← 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	FRA Front Row Advisors Tiburon, California	$2.77M	+$726	2	1.17%	Increased
552	PCM Prelude Capital Management New York	$2.75M	+$538K	2	0.07%	Increased
553	FIM Fruth Investment Management Houston, Texas	$2.75M	-$80.2K	1	0.85%	Reduced
554	LD Lipe & Dalton Syracuse, New York	$2.75M	-$1.6K	1	1.41%	Reduced
555	Meiji Yasuda Life Insurance Tokyo, Japan	$2.75M	-$197K	1	0.05%	Reduced
556	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.73M	-$18.2K	4	0.03%	Reduced
557	Laird Norton Wetherby Wealth Management San Francisco, California	$2.73M	+$42.1K	2	0.17%	Increased
558	MAM Marketfield Asset Management New York	$2.71M	-$94.6K	1	2.14%	Reduced
559	MC MRJ Capital New York	$2.69M	$0	1	1.58%	Maintained
560	PHK Point72 Hong Kong Hong Kong	$2.69M	+$2.02M	2	0.09%	Increased
561	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.69M	+$101K	1	1.29%	Increased
562	Cerity Partners New York	$2.67M	-$380K	1	0.06%	Reduced
563	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.67M	+$7.51K	1	1.56%	Increased
564	JGUA John G. Ullman & Associates Corning, New York	$2.66M	-$63.9K	1	0.36%	Reduced
565	BU BBVA USA Birmingham, Alabama	$2.65M	+$91.6K	3	0.16%	Increased
566	CNC Canandaigua National Corp Canandaigua, New York	$2.64M	+$130K	1	0.43%	Increased
567	Clearstead Advisors Cleveland, Ohio	$2.63M	+$53.9K	3	0.2%	Increased
568	CCT Capital City Trust Tallahassee, Florida	$2.63M	-$54.3K	1	0.82%	Reduced
569	CT Coastline Trust Providence, Rhode Island	$2.63M	-$3.41K	2	0.33%	Reduced
570	DA Duality Advisers Miami, Florida	$2.63M	+$2.81M	1	0.2%	New
571	Central Trust Company Jefferson City, Missouri	$2.61M	-$76.2K	3	0.09%	Reduced
572	FIA FNY Investment Advisers New York	$2.61M	+$2.26M	3	1.21%	Increased
573	CCLA Investment Management London, United Kingdom	$2.61M	$0	1	0.04%	Maintained
574	SCA Snowden Capital Advisors New York	$2.59M	+$109K	2	0.13%	Increased
575	BS Bessemer Securities New York	$2.59M	+$665K	1	0.88%	Increased