← 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
401	DCM Dupont Capital Management Wilmington, Delaware	$3.48M	+$108K	1	0.08%	Increased
402	Sumitomo Life Insurance Tokyo, Japan	$3.44M	+$584K	1	0.45%	Increased
403	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.4M	-$49.1K	1	0.17%	Reduced
404	Boston Financial Management Boston, Massachusetts	$3.4M	+$371K	1	0.24%	Increased
405	Oppenheimer & Co New York	$3.39M	-$75K	2	0.09%	Reduced
406	MIM Marco Investment Management Atlanta, Georgia	$3.38M	-$53.3K	1	0.56%	Reduced
407	D.A. Davidson & Co Great Falls, Montana	$3.36M	+$124K	2	0.08%	Increased
408	Wasatch Advisors Salt Lake City, Utah	$3.35M	-$709K	1	0.05%	Reduced
409	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.31M	+$70.1K	1	1.7%	Increased
410	VAM Visionary Asset Management Houston, Texas	$3.29M	-$410K	1	0.96%	Reduced
411	ISB Iowa State Bank Urbandale, Iowa	$3.29M	+$21.7K	1	1.58%	Increased
412	LM Lincluden Management Mississauga, Ontario, Canada	$3.29M	-$33.7K	1	0.28%	Reduced
413	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.26M	-$305K	1	0.16%	Reduced
414	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$3.25M	+$81.9K	1	0.62%	Increased
415	KFP Keystone Financial Planning Cleveland, Ohio	$3.23M	-$2.54M	1	1.95%	Reduced
416	Creative Planning Overland Park, Kansas	$3.21M	+$390K	4	0.02%	Increased
417	Gratus Capital Atlanta, Georgia	$3.19M	$0	1	0.46%	Maintained
418	TA Teton Advisors Rye, New York	$3.18M	$0	2	0.31%	Maintained
419	Sigma Planning Corp Ann Arbor, Michigan	$3.17M	+$687K	1	0.3%	Increased
420	MCM Marathon Capital Management Hunt Valley, Maryland	$3.17M	$0	1	1.49%	Maintained
421	HCA Horan Capital Advisors Cincinnati, Ohio	$3.17M	+$14.5K	1	2.15%	Increased
422	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.17M	-$2.26M	3	0%	Reduced
423	Eastern Bank Boston, Massachusetts	$3.16M	+$292K	1	0.23%	Increased
424	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.14M	-$23.2K	1	0.32%	Reduced
425	Atria Investments Charlotte, North Carolina	$3.12M	+$335K	2	0.19%	Increased