← 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
1001	IAM Integre Asset Management New York	$166K	+$168K	1	0.1%	New
1002	MassMutual Private Wealth & Trust Windsor, Connecticut	$165K	+$3.79K	1	0.01%	Increased
1003	DBT Dubuque Bank & Trust Dubuque, Iowa	$163K	+$2.64K	2	0.02%	Increased
1004	DCM Delpha Capital Management New York	$161K	+$158K	4	0.17%	New
1005	ADL Asset Dedication LLC San Francisco, California	$158K	-$18K	1	0.06%	Reduced
1006	MGO One Seven Beachwood, Ohio	$153K	+$149K	3	0.07%	New
1007	YWP YorkBridge Wealth Partners New York	$152K	-$78.2K	1	0.07%	Reduced
1008	BTIS BB&T Investment Services Charlotte, North Carolina	$151K	+$24.6K	2	0.03%	Increased
1009	PCP Proficio Capital Partners Newton, Massachusetts	$151K	+$4.48K	2	0.05%	Increased
1010	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$150K	$0	2	0.05%	Maintained
1011	Evercore Wealth Management New York	$146K	-$3.27K	1	0.01%	Reduced
1012	PGA Premia Global Advisors Coral Gables, Florida	$146K	+$140K	1	0.14%	New
1013	SLF Sun Life Financial Toronto, Ontario, Canada	$143K	$0	1	0.01%	Maintained
1014	Cohen & Steers New York	$142K	$0	1	0%	Maintained
1015	RE RBC Europe London, United Kingdom	$141K	$0	1	0.02%	Maintained
1016	PFA Pathway Financial Advisors South Burlington, Vermont	$137K	+$134K	2	0.08%	New
1017	C Cerebellum San Francisco, California	$130K	+$128K	1	0.09%	New
1018	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$128K	-$619	2	0%	Reduced
1019	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$121K	-$150K	1	0.01%	Reduced
1020	Citizens Financial Group Providence, Rhode Island	$118K	-$15.3K	1	0.01%	Reduced
1021	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$118K	+$116K	1	0.1%	New
1022	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$118K	+$1.94K	2	0.04%	Increased
1023	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$118K	+$112K	1	0.24%	New
1024	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$115K	+$78	1	0.05%	Increased
1025	GLI Guardian Life Insurance New York	$114K	+$33.1K	1	0.02%	Increased