← 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
451	CP Cumberland Partners Toronto, Ontario, Canada	$3.06M	+$3.17M	1	0.31%	New
452	CAM Carret Asset Management New York	$3.01M	+$5.42K	1	0.49%	Increased
453	ETrade Capital Management Arlington, Virginia	$3.01M	+$249K	2	0.09%	Increased
454	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.01M	-$398K	1	0.02%	Reduced
455	CTA Colonial Trust Advisors Spartanburg, South Carolina	$3M	+$109K	1	0.59%	Increased
456	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3M	$0	2	0.26%	Maintained
457	First Horizon Advisors Memphis, Tennessee	$3M	+$1.82M	3	0.25%	Increased
458	Brown Advisory Baltimore, Maryland	$2.98M	+$23.4K	1	0.01%	Increased
459	Gratus Capital Atlanta, Georgia	$2.96M	-$101K	1	0.44%	Reduced
460	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.95M	+$18.6K	1	1.46%	Increased
461	ISB Iowa State Bank Urbandale, Iowa	$2.92M	-$26.3K	1	1.4%	Reduced
462	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.92M	-$12.8K	1	0.14%	Reduced
463	First Manhattan New York	$2.9M	+$2.03M	5	0.02%	Increased
464	LM Lincluden Management Mississauga, Ontario, Canada	$2.85M	+$116	1	0.21%	Increased
465	Smith Salley Wealth Management Greensboro, North Carolina	$2.85M	+$23.6K	1	0.49%	Increased
466	Scout Investments Kansas City, Missouri	$2.84M	+$48.2K	1	0.06%	Increased
467	SCM Stellar Capital Management Phoenix, Arizona	$2.83M	-$6.96K	1	1.86%	Reduced
468	SW SVB Wealth Boston, Massachusetts	$2.82M	-$1.07M	1	0.11%	Reduced
469	Sumitomo Life Insurance Tokyo, Japan	$2.76M	+$362K	1	0.34%	Increased
470	Jane Street New York	$2.75M	-$6.94M	1	0.01%	Reduced
471	BBI Baxter Bros Inc Riverside, Connecticut	$2.74M	-$42.5K	1	0.74%	Reduced
472	Mariner Overland Park, Kansas	$2.73M	+$1.21M	1	0.08%	Increased
473	Capital International Inc Los Angeles, California	$2.72M	$0	1	0.42%	Maintained
474	HP Harvey Partners Tarrytown, New York	$2.7M	+$3.3K	1	3.52%	Increased
475	RNC Capital Management Los Angeles, California	$2.7M	+$35.6K	1	0.19%	Increased