← 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	HC Henshaw Capital Woburn, Massachusetts	$334K	$0	1	0.04%	Maintained
752	WA Wheatland Advisors Lancaster, Pennsylvania	$331K	$0	1	0.31%	Maintained
753	AssetMark Inc Concord, California	$330K	-$30.1K	3	0.01%	Reduced
754	LPC Loeb Partners Corp New York	$329K	$0	1	0.12%	Maintained
755	Dynamic Advisor Solutions Phoenix, Arizona	$328K	-$1.16K	1	0.12%	Reduced
756	HHC Hutchin Hill Capital New York	$324K	+$310K	1	0.01%	New
757	AT Argent Trust San Antonio, Texas	$320K	-$42.8K	1	0.1%	Reduced
758	FSCM Front Street Capital Management Missoula, Montana	$319K	$0	1	0.15%	Maintained
759	EARNEST Partners Atlanta, Georgia	$316K	$0	1	0%	Maintained
760	SCA Snowden Capital Advisors New York	$313K	-$161K	1	0.08%	Reduced
761	LD Lipe & Dalton Syracuse, New York	$312K	+$38.8K	1	0.21%	Increased
762	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$311K	$0	1	0.04%	Maintained
763	Bahl & Gaynor Cincinnati, Ohio	$303K	-$4.29K	1	0%	Reduced
764	BFA Benedict Financial Advisors Atlanta, Georgia	$302K	-$20.6K	1	0.18%	Reduced
765	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$299K	$0	1	0.31%	Maintained
766	WI Wedgewood Investors Erie, Pennsylvania	$299K	$0	1	0.28%	Maintained
767	HFS Haverford Financial Services Radnor, Pennsylvania	$297K	-$2.85K	1	0.13%	Reduced
768	LAM Lebenthal Asset Management New York	$294K	+$25.9K	1	0.04%	Increased
769	Geneos Wealth Management Englewood, Colorado	$290K	-$591K	2	0.04%	Reduced
770	BAS Brown Advisory Securities Baltimore, Maryland	$289K	+$32.1K	1	0.08%	Increased
771	CWM Cornerstone Wealth Management St. Peters, Missouri	$287K	+$290K	1	0.11%	New
772	DA Dillon & Associates Jackson, Michigan	$287K	-$25.9K	1	0.13%	Reduced
773	Donaldson Capital Management Evansville, Indiana	$287K	-$2.2K	1	0.04%	Reduced
774	Rockefeller Financial Services New York	$285K	+$12.4K	2	0.01%	Increased
775	FM Forward Management San Francisco, California	$282K	-$62.7K	1	0.02%	Reduced