
Virginia
$0 -$392K 0 – Closed
1917
RWM
Revisor Wealth Management
Ohio
$0 -$241K 0 – Closed
1918
RMCM
Reynders McVeigh Capital Management
Massachusetts
$0 -$373K 0 – Closed
1919
RI
Ridgewood Investments
New Jersey
$0 -$5.23K 0 – Closed
1920
SF
Safeguard Financial
Wisconsin
$0 -$51K 0 – Closed
1921
SAM
Sandbar Asset Management
United Kingdom
$0 -$1.63M 0 – Closed
1922
SC
Sasco Capital
Connecticut
$0 -$20.6M 0 – Closed
1923
SI
Saxon Interests
Texas
$0 -$989K 0 – Closed
1924
SWM
Scissortail Wealth Management
Oklahoma
$0 -$4.2M 0 – Closed
1925
SEC
Seven Eight Capital
New York
$0 -$2.71M 0 – Closed