← 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
776	AAP Ardsley Advisory Partners Stamford, Connecticut	$340K	$0	1	0.05%	Maintained
777	CBU CIBC Bank USA Chicago, Illinois	$340K	+$14.8K	1	0.06%	Increased
778	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$340K	-$40.8K	1	0.04%	Reduced
779	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$337K	+$338K	2	0.14%	New
780	Highbridge Capital Management New York	$332K	+$332K	1	0%	New
781	FMT First Mercantile Trust Cordova, Tennessee	$331K	-$364K	2	0.03%	Reduced
782	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$331K	+$7.34K	1	0.06%	Increased
783	AHL Partners London, United Kingdom	$325K	+$324K	1	0.01%	New
784	Congress Asset Management Boston, Massachusetts	$325K	-$154K	1	0.01%	Reduced
785	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$323K	+$47.6K	1	0.02%	Increased
786	KA KLCM Advisors Milwaukee, Wisconsin	$319K	-$20.4K	1	0.09%	Reduced
787	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$318K	+$84.3K	1	0.33%	Increased
788	TIP Torray Investment Partners Bethesda, Maryland	$318K	-$11.2M	1	0.04%	Reduced
789	CT Cambridge Trust Cambridge, Massachusetts	$315K	-$340	1	0.03%	Reduced
790	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$315K	-$528K	1	0.06%	Reduced
791	P Pitcairn Conshohocken, Pennsylvania	$315K	-$8.77K	1	0.03%	Reduced
792	SC Searle & Co Greenwich, Connecticut	$312K	-$47.6K	1	0.27%	Reduced
793	AGM Alpine Global Management New York	$309K	-$424K	1	0.1%	Reduced
794	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
795	LC Lakeshore Capital Birmingham, Alabama	$306K	+$34K	1	0.5%	Increased
796	PTC Private Trust Company Cleveland, Ohio	$306K	+$408	1	0.09%	Increased
797	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$304K	-$38.6K	1	0.04%	Reduced
798	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$303K	-$1.03K	1	0.06%	Reduced
799	RCA Rex Capital Advisors Providence, Rhode Island	$300K	$0	1	0.28%	Maintained
800	EARNEST Partners Atlanta, Georgia	$299K	+$17.2K	1	0%	Increased