← 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	KPA Keel Point Advisors Vienna, Virginia	$204K	+$198K	1	0.16%	New
877	Wealthfront Palo Alto, California	$203K	+$138K	1	0.01%	Increased
878	KL KWMG LLC Overland Park, Kansas	$201K	+$189K	1	0.17%	New
879	LCM Landscape Capital Management Englewood, New Jersey	$201K	+$206K	1	0.1%	New
880	TCTC Holdings Dallas, Texas	$201K	+$195K	1	0.01%	New
881	TFCP Twin Focus Capital Partners Boston, Massachusetts	$201K	+$195K	1	0.23%	New
882	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$200K	-$109K	3	0.01%	Reduced
883	AFM Anson Funds Management Dallas, Texas	$194K	+$276K	1	0.23%	New
884	Addenda Capital Montreal, Quebec, Canada	$186K	+$220K	1	0.01%	New
885	DBT Dubuque Bank & Trust Dubuque, Iowa	$185K	-$82.9K	2	0.03%	Reduced
886	GLI Guardian Life Insurance New York	$184K	$0	1	0.02%	Maintained
887	AIM Acuity Investment Management Toronto, Ontario, Canada	$183K	-$33K	1	0.15%	Reduced
888	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.25%	Maintained
889	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$175K	+$72.9K	1	0.11%	Increased
890	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.14%	Maintained
891	Brinker Capital Investments Berwyn, Pennsylvania	$170K	+$165K	1	0.01%	New
892	PSI Pinnacle Summer Investments Fairfax, Virginia	$164K	$0	1	0.02%	Maintained
893	MAM Mizuho Asset Management Tokyo, Japan	$162K	-$1.05M	1	0.05%	Reduced
894	RNS Robert N. Shapiro	$159K	+$1.52K	2	0.03%	Increased
895	BRWM B. Riley Wealth Management Memphis, Tennessee	$149K	+$527	2	0.12%	Increased
896	SC SRB Corp Boston, Massachusetts	$146K	+$10K	1	0.02%	Increased
897	TF Tompkins Financial Ithaca, New York	$138K	-$34.4K	1	0.03%	Reduced
898	Benjamin F. Edwards & Company St. Louis, Missouri	$134K	+$396	1	0.03%	Increased
899	M MOTCO San Antonio, Texas	$127K	$0	1	0.01%	Maintained
900	VFA Virtus Fund Advisers Hartford, Connecticut	$127K	-$1.6M	1	0%	Reduced