← 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	CCB Cutter & Co Brokerage Ballwin, Missouri	$212K	-$8.84K	1	0.09%	Reduced
852	FIM Freedom Investment Management Hartford, Connecticut	$212K	+$212K	1	0.02%	New
853	NAM Nichols Asset Management Sudbury, Massachusetts	$208K	$0	1	0.04%	Maintained
854	ABP Arthur B. Page	$205K	$0	1	0.2%	Maintained
855	CM Capital Management Glen Allen, Virginia	$204K	$0	1	0.07%	Maintained
856	Fayez Sarofim & Co Houston, Texas	$204K	$0	1	0%	Maintained
857	KP Keel Point Huntsville, Alabama	$204K	+$204K	1	0.1%	New
858	TFCP Twin Focus Capital Partners Boston, Massachusetts	$203K	+$2.04K	1	0.16%	Increased
859	KL KWMG LLC Overland Park, Kansas	$202K	-$5.17K	1	0.16%	Reduced
860	TCTC Holdings Dallas, Texas	$201K	$0	1	0.01%	Maintained
861	TCM Telos Capital Management San Diego, California	$201K	-$152K	1	0.12%	Reduced
862	BCA Bray Capital Advisors Naples, Florida	$200K	-$108K	1	0.12%	Reduced
863	PSI Pinnacle Summer Investments Fairfax, Virginia	$200K	+$23.1K	1	0.03%	Increased
864	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$198K	+$199K	1	0.03%	New
865	Brinker Capital Investments Berwyn, Pennsylvania	$187K	+$16.8K	1	0.01%	Increased
866	Brown Brothers Harriman & Co New York	$187K	-$344K	1	0%	Reduced
867	DBT Dubuque Bank & Trust Dubuque, Iowa	$184K	$0	2	0.03%	Maintained
868	Addenda Capital Montreal, Quebec, Canada	$177K	+$8.29K	1	0.02%	Increased
869	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.24%	Maintained
870	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$175K	+$68	1	0.11%	Increased
871	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.15%	Maintained
872	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$162K	-$36.1K	3	0%	Reduced
873	SC SRB Corp Boston, Massachusetts	$159K	+$13.5K	1	0.02%	Increased
874	Benjamin F. Edwards & Company St. Louis, Missouri	$156K	+$21.9K	1	0.03%	Increased
875	BRWM B. Riley Wealth Management Memphis, Tennessee	$150K	+$612	2	0.11%	Increased