← 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	MAM Mystic Asset Management Warwick, Rhode Island	$4.03M	-$76.5K	1	2.16%	Reduced
552	HFM Hartford Financial Management Hartford, Connecticut	$4.02M	$0	1	0.99%	Maintained
553	Cantor Fitzgerald New York	$4.02M	+$17.6K	1	0.09%	Increased
554	CIBC Private Wealth Group Atlanta, Georgia	$4.02M	-$284K	1	0.01%	Reduced
555	Manning & Napier Group Fairport, New York	$4M	-$19.3M	1	0.05%	Reduced
556	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.99M	-$48.1K	1	1.31%	Reduced
557	EGI EAM Global Investors Solana Beach, California	$3.97M	-$951K	1	1.17%	Reduced
558	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$3.97M	-$35.2K	1	2.93%	Reduced
559	Graham Capital Management Rowayton, Connecticut	$3.97M	-$851K	1	0.11%	Reduced
560	Kingsview Wealth Management Grants Pass, Oregon	$3.97M	+$1.82M	2	0.16%	Increased
561	TIA Traphagen Investment Advisors Oradell, New Jersey	$3.96M	-$66.3K	1	0.51%	Reduced
562	Gratus Capital Atlanta, Georgia	$3.96M	+$11.4K	1	0.27%	Increased
563	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$3.93M	-$293K	1	2.29%	Reduced
564	Boothbay Fund Management New York	$3.93M	-$1.59M	2	0.09%	Reduced
565	Ashton Thomas Private Wealth Scottsdale, Arizona	$3.92M	+$332K	1	0.3%	Increased
566	SCM Sirios Capital Management Boston, Massachusetts	$3.9M	-$12.2M	1	0.67%	Reduced
567	IWP Icon Wealth Partners Houston, Texas	$3.89M	-$891K	1	0.41%	Reduced
568	Fiduciary Trust Boston, Massachusetts	$3.87M	+$91.8K	3	0.07%	Increased
569	WCM Windward Capital Management Los Angeles, California	$3.85M	$0	1	0.35%	Maintained
570	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$3.83M	+$609K	1	0.58%	Increased
571	CC Cipher Capital New York	$3.82M	+$1.21M	1	0.65%	Increased
572	HCM Howland Capital Management Boston, Massachusetts	$3.8M	-$2.29K	1	0.22%	Reduced
573	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.79M	-$8.79K	1	0.16%	Reduced
574	Pathstone Family Office Englewood, New Jersey	$3.76M	-$1.66M	2	0.05%	Reduced
575	Jefferies Financial Group New York	$3.72M	+$622K	1	0.03%	Increased