← 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
1026	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$176K	-$3.44K	2	0.04%	Reduced
1027	FA Fortis Advisors Wayne, Pennsylvania	$175K	+$170K	1	0.11%	Increased
1028	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$173K	-$4.84K	3	0.06%	Reduced
1029	Beutel, Goodman & Co Toronto, Ontario, Canada	$172K	$0	1	0%	Maintained
1030	FIB First Interstate Bank Billings, Montana	$169K	-$12.5K	2	0.04%	Reduced
1031	KLWA Kelly Lawrence W & Associates Pasadens, California	$166K	$0	1	0.04%	Maintained
1032	ExodusPoint Capital Management New York	$165K	+$126K	1	0.01%	New
1033	IIM Ipswich Investment Management Beverly, Massachusetts	$165K	-$15.4K	2	0.06%	Reduced
1034	Quantbot Technologies New York	$164K	-$3.08M	1	0.02%	Reduced
1035	CQS Credential Qtrade Securities Vancouver,	$158K	-$61K	2	0.03%	Reduced
1036	FPS Fieldpoint Private Securities Greenwich, Connecticut	$157K	+$44.9K	1	0.07%	Increased
1037	WF WealthTrust Fairport Cleveland, Ohio	$149K	-$17.4K	1	0.02%	Reduced
1038	Luther King Capital Management (LKCM) Fort Worth, Texas	$147K	-$6.84K	1	0%	Reduced
1039	CC Claybrook Capital Wellesley, Massachusetts	$145K	+$158K	1	0.04%	New
1040	WDL Well Done LLC Holland, Michigan	$145K	+$158K	1	0.04%	New
1041	Boothbay Fund Management New York	$143K	-$355K	1	0.02%	Reduced
1042	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$141K	$0	1	0.13%	Maintained
1043	SMG Spectrum Management Group Indianapolis, Indiana	$137K	$0	1	0.05%	Maintained
1044	Benjamin F. Edwards & Company St. Louis, Missouri	$130K	-$29.9K	2	0.01%	Reduced
1045	RA Rational Advisors Huntington, New York	$130K	-$1.27M	1	0.04%	Reduced
1046	YWP YorkBridge Wealth Partners New York	$125K	-$15K	2	0.07%	Reduced
1047	AGM Alpine Global Management New York	$124K	+$95.1K	1	0.03%	New
1048	RFA Reilly Financial Advisors La Mesa, California	$124K	-$18.6K	3	0.02%	Reduced
1049	NFG Next Financial Group Houston, Texas	$123K	+$11.5K	4	0.03%	Increased
1050	FWM Focused Wealth Management Newburgh, New York	$121K	-$137K	2	0.04%	Reduced