← 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
626
SRC
Shufro Rose & Co
New York
$867K $0 1 0.09% Maintained
627
CNBT
Canandaigua National Bank & Trust
New York
$862K -$14.3K 1 0.25% Reduced
628
WIP
Wellesley Investment Partners
Massachusetts
$861K +$60.6K 1 0.38% Increased
629
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$857K $0 1 0.05% Maintained
630
NPC
National Planning Corporation
California
$853K -$33.4K 1 0.06% Reduced
631
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$847K +$42.6K 1 0.61% Increased
632
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$835K +$14K 1 0.16% Increased
633
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$833K +$98K 1 0.11% Increased
634
IH
IFC Holdings
Florida
$827K +$791K 1 0.07% New
635
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$816K +$786K 2 0.07% New
636
PG
Patten Group
Tennessee
$815K -$51.1K 1 0.35% Reduced
637
RWA
River Wealth Advisors
Pennsylvania
$808K -$121K 1 0.39% Reduced
638
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$808K $0 1 0.36% Maintained
639
ANI
American National Insurance
Texas
$804K $0 1 0.04% Maintained
640
Trexquant Investment
Trexquant Investment
Connecticut
$800K +$322K 1 0.1% Increased
641
Calamos Wealth Management
Calamos Wealth Management
Illinois
$797K -$339K 1 0.12% Reduced
642
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$795K +$34.3K 1 0% Increased
643
HM Payson & Co
HM Payson & Co
Maine
$790K -$685 1 0.04% Reduced
644
GIM
Guardian Investment Management
California
$789K +$455K 1 0.86% Increased
645
FIM
Fruth Investment Management
Texas
$778K -$92.3K 1 0.36% Reduced
646
FAN
Financial Advisors Network
California
$771K +$31.6K 1 0.67% Increased
647
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$769K +$627K 1 0.11% Increased
648
Glenview Trust
Glenview Trust
Kentucky
$769K +$5.33K 1 0.06% Increased
649
Mariner
Mariner
Kansas
$769K +$40.1K 1 0.03% Increased
650
VWM
Valley Wealth Managers
New Jersey
$766K +$14.6K 1 0.1% Increased