← 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	GLI Guardian Life Insurance New York	$172K	+$1.14K	1	0.02%	Increased
852	NCA NCM Capital Advisers Durham, North Carolina	$165K	$0	1	0.25%	Maintained
853	PSI Pinnacle Summer Investments Fairfax, Virginia	$165K	+$14.2K	1	0.02%	Increased
854	TF Tompkins Financial Ithaca, New York	$162K	-$9.94K	2	0.04%	Reduced
855	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$160K	$0	1	0.14%	Maintained
856	FMA FNY Managed Accounts New York	$158K	+$177K	1	0.47%	New
857	Brandes Investment Partners La Jolla, California	$149K	+$181K	1	0%	New
858	RNS Robert N. Shapiro	$148K	-$112K	2	0.03%	Reduced
859	WEC Winslow Evans & Crocker Boston, Massachusetts	$148K	+$2.34K	2	0.04%	Increased
860	CCM Condor Capital Management Martinsville, New Jersey	$147K	+$32.6K	1	0.04%	Increased
861	Fuller & Thaler Asset Management San Mateo, California	$146K	+$163K	1	0.01%	New
862	BRWM B. Riley Wealth Management Memphis, Tennessee	$142K	-$29.8K	2	0.11%	Reduced
863	SSG Summit Securities Group New York	$138K	+$90.7K	1	0.04%	Increased
864	DA Dunvegan Associates Santa Barbara, California	$127K	-$9.28K	1	0.11%	Reduced
865	SC SRB Corp Boston, Massachusetts	$127K	+$142K	1	0.02%	New
866	Benjamin F. Edwards & Company St. Louis, Missouri	$124K	-$6.4K	1	0.03%	Reduced
867	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$120K	$0	2	0.03%	Maintained
868	M MOTCO San Antonio, Texas	$119K	+$5.39K	1	0.01%	Increased
869	Group One Trading Chicago, Illinois	$118K	-$7.3K	1	0%	Reduced
870	FWM Focused Wealth Management Newburgh, New York	$114K	+$213	3	0.09%	Increased
871	LBG Lloyds Banking Group London, United Kingdom	$112K	-$1.92K	1	0.03%	Reduced
872	MHS M Holdings Securities Portland, Oregon	$112K	+$82.3K	1	0.06%	New
873	MIC MU Investments Company Tokyo, Japan	$110K	$0	1	0.05%	Maintained
874	CFS Community Financial System Syracuse, New York	$108K	$0	1	0.02%	Maintained
875	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$104K	-$24.1K	3	0.05%	Reduced