← 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
476	YCM Yaupon Capital Management New York	$19.2M	-$3.64M	2	0.79%	Reduced
477	Bailard Foster City, California	$19.1M	-$424K	2	0.49%	Reduced
478	AHC Adell Harriman & Carpenter Houston, Texas	$19.1M	+$524K	1	1.33%	Increased
479	GIM Goelzer Investment Management Carmel, Indiana	$19.1M	-$567K	1	1.11%	Reduced
480	Independent Advisor Alliance Charlotte, North Carolina	$19M	+$2.51M	3	0.25%	Increased
481	Wilmington Savings Fund Society Wilmington, Delaware	$19M	-$882K	4	0.34%	Reduced
482	Busey Bank Urbana, Illinois	$18.9M	-$17.4K	3	0.62%	Reduced
483	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$18.8M	-$489K	2	1.08%	Reduced
484	NRS Neville Rodie & Shaw New York	$18.8M	+$830K	2	1.37%	Increased
485	Avantax Advisory Services Dallas, Texas	$18.8M	+$140K	5	0.12%	Increased
486	Ethic Inc New York	$18.7M	+$7.36M	3	0.38%	Increased
487	AssetMark Inc Concord, California	$18.6M	+$1.1M	5	0.05%	Increased
488	PCR Potrero Capital Research San Francisco, California	$18.5M	-$14.1M	1	6.18%	Reduced
489	World Investment Advisors Santa Barbara, California	$18.4M	+$521K	3	0.5%	Increased
490	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$18.4M	-$1.07M	3	1.82%	Reduced
491	CIBC Private Wealth Group Atlanta, Georgia	$18.3M	+$1.76M	6	0.03%	Increased
492	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$18.1M	-$188K	1	0.08%	Reduced
493	SW SVB Wealth Boston, Massachusetts	$18M	+$18.9M	3	0.34%	New
494	Perfromance Wealth Partners Hinsdale, Illinois	$18M	+$3.6M	2	0.58%	Increased
495	AF Alerus Financial Grand Forks, North Dakota	$18M	+$68.8K	1	1.38%	Increased
496	First Citizens Bank & Trust Raleigh, North Carolina	$18M	+$202K	3	0.33%	Increased
497	AE Wealth Management Topeka, Kansas	$18M	+$3.53M	3	0.15%	Increased
498	Baker Avenue Asset Management San Francisco, California	$17.9M	-$12.1K	3	0.55%	Reduced
499	SCM Soros Capital Management New York	$17.9M	$0	1	2.81%	Maintained
500	FineMark National Bank & Trust Fort Myers, Florida	$17.9M	-$4.12M	2	0.62%	Reduced