← 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
901	FBC Fairfield, Bush & Co Darien, Connecticut	$135K	-$305K	1	0.06%	Reduced
902	TF Tompkins Financial Ithaca, New York	$135K	+$24.7K	2	0.03%	Increased
903	Picton Mahoney Asset Management Toronto, Ontario, Canada	$132K	+$127K	1	0.01%	New
904	MIC MU Investments Company Tokyo, Japan	$130K	+$121K	1	0.06%	New
905	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$129K	+$7.12K	1	0.08%	Increased
906	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$125K	-$3.56K	1	0.09%	Reduced
907	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$122K	$0	1	0.07%	Maintained
908	PSI Pinnacle Summer Investments Fairfax, Virginia	$122K	+$85.4K	1	0.02%	Increased
909	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$118K	-$6.06K	3	0.06%	Reduced
910	IC Inverness Counsel New York	$116K	$0	1	0.01%	Maintained
911	CFS Community Financial System Syracuse, New York	$109K	$0	1	0.02%	Maintained
912	Chilton Capital Management Houston, Texas	$109K	$0	1	0.01%	Maintained
913	WEC Winslow Evans & Crocker Boston, Massachusetts	$101K	+$93K	2	0.03%	New
914	RIA Regal Investment Advisors Kentwood, Michigan	$97K	-$42.4K	1	0.06%	Reduced
915	WF WealthTrust Fairport Cleveland, Ohio	$93K	+$23.4K	1	0.01%	Increased
916	Farmers & Merchants Investments Inc Lincoln, Nebraska	$91K	+$13K	2	0.01%	Increased
917	CFA Carroll Financial Associates Charlotte, North Carolina	$90K	$0	2	0.03%	Maintained
918	Livforsakringsbolaget Skandia Stockholm, Sweden	$88K	$0	1	0.06%	Maintained
919	FGA Flood Gamble Associates New York	$82K	$0	1	0.04%	Maintained
920	EP Edinburgh Partners Edinburgh, United Kingdom	$76K	+$71.1K	1	0.01%	New
921	MAS Madden Advisory Services Jacksonville, Florida	$76K	$0	1	0.06%	Maintained
922	VNB Valley National Bancorp New York	$74K	+$69.7K	1	0.07%	New
923	SNT Security National Trust Wheeling, West Virginia	$71K	+$21.3K	2	0.03%	Increased
924	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$64K	-$4.48K	1	0.04%	Reduced
925	HI Hudock Inc Williamsport, Pennsylvania	$60K	+$49.8K	3	0.05%	Increased