← 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
351
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$8.38M -$7.86K 2 0.59% Reduced
352
SAM
Socorro Asset Management
Texas
$8.35M -$3.5M 1 2.38% Reduced
353
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$8.27M +$379K 1 0.7% Increased
354
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$8.25M -$132K 1 0.14% Reduced
355
Bartlett & Co
Bartlett & Co
Ohio
$8.25M -$131K 1 0.14% Reduced
356
ECM
EagleClaw Capital Management
Massachusetts
$8.24M +$149K 2 1.81% Increased
357
SRC
Shufro Rose & Co
New York
$8.2M -$114K 1 0.59% Reduced
358
Cetera Advisors
Cetera Advisors
Colorado
$8.2M -$74.2K 1 0.17% Reduced
359
PCM
Penn Capital Management
Pennsylvania
$8.11M -$761K 2 0.81% Reduced
360
Hancock Whitney
Hancock Whitney
Mississippi
$8.08M +$37.6K 2 0.25% Increased
361
HPIA
Hamilton Point Investment Advisors
North Carolina
$8.05M +$147K 1 1.92% Increased
362
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$8.04M -$21.2M 3 0.02% Reduced
363
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.03M +$939K 4 0.02% Increased
364
WIC
WealthBridge Investment Counsel
Alberta, Canada
$7.97M -$52.2K 1 3.38% Reduced
365
BCM
Bourgeon Capital Management
Connecticut
$7.87M +$96.9K 1 1.62% Increased
366
FNT
First Nebraska Trust
Nebraska
$7.87M -$135K 1 0.95% Reduced
367
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$7.86M +$418K 2 0.33% Increased
368
First National Trust
First National Trust
Pennsylvania
$7.84M -$1.11M 1 0.41% Reduced
369
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$7.82M -$2.43M 1 0.19% Reduced
370
MYAM
Meiji Yasuda Asset Management
Japan
$7.82M +$23K 1 0.48% Increased
371
Verition Fund Management
Verition Fund Management
Connecticut
$7.79M +$6.38M 2 0.06% Increased
372
MFWM
Motley Fool Wealth Management
Virginia
$7.78M -$59.6K 1 0.34% Reduced
373
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$7.76M +$278K 4 0.03% Increased
374
PAM
Private Asset Management
California
$7.74M -$109K 1 0.95% Reduced
375
Brown Advisory
Brown Advisory
Maryland
$7.71M +$654K 3 0.01% Increased