← 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	RWA Ropes Wealth Advisors Boston, Massachusetts	$361K	+$3.63K	3	0.1%	Increased
777	CS Comerica Securities Detroit, Michigan	$360K	+$28.6K	1	0.05%	Increased
778	KSA Ken Stern & Associates San Diego, California	$360K	-$6.87K	1	0.16%	Reduced
779	VI Versor Investments New York	$358K	+$42.9K	1	0.12%	Increased
780	AC Abbrea Capital Greenbrae, California	$354K	$0	1	0.13%	Maintained
781	Geneos Wealth Management Englewood, Colorado	$353K	-$33.8K	2	0.04%	Reduced
782	WI Wedgewood Investors Erie, Pennsylvania	$348K	-$3.77K	1	0.29%	Reduced
783	NFGCM Norman Fields Gottscho Capital Management New York	$347K	$0	1	0.21%	Maintained
784	Fulton Bank Lancaster, Pennsylvania	$346K	-$3.77K	1	0.03%	Reduced
785	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$344K	$0	1	0.07%	Maintained
786	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$342K	$0	1	0.04%	Maintained
787	NFG Next Financial Group Houston, Texas	$334K	-$94.1K	3	0.09%	Reduced
788	PP Paloma Partners Greenwich, Connecticut	$332K	-$2.19M	1	0%	Reduced
789	EARNEST Partners Atlanta, Georgia	$331K	-$4.78K	1	0%	Reduced
790	Loews Corp New York	$330K	-$162K	1	0%	Reduced
791	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$330K	+$74.8K	2	0.07%	Increased
792	Barings Charlotte, North Carolina	$324K	-$1.38M	1	0.01%	Reduced
793	HA Hays Advisory Franklin, Tennessee	$323K	+$20.1K	1	0.09%	Increased
794	Homrich & Berg Atlanta, Georgia	$323K	+$317K	1	0.03%	New
795	IIM Ironwood Investment Management Boston, Massachusetts	$323K	$0	1	0.23%	Maintained
796	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$320K	-$45.9K	1	0.02%	Reduced
797	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$318K	+$86.1K	1	0.15%	Increased
798	CA Cambridge Advisors Omaha, Nebraska	$317K	$0	1	0.12%	Maintained
799	Savant Capital Rockford, Illinois	$315K	+$25.2K	1	0.07%	Increased
800	Cetera Advisor Networks El Segundo, California	$311K	+$14.4K	1	0.01%	Increased