← 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
701	WP WMS Partners Towson, Maryland	$379K	-$97.1K	1	0.06%	Reduced
702	EMG Ellington Management Group Old Greenwich, Connecticut	$374K	+$431K	1	0.11%	New
703	Balyasny Asset Management Chicago, Illinois	$370K	-$5.9M	1	0%	Reduced
704	BAM Brave Asset Management Summit, New Jersey	$367K	-$19.5K	2	0.28%	Reduced
705	BCB Brian C. Broderick	$360K	-$394K	1	0.17%	Reduced
706	TH Timber Hill Greenwich, Connecticut	$360K	-$3.62M	1	0%	Reduced
707	Profund Advisors Bethesda, Maryland	$356K	-$206K	1	0.02%	Reduced
708	AHC Anderson Hoagland & Co St Louis, Missouri	$355K	$0	1	0.23%	Maintained
709	CS Comerica Securities Detroit, Michigan	$350K	-$114K	1	0.1%	Reduced
710	IIM Ipswich Investment Management Beverly, Massachusetts	$350K	+$72.7K	1	0.17%	Increased
711	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$342K	-$5.02K	1	0.2%	Reduced
712	GA Geneva Advisors Chicago, Illinois	$340K	+$188K	1	0.01%	Increased
713	FPFS First Personal Financial Services Charlotte, North Carolina	$339K	-$6.32K	2	0.2%	Reduced
714	KA Kovack Advisors Ft. Lauderdale, Florida	$338K	+$22.4K	1	0.24%	Increased
715	AP Advisor Partners Walnut Creek, California	$336K	-$63K	1	0.14%	Reduced
716	Heritage Investors Management Corp Bethesda, Maryland	$336K	$0	1	0.03%	Maintained
717	PVWM Point View Wealth Management Summit, New Jersey	$336K	+$134K	1	0.27%	Increased
718	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$331K	-$79.3K	2	0.07%	Reduced
719	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$330K	-$24.5K	1	0.2%	Reduced
720	TFF Timothy F. Fidgeon	$326K	-$152K	1	0.16%	Reduced
721	CA Cambridge Advisors Omaha, Nebraska	$324K	-$6.82K	1	0.19%	Reduced
722	FNB First Niagara Bank Lockport, New York	$324K	-$13.1K	1	0.09%	Reduced
723	WA Winfield Associates Cleveland, Ohio	$322K	-$70.9K	1	0.24%	Reduced
724	FTC Farmers Trust Company Youngstown, Ohio	$320K	-$41.4K	1	0.12%	Reduced
725	Salem Investment Counselors Winston Salem, North Carolina	$319K	+$16K	1	0.04%	Increased