← 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	Shelton Capital Management Denver, Colorado	$265K	$0	1	0.04%	Maintained
852	NCA NCM Capital Advisers Durham, North Carolina	$263K	$0	1	0.27%	Maintained
853	DBT Dubuque Bank & Trust Dubuque, Iowa	$262K	$0	2	0.05%	Maintained
854	MSI Financial Services Springfield, Massachusetts	$262K	-$164K	3	0.04%	Reduced
855	NAM Nichols Asset Management Sudbury, Massachusetts	$260K	$0	1	0.05%	Maintained
856	BFO Boston Family Office Boston, Massachusetts	$259K	+$640	1	0.03%	Increased
857	BAC Boys Arnold & Co Asheville, North Carolina	$259K	+$4.98K	1	0.05%	Increased
858	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$259K	+$242K	1	0.03%	New
859	HBK Investments Dallas, Texas	$258K	-$891K	1	0.01%	Reduced
860	Seizert Capital Partners Birmingham, Michigan	$258K	-$4.98K	1	0.01%	Reduced
861	ATC Argent Trust Company Ruston, Louisiana	$257K	+$10.9K	1	0.1%	Increased
862	AI ArchPoint Investors Coral Gables, Florida	$253K	-$29.2K	1	0.23%	Reduced
863	BMM Buffington Mohr McNeal Boise, Idaho	$252K	+$119K	1	0.16%	Increased
864	SGH Schonfeld Group Holdings Jericho, New York	$251K	+$235K	1	0.09%	New
865	Jefferies Group New York	$248K	+$232K	1	0%	New
866	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$245K	+$236K	1	0.02%	New
867	YMRC Yorktown Management & Research Company Forest, Virginia	$244K	$0	1	0.05%	Maintained
868	Dana Investment Advisors Waukesha, Wisconsin	$243K	-$3.56K	1	0.02%	Reduced
869	PCM Parsons Capital Management Providence, Rhode Island	$243K	+$3.11K	1	0.04%	Increased
870	SCA Salient Capital Advisors Houston, Texas	$240K	+$225K	1	0.01%	New
871	CCB Cutter & Co Brokerage Ballwin, Missouri	$239K	+$223K	1	0.11%	New
872	HCM Herndon Capital Management Atlanta, Georgia	$234K	-$95.2K	1	0%	Reduced
873	Diversified Trust Memphis, Tennessee	$232K	+$224K	1	0.02%	New
874	ST Spinnaker Trust Portland, Maine	$231K	-$91.1K	1	0.04%	Reduced
875	FP Foundry Partners Minneapolis, Minnesota	$230K	+$215K	1	0.02%	New