← 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
CPA
Clear Perspective Advisors
Illinois
$135K $0 1 0.09% Maintained
877
SCM
Scopia Capital Management
New York
$135K +$132K 1 0% New
878
Spot Trading
Spot Trading
Illinois
$132K +$129K 1 0% New
879
Quadrant Capital Group
Quadrant Capital Group
Ohio
$130K -$12.9K 2 0.06% Reduced
880
GLI
Guardian Life Insurance
New York
$129K +$852 1 0.02% Increased
881
OFW
Omnia Family Wealth
Florida
$123K +$923 1 0.06% Increased
882
CCM
Condor Capital Management
New Jersey
$120K $0 1 0.03% Maintained
883
SBA
Seven Bridges Advisors
New York
$119K +$114K 1 0.11% New
884
HA
Harfst & Associates
Wyoming
$109K +$105K 1 0.05% New
885
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$108K +$99.6K 1 0.01% New
886
SNT
Security National Trust
West Virginia
$108K $0 2 0.04% Maintained
887
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$107K +$8.52K 2 0.01% Increased
888
ZB
Zions Bancorporation
Utah
$104K -$43.1K 2 0.02% Reduced
889
Acadian Asset Management
Acadian Asset Management
Massachusetts
$99K -$1.49M 1 0% Reduced
890
CFA
Carroll Financial Associates
North Carolina
$99K +$2.29K 2 0.01% Increased
891
VCM
Versant Capital Management
Arizona
$99K -$315 3 0.05% Reduced
892
WB
Webster Bank
Connecticut
$97K -$3.55K 2 0.01% Reduced
893
AF
Arrow Financial
New York
$93K $0 1 0.02% Maintained
894
RIM
Rampart Investment Management
Connecticut
$93K +$88.6K 1 0.03% New
895
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$92.3K $0 1 0.11% Maintained
896
HCA
Harbour Capital Advisors
Virginia
$89.7K +$85.9K 1 0.04% New
897
CCM
Concourse Capital Management
Georgia
$89K +$87.1K 1 0.05% New
898
HDIM
Hanson & Doremus Investment Management
Vermont
$88K $0 2 0.04% Maintained
899
JCM
Jacobi Capital Management
Pennsylvania
$88K +$2.84K 2 0.05% Increased
900
WEC
Winslow Evans & Crocker
Massachusetts
$86.6K -$27.5K 3 0.03% Reduced