← 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	NAM Nichols Asset Management Sudbury, Massachusetts	$205K	$0	1	0.04%	Maintained
852	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$202K	+$54.8K	1	0.16%	Increased
853	First National Trust Hermitage, Pennsylvania	$201K	+$210K	1	0.03%	New
854	TCM Telos Capital Management San Diego, California	$201K	+$2.9K	1	0.11%	Increased
855	BCA Bray Capital Advisors Naples, Florida	$199K	$0	1	0.11%	Maintained
856	Brinker Capital Investments Berwyn, Pennsylvania	$198K	+$12.8K	1	0.01%	Increased
857	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$191K	+$18.4K	1	0.11%	Increased
858	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$188K	-$9.39K	1	0.04%	Reduced
859	PSI Pinnacle Summer Investments Fairfax, Virginia	$185K	-$12.6K	1	0.04%	Reduced
860	Quadrant Capital Group Cincinnati, Ohio	$181K	+$195K	2	0.12%	New
861	Addenda Capital Montreal, Quebec, Canada	$177K	$0	1	0.02%	Maintained
862	NCA NCM Capital Advisers Durham, North Carolina	$175K	$0	1	0.23%	Maintained
863	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$170K	$0	1	0.14%	Maintained
864	WEC Winslow Evans & Crocker Boston, Massachusetts	$161K	+$42.6K	2	0.05%	Increased
865	PineBridge Investments New York	$153K	-$258K	2	0.01%	Reduced
866	Benjamin F. Edwards & Company St. Louis, Missouri	$152K	-$2.33K	1	0.03%	Reduced
867	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$149K	-$11.5K	3	0%	Reduced
868	BRWM B. Riley Wealth Management Memphis, Tennessee	$148K	+$565	2	0.12%	Increased
869	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$147K	+$11K	2	0.03%	Increased
870	TF Tompkins Financial Ithaca, New York	$145K	+$2K	2	0.04%	Increased
871	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$144K	$0	1	0.01%	Maintained
872	GLI Guardian Life Insurance New York	$138K	-$1.55K	1	0.01%	Reduced
873	SCA Strategic Capital Alternatives Gig Harbor, United States	$138K	$0	2	0.03%	Maintained
874	SC SRB Corp Boston, Massachusetts	$135K	-$24.6K	1	0.02%	Reduced
875	SNT Security National Trust Wheeling, West Virginia	$134K	$0	2	0.05%	Maintained