← 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
576	MIM Marco Investment Management Atlanta, Georgia	$2.58M	$0	1	0.28%	Maintained
577	IWP Icon Wealth Partners Houston, Texas	$2.57M	+$18.7K	1	0.27%	Increased
578	NRS Neville Rodie & Shaw New York	$2.55M	+$188K	1	0.2%	Increased
579	CCM Compton Capital Management Providence, Rhode Island	$2.53M	-$128K	1	0.74%	Reduced
580	AP Advisor Partners Walnut Creek, California	$2.51M	-$82.7K	2	0.17%	Reduced
581	ATC Argent Trust Co Nashville, Tennessee	$2.5M	+$389K	2	0.16%	Increased
582	SW StrongBox Wealth Lee's Summit, Missouri	$2.5M	+$227K	1	1.4%	Increased
583	AI Acuitas Investments Seattle, Washington	$2.5M	+$1.49M	1	1.09%	Increased
584	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.48M	-$201K	2	0.01%	Reduced
585	PT Plimoth Trust Plymouth, Massachusetts	$2.48M	-$60.9K	1	0.7%	Reduced
586	HRT Financial New York	$2.47M	+$2.29M	4	0.02%	Increased
587	SEC Seven Eight Capital New York	$2.47M	+$708K	2	0.24%	Increased
588	Tocqueville Asset Management New York	$2.44M	-$339K	2	0.04%	Reduced
589	JWCA J.W. Coons Advisors Columbus, Ohio	$2.41M	-$118K	1	0.83%	Reduced
590	TCOT Trust Company of Toledo Holland, Ohio	$2.41M	-$19.8K	1	0.39%	Reduced
591	DAC Dividend Assets Capital Ridgeland, South Carolina	$2.41M	-$82.8K	2	0.48%	Reduced
592	Park Avenue Securities New York	$2.4M	+$295K	3	0.05%	Increased
593	TD Private Client Wealth New York	$2.38M	-$196K	2	0.1%	Reduced
594	MPM Meritage Portfolio Management Overland Park, Kansas	$2.35M	-$10.1K	1	0.14%	Reduced
595	SP SWS Partners Columbus, Ohio	$2.34M	-$536K	1	1.45%	Reduced
596	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$2.32M	-$93.1K	2	0.05%	Reduced
597	Scotia Capital Toronto, Ontario, Canada	$2.32M	-$104K	2	0.02%	Reduced
598	LCS Levin Capital Strategies New York	$2.31M	$0	1	0.23%	Maintained
599	TA Teton Advisors Rye, New York	$2.31M	-$202K	2	0.33%	Reduced
600	Sumitomo Life Insurance Tokyo, Japan	$2.31M	-$104K	1	0.06%	Reduced