← 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
826	Cookson Peirce & Co Pittsburgh, Pennsylvania	$238K	+$231K	1	0.07%	New
827	Seizert Capital Partners Birmingham, Michigan	$238K	-$3.36K	1	0.01%	Reduced
828	DBT Dubuque Bank & Trust Dubuque, Iowa	$237K	+$74.4K	2	0.05%	Increased
829	NCA NCM Capital Advisers Durham, North Carolina	$237K	-$84K	1	0.26%	Reduced
830	BUB BBVA USA Bancshares Houston, Texas	$236K	$0	1	0.01%	Maintained
831	BFO Boston Family Office Boston, Massachusetts	$234K	$0	1	0.03%	Maintained
832	NA Navellier & Associates Reno, Nevada	$234K	+$12.8K	1	0.01%	Increased
833	KT Kanaly Trust Houston, Texas	$231K	-$33.6K	1	0.07%	Reduced
834	NAM Nichols Asset Management Sudbury, Massachusetts	$231K	$0	1	0.06%	Maintained
835	PMG ProVise Management Group Clearwater, Florida	$231K	+$221K	1	0.07%	New
836	BAC Boys Arnold & Co Asheville, North Carolina	$230K	-$11.4K	1	0.05%	Reduced
837	BTNA Bremer Trust National Association St. Cloud, Minnesota	$224K	-$16.8K	1	0.09%	Reduced
838	Dana Investment Advisors Waukesha, Wisconsin	$223K	-$63.9K	1	0.02%	Reduced
839	ST Sentinel Trust Houston, Texas	$223K	$0	1	0.07%	Maintained
840	ATC Argent Trust Company Ruston, Louisiana	$222K	+$216K	1	0.09%	New
841	Fulton Bank Lancaster, Pennsylvania	$222K	+$67	1	0.03%	Increased
842	Numeric Investors Boston, Massachusetts	$220K	+$215K	1	0%	New
843	YMRC Yorktown Management & Research Company Forest, Virginia	$220K	+$215K	1	0.05%	New
844	Benjamin F. Edwards & Company St. Louis, Missouri	$215K	$0	2	0.08%	Maintained
845	CDH Charles D. Hyman	$213K	$0	1	0.04%	Maintained
846	PCM Parsons Capital Management Providence, Rhode Island	$213K	+$204K	1	0.03%	New
847	FA FDx Advisors Chicago, Illinois	$211K	-$349K	1	0.02%	Reduced
848	CM Capital Management Glen Allen, Virginia	$207K	-$218K	1	0.08%	Reduced
849	Atria Investments Charlotte, North Carolina	$205K	-$17.3K	1	0.02%	Reduced
850	AWS Aris Wealth Services State College, Pennsylvania	$183K	+$178K	1	0.33%	New