← 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
851	CCM Condor Capital Management Martinsville, New Jersey	$183K	-$10.4K	1	0.06%	Reduced
852	WA WFG Advisors Dallas, Texas	$176K	-$15.1K	2	0.03%	Reduced
853	IC Inverness Counsel New York	$166K	$0	1	0.01%	Maintained
854	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$162K	+$158K	1	0%	New
855	LSV Asset Management Chicago, Illinois	$154K	+$151K	1	0%	New
856	PineBridge Investments New York	$153K	$0	2	0%	Maintained
857	Bessemer Group Woodbridge, New Jersey	$142K	-$150K	1	0%	Reduced
858	PVH Psagot Value Holdings Tel Aviv, Israel	$135K	+$19K	1	0.01%	New
859	FWM Focused Wealth Management Newburgh, New York	$134K	+$129K	3	0.13%	New
860	RIA Regal Investment Advisors Kentwood, Michigan	$129K	-$105	1	0.08%	Reduced
861	TH Timber Hill Greenwich, Connecticut	$128K	-$57.9K	1	0%	Reduced
862	TCM TD Capital Management Memphis, Tennessee	$127K	$0	1	0.03%	Maintained
863	M MOTCO San Antonio, Texas	$124K	$0	1	0.02%	Maintained
864	HR Howe & Rusling Rochester, New York	$120K	+$2.25K	3	0.04%	Increased
865	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$116K	+$3.09K	3	0.06%	Increased
866	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$116K	+$101K	1	0.09%	Increased
867	LIA LS Investment Advisors Bloomfield Hills, Michigan	$115K	-$404K	2	0.01%	Reduced
868	BMM Buffington Mohr McNeal Boise, Idaho	$113K	+$110K	1	0.07%	New
869	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$110K	-$110K	1	0.07%	Reduced
870	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$110K	+$6.72K	1	0.07%	Increased
871	FGA Flood Gamble Associates New York	$109K	$0	1	0.05%	Maintained
872	CFS Community Financial System Syracuse, New York	$99K	$0	1	0.02%	Maintained
873	TF Tompkins Financial Ithaca, New York	$99K	+$8.73K	1	0.03%	Increased
874	Chilton Capital Management Houston, Texas	$96.7K	$0	1	0.01%	Maintained
875	PCP Perimeter Capital Partners Atlanta, Georgia	$89K	$0	1	0.02%	Maintained