← 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
551	Laird Norton Wetherby Wealth Management San Francisco, California	$2.69M	+$152K	2	0.16%	Increased
552	FIM Freedom Investment Management Hartford, Connecticut	$2.69M	+$137K	2	0.2%	Increased
553	TA Teton Advisors Rye, New York	$2.69M	+$86.3K	2	0.36%	Increased
554	MC MRJ Capital New York	$2.67M	+$137K	1	1.56%	Increased
555	CT Coastline Trust Providence, Rhode Island	$2.67M	+$103K	2	0.33%	Increased
556	Lido Advisors Los Angeles, California	$2.66M	+$391K	1	0.04%	Increased
557	Central Trust Company Jefferson City, Missouri	$2.66M	-$79.3K	3	0.1%	Reduced
558	CCT Capital City Trust Tallahassee, Florida	$2.66M	-$119K	1	0.81%	Reduced
559	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.64M	-$25.2K	1	1.56%	Reduced
560	CCM Compton Capital Management Providence, Rhode Island	$2.63M	-$14.4K	1	0.77%	Reduced
561	ACM Arosa Capital Management Miami Beach, Florida	$2.61M	+$2.4M	1	0.53%	New
562	BU BBVA USA Birmingham, Alabama	$2.6M	+$2.55M	3	0.15%	New
563	Schonfeld Strategic Advisors New York	$2.6M	-$6.74M	2	0.03%	Reduced
564	AP Advisor Partners Walnut Creek, California	$2.59M	-$32.1K	2	0.17%	Reduced
565	Clearstead Advisors Cleveland, Ohio	$2.58M	+$7.24K	3	0.2%	Increased
566	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.58M	-$103K	2	0.03%	Reduced
567	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.57M	-$28.2K	1	1.3%	Reduced
568	Acadian Asset Management Boston, Massachusetts	$2.57M	-$4.71M	2	0.01%	Reduced
569	CCLA Investment Management London, United Kingdom	$2.56M	-$4.67M	1	0.03%	Reduced
570	MIM Marco Investment Management Atlanta, Georgia	$2.56M	+$14.4K	1	0.3%	Increased
571	BSB Bangor Savings Bank Bangor, Maine	$2.55M	-$32.9K	2	0.29%	Reduced
572	TD Private Client Wealth New York	$2.55M	-$3.32M	2	0.11%	Reduced
573	IWP Icon Wealth Partners Houston, Texas	$2.53M	+$624K	1	0.27%	Increased
574	TU TDAM USA Toronto, Ontario, Canada	$2.53M	-$11.3M	2	0.16%	Reduced
575	BCM Bourgeon Capital Management Darien, Connecticut	$2.52M	+$576K	1	0.54%	Increased