← 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	FIM Fruth Investment Management Houston, Texas	$3.17M	-$10.8K	1	0.87%	Reduced
577	Clearstead Advisors Cleveland, Ohio	$3.16M	+$150K	3	0.22%	Increased
578	LD Lipe & Dalton Syracuse, New York	$3.1M	-$82K	1	1.47%	Reduced
579	ATC Argent Trust Co Nashville, Tennessee	$3.09M	+$183K	2	0.18%	Increased
580	JGUA John G. Ullman & Associates Corning, New York	$3.08M	+$5.47K	1	0.42%	Increased
581	MAM Marketfield Asset Management New York	$3.08M	-$55.7K	1	2.32%	Reduced
582	Central Trust Company Jefferson City, Missouri	$3.06M	+$34.1K	3	0.09%	Increased
583	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$3.05M	-$52.4K	1	1.36%	Reduced
584	AP Advisor Partners Walnut Creek, California	$3.04M	+$137K	2	0.18%	Increased
585	RSC Red Spruce Capital Berwyn, Pennsylvania	$3.03M	-$57.2K	1	1.66%	Reduced
586	PAM Premier Asset Management Chicago, Illinois	$3.02M	-$1.59M	1	0.52%	Reduced
587	CCLA Investment Management London, United Kingdom	$3.02M	$0	1	0.05%	Maintained
588	LCS Levin Capital Strategies New York	$3.02M	+$331K	1	0.28%	Increased
589	MIM Marco Investment Management Atlanta, Georgia	$2.98M	$0	1	0.29%	Maintained
590	Edmond de Rothschild Holding Chambesy, Switzerland	$2.98M	-$1.96M	2	0.06%	Reduced
591	CCT Capital City Trust Tallahassee, Florida	$2.9M	-$130K	1	0.82%	Reduced
592	CT Coastline Trust Providence, Rhode Island	$2.89M	-$113K	2	0.33%	Reduced
593	MC MRJ Capital New York	$2.88M	-$228K	1	1.66%	Reduced
594	Park Avenue Securities New York	$2.87M	+$85.7K	3	0.05%	Increased
595	CF Concorde Financial Dallas, Texas	$2.87M	+$2.77M	1	1.8%	New
596	CCM Compton Capital Management Providence, Rhode Island	$2.84M	-$82.9K	1	0.74%	Reduced
597	Fiduciary Trust Boston, Massachusetts	$2.81M	+$213K	3	0.05%	Increased
598	TCOT Trust Company of Toledo Holland, Ohio	$2.8M	+$15.2K	1	0.42%	Increased
599	FHB First Hawaiian Bank Honolulu, Hawaii	$2.79M	+$2.32M	2	0.08%	Increased
600	KLC Knowledge Leaders Capital Denver, Colorado	$2.78M	+$520K	1	2.04%	Increased