← 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	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$7.35M	-$3.08M	1	1.57%	Reduced
352	AIC AWM Investment Company New York	$7.32M	+$922K	1	0.94%	Increased
353	Hancock Whitney Gulfport, Mississippi	$7.25M	+$198K	3	0.25%	Increased
354	Cetera Advisors Denver, Colorado	$7.23M	+$37.1K	1	0.14%	Increased
355	Ethic Inc New York	$7.22M	+$2.11M	3	0.5%	Increased
356	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.22M	-$1.2M	4	0.07%	Reduced
357	BAM Blueshift Asset Management Red Bank, New Jersey	$7.2M	+$6.01M	1	0.66%	Increased
358	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$7.19M	+$122K	1	1.85%	Increased
359	AWM Avitas Wealth Management Los Angeles, California	$7.01M	+$2.87M	2	1.27%	Increased
360	FA FDx Advisors Chicago, Illinois	$6.97M	-$1.62M	3	0.24%	Reduced
361	ECM EagleClaw Capital Management Boston, Massachusetts	$6.95M	-$315K	1	1.6%	Reduced
362	Bartlett & Co Wealth Management Cincinnati, Ohio	$6.92M	-$335K	3	0.12%	Reduced
363	Bartlett & Co Cincinnati, Ohio	$6.92M	-$335K	3	0.12%	Reduced
364	FNT First Nebraska Trust Lincoln, Nebraska	$6.91M	-$3.91K	1	0.82%	Reduced
365	WIC Willis Investment Counsel Gainesville, Georgia	$6.88M	+$7.1M	1	0.36%	New
366	SRC Shufro Rose & Co New York	$6.88M	-$76.6K	1	0.53%	Reduced
367	Nissay Asset Management Tokyo, Japan	$6.85M	+$166K	1	0.06%	Increased
368	MML Investors Services Springfield, Massachusetts	$6.84M	+$323K	3	0.05%	Increased
369	SCM Sirios Capital Management Boston, Massachusetts	$6.84M	+$7.05M	1	0.91%	New
370	Brown Advisory Baltimore, Maryland	$6.71M	-$139K	2	0.01%	Reduced
371	Nicholas Company Milwaukee, Wisconsin	$6.65M	$0	1	0.12%	Maintained
372	Kestra Advisory Services Austin, Texas	$6.62M	+$250K	3	0.07%	Increased
373	PGA Portland Global Advisors Portland, Maine	$6.59M	+$1.85M	2	1.13%	Increased
374	RWA Wealth Partners Newton, Massachusetts	$6.46M	-$4.08M	1	0.42%	Reduced
375	MFWM Motley Fool Wealth Management Alexandria, Virginia	$6.43M	-$175K	1	0.31%	Reduced