← 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
926
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$283K -$3.87K 1 0.08% Reduced
927
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$282K -$23.2K 1 0.02% Reduced
928
DWM
Doyle Wealth Management
Florida
$279K +$289K 1 0.05% New
929
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$279K -$5.65K 1 0.08% Reduced
930
LIM
Leavell Investment Management
Alabama
$278K +$5.49K 1 0.03% Increased
931
VCM
Vigilant Capital Management
Maine
$276K +$92.8K 2 0.04% Increased
932
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$274K +$283K 1 0.05% New
933
CPO
Cerity Partners OCIO
New York
$273K -$38.8K 1 0.02% Reduced
934
BRF
B. Riley Financial
California
$272K +$8.04K 1 0.07% Increased
935
WEC
Winslow Evans & Crocker
Massachusetts
$272K +$10.5K 3 0.09% Increased
936
RIG
Roosevelt Investment Group
New York
$268K $0 1 0.03% Maintained
937
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$265K $0 1 0.01% Maintained
938
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$263K -$1.72K 1 0.01% Reduced
939
CWA
Clarus Wealth Advisors
Arizona
$263K +$45.3K 2 0.2% Increased
940
Marshall Wace
Marshall Wace
United Kingdom
$263K +$273K 1 0% New
941
BAC
Boys Arnold & Co
North Carolina
$262K +$16.2K 1 0.04% Increased
942
PFBT
Parkside Financial Bank & Trust
Missouri
$260K +$93.2K 3 0.1% Increased
943
PCM
Parsons Capital Management
Rhode Island
$260K $0 1 0.03% Maintained
944
PV
Private Vista
Illinois
$260K +$269K 1 0.06% New
945
RTS
Round Table Services
New Jersey
$258K +$274K 1 0.09% New
946
AC
Addison Capital
Pennsylvania
$255K +$264K 1 0.2% New
947
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$255K +$23.1K 1 0.01% Increased
948
DA
Doliver Advisors
Texas
$254K +$22.6K 1 0.11% Increased
949
ACM
Argyle Capital Management
Pennsylvania
$251K +$260K 1 0.1% New
950
CPC
Congress Park Capital
New York
$251K $0 1 0.24% Maintained