← 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
751	FPFS First Personal Financial Services Charlotte, North Carolina	$340K	-$22.5K	1	0.17%	Reduced
752	NCM Novare Capital Management Charlotte, North Carolina	$339K	+$300K	1	0.1%	New
753	MC Middleton & Co Boston, Massachusetts	$338K	-$29K	1	0.08%	Reduced
754	DA Dillon & Associates Jackson, Michigan	$337K	+$73.8K	1	0.16%	Increased
755	FM Forward Management San Francisco, California	$336K	-$165K	1	0.03%	Reduced
756	Quantbot Technologies New York	$335K	+$221K	2	0.05%	Increased
757	Simplex Trading Chicago, Illinois	$332K	-$867K	2	0.03%	Reduced
758	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$330K	-$13.3K	1	0.02%	Reduced
759	BCB Brian C. Broderick	$326K	$0	1	0.14%	Maintained
760	GCP GSA Capital Partners London, United Kingdom	$325K	-$603K	1	0.02%	Reduced
761	CBN Cadence Bank NA Houston, Texas	$319K	+$10.1K	1	0.16%	Increased
762	HC Henshaw Capital Woburn, Massachusetts	$318K	+$281K	1	0.04%	New
763	WA Wheatland Advisors Lancaster, Pennsylvania	$315K	$0	1	0.32%	Maintained
764	AT Argent Trust San Antonio, Texas	$313K	+$36.5K	1	0.1%	Increased
765	Bragg Financial Advisors Charlotte, North Carolina	$313K	+$276K	1	0.06%	New
766	DP Dearborn Partners Chicago, Illinois	$308K	+$5.52K	1	0.03%	Increased
767	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$304K	-$17.5K	1	0.04%	Reduced
768	Cubist Systematic Strategies Stamford, Connecticut	$297K	-$4.05M	1	0.02%	Reduced
769	MIS Morningstar Investment Services Chicago, Illinois	$294K	+$20.4K	1	0.01%	Increased
770	BFA Benedict Financial Advisors Atlanta, Georgia	$293K	-$132K	1	0.18%	Reduced
771	Donaldson Capital Management Evansville, Indiana	$291K	-$52.9K	1	0.04%	Reduced
772	MCM Murphy Capital Management Bedminster, New Jersey	$290K	-$384K	1	0.05%	Reduced
773	GLRA Gerald L. Ray & Associates Dallas, Texas	$289K	-$8.34K	1	0.05%	Reduced
774	CL Croft-Leominster Baltimore, Maryland	$287K	+$254K	1	0.07%	New
775	HFS Haverford Financial Services Radnor, Pennsylvania	$287K	-$6.33M	1	0.12%	Reduced