← 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
601	Tower Research Capital (TRC) New York	$984K	+$911K	4	0.11%	Increased
602	DIA Dean Investment Associates Beavercreek, Ohio	$982K	+$61.7K	1	0.26%	Increased
603	FNB First Niagara Bank Lockport, New York	$969K	-$351K	2	0.21%	Reduced
604	SIC SFE Investment Counsel Los Angeles, California	$967K	-$24K	1	0.47%	Reduced
605	Covington Capital Management Los Angeles, California	$963K	$0	1	0.11%	Maintained
606	WhitTier Trust Company Reno, Nevada	$961K	+$59.4K	2	0.13%	Increased
607	CCT Capital City Trust Tallahassee, Florida	$952K	-$26.2K	1	0.42%	Reduced
608	AF Arrow Financial Glens Falls, New York	$948K	+$183K	1	0.29%	Increased
609	HCM Horrell Capital Management Little Rock, Arkansas	$946K	-$1.04K	1	0.5%	Reduced
610	FA FMA Advisory Harrisburg, Pennsylvania	$945K	+$26K	1	0.38%	Increased
611	CB Chemical Bank Detroit, Michigan	$904K	-$155K	1	0.18%	Reduced
612	SRC Shufro Rose & Co New York	$904K	-$11.3K	1	0.1%	Reduced
613	CAM Carret Asset Management New York	$899K	+$18.1K	1	0.2%	Increased
614	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$898K	-$13.4K	1	0.62%	Reduced
615	Burney Company Reston, Virginia	$893K	-$117K	3	0.1%	Reduced
616	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$890K	-$14.5K	1	0.23%	Reduced
617	BP Banyan Partners Palm Beach Gardens, Florida	$884K	+$862K	1	0.08%	New
618	GCP GSA Capital Partners London, United Kingdom	$883K	+$205K	2	0.07%	Increased
619	ZF Zhang Financial Portage, Michigan	$880K	$0	1	0.71%	Maintained
620	Ronald Blue & Co Roswell, Georgia	$873K	+$107K	1	0.07%	Increased
621	SG Swarthmore Group Philadelphia, Pennsylvania	$862K	-$28.6M	1	0.11%	Reduced
622	CBU CIBC Bank USA Chicago, Illinois	$860K	-$717K	2	0.21%	Reduced
623	Clifford Swan Investment Counsel Pasadena, California	$854K	-$26.9K	1	0.07%	Reduced
624	SI SII Investments Appleton, Wisconsin	$844K	+$8.06K	1	0.2%	Increased
625	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$842K	-$48.4K	1	0.17%	Reduced