← 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
TCM
Tufton Capital Management
Maryland
$276K +$3.96K 1 0.05% Increased
827
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$275K +$7.32K 1 0.02% Increased
828
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$273K -$69.9K 1 0.09% Reduced
829
NEAM
New England Asset Management
Connecticut
$273K $0 1 0.01% Maintained
830
DAM
Deltec Asset Management
New York
$272K -$2.51M 1 0.06% Reduced
831
LC
Lakeshore Capital
Alabama
$272K $0 1 0.35% Maintained
832
NIT
NumerixS Investment Technologies
British Columbia, Canada
$272K +$264K 1 0.09% New
833
Synovus Financial
Synovus Financial
Georgia
$269K -$33K 2 0.01% Reduced
834
CCA
Cobblestone Capital Advisors
New York
$268K -$13.2K 1 0.05% Reduced
835
LH
Lebenthal Holdings
New York
$263K +$255K 1 0.12% New
836
MRCM
M&R Capital Management
New Jersey
$262K $0 1 0.06% Maintained
837
NAM
NTV Asset Management
West Virginia
$262K $0 1 0.08% Maintained
838
NG
NatWest Group
United Kingdom
$261K -$35.7K 1 0% Reduced
839
Seizert Capital Partners
Seizert Capital Partners
Michigan
$255K -$4.29K 1 0.01% Reduced
840
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$255K +$6.8K 4 0.02% Increased
841
Wedbush Securities
Wedbush Securities
California
$255K -$638K 1 0.04% Reduced
842
PHK
Point72 Hong Kong
Hong Kong
$254K +$246K 1 0.25% New
843
WSCM
Wellington Shields Capital Management
New York
$254K $0 1 0.04% Maintained
844
BCM
Bluefin Capital Management
New York
$252K +$244K 1 0.02% New
845
TC
Telemus Capital
Michigan
$250K $0 1 0.06% Maintained
846
BAM
Barrett Asset Management
New York
$248K +$16.5K 1 0.02% Increased
847
Prospera Financial Services
Prospera Financial Services
Texas
$248K +$240K 1 0.06% New
848
RFA
Reilly Financial Advisors
California
$247K -$3.3K 3 0.06% Reduced
849
GA
Geneva Advisors
Illinois
$245K -$9.3K 1 0% Reduced
850
PP
Paloma Partners
Connecticut
$245K -$646K 1 0.01% Reduced