← 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	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$212K	+$99.7K	2	0.04%	Increased
852	QC QCM Cayman Houston, Texas	$212K	+$207K	1	0.04%	New
853	AP Atwood & Palmer Kansas City, Missouri	$211K	-$11.4K	1	0.03%	Reduced
854	FIB First Interstate Bank Billings, Montana	$211K	-$3.27K	2	0.04%	Reduced
855	SGAM Smith Group Asset Management Dallas, Texas	$211K	-$6.86K	1	0.01%	Reduced
856	Diversified Trust Memphis, Tennessee	$210K	+$197K	1	0.02%	New
857	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$209K	+$200K	1	0.11%	New
858	Fayez Sarofim & Co Houston, Texas	$208K	+$199K	1	0%	New
859	Quantbot Technologies New York	$206K	+$202K	1	0.02%	New
860	SIM SSI Investment Management Los Angeles, California	$206K	+$199K	1	0.02%	New
861	ACM Americafirst Capital Management Roseville, California	$205K	+$197K	1	0.24%	New
862	BWM BigSur Wealth Management Miami, Florida	$204K	+$187K	1	0.22%	New
863	CC Courier Capital Buffalo, New York	$204K	+$195K	1	0.04%	New
864	CT Cambridge Trust Cambridge, Massachusetts	$200K	+$192K	1	0.01%	New
865	Citizens Financial Group Providence, Rhode Island	$200K	+$83K	2	0.02%	Increased
866	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$187K	$0	1	0.15%	Maintained
867	SC SRB Corp Boston, Massachusetts	$186K	-$8.6K	1	0.03%	Reduced
868	Tower Research Capital (TRC) New York	$174K	-$855K	4	0.02%	Reduced
869	DBT Dubuque Bank & Trust Dubuque, Iowa	$170K	+$1.71K	2	0.04%	Increased
870	Penserra Capital Management Orinda, California	$170K	+$14.2K	1	0.02%	Increased
871	ADL Asset Dedication LLC San Francisco, California	$165K	$0	1	0.09%	Maintained
872	PCP Proficio Capital Partners Newton, Massachusetts	$143K	+$65.2K	2	0.06%	Increased
873	Fuller & Thaler Asset Management San Mateo, California	$141K	$0	1	0%	Maintained
874	Brown Brothers Harriman & Co New York	$138K	+$80.6K	1	0%	Increased
875	Evercore Wealth Management New York	$138K	+$6.96K	1	0.01%	Increased