← 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
876	I IberiaBank Lafayette, Louisiana	$230K	-$116K	1	0.15%	Reduced
877	EARNEST Partners Atlanta, Georgia	$229K	+$215K	1	0%	New
878	Fayez Sarofim & Co Houston, Texas	$229K	+$214K	1	0%	New
879	CM Capital Management Glen Allen, Virginia	$228K	$0	1	0.08%	Maintained
880	Addenda Capital Montreal, Quebec, Canada	$226K	+$225K	1	0.02%	New
881	WTB Washington Trust Bank Spokane, Washington	$225K	+$49.2K	1	0.41%	New
882	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$223K	+$209K	1	0.12%	New
883	Fulton Bank Lancaster, Pennsylvania	$217K	-$27K	1	0.03%	Reduced
884	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$212K	+$198K	1	0.13%	New
885	WA WealthTrust Axiom Wayne, Pennsylvania	$212K	+$199K	1	0.08%	New
886	Thomaspartners Boston, Massachusetts	$211K	+$197K	1	0.01%	New
887	DA Dunvegan Associates Santa Barbara, California	$209K	+$196K	1	0.17%	New
888	HCM Harvest Capital Management Concord, New Hampshire	$207K	+$193K	1	0.11%	New
889	RB Rodgers Brothers Harmony, Pennsylvania	$205K	+$192K	1	0.1%	New
890	GLI Guardian Life Insurance New York	$204K	-$215K	1	0.02%	Reduced
891	AWS Aris Wealth Services State College, Pennsylvania	$202K	$0	1	0.34%	Maintained
892	Hancock Whitney Gulfport, Mississippi	$201K	-$62.8K	1	0.01%	Reduced
893	VNA VNBTrust National Association Charlottesville, Virginia	$201K	+$189K	1	0.1%	New
894	WA WFG Advisors Dallas, Texas	$197K	+$142	2	0.03%	Increased
895	NC Northpointe Capital Bloomfield Hills, Michigan	$193K	+$164K	1	0.02%	New
896	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$192K	+$180K	1	0.17%	New
897	STB S&T Bank Indiana, Pennsylvania	$191K	+$179K	1	0.03%	New
898	FWM Focused Wealth Management Newburgh, New York	$160K	+$10.3K	3	0.13%	Increased
899	Benjamin F. Edwards & Company St. Louis, Missouri	$158K	-$74.3K	2	0.05%	Reduced
900	M MOTCO San Antonio, Texas	$137K	$0	1	0.02%	Maintained