← 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
501
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$4.44M +$19.1K 3 0.26% Increased
502
LSAG
Lake Street Advisors Group
New Hampshire
$4.34M +$48.4K 2 0.27% Increased
503
SFG
StrategIQ Financial Group
Indiana
$4.33M $0 1 0.5% Maintained
504
BCM
Beddow Capital Management
Wyoming
$4.32M +$36K 1 2.16% Increased
505
Algert Global
Algert Global
California
$4.29M +$4.21M 1 0.2% New
506
AGAM
Avalon Global Asset Management
California
$4.28M +$4.16M 1 2.11% New
507
UBS O'Connor
UBS O'Connor
Illinois
$4.28M -$5.19M 1 0.1% Reduced
508
SCA
Stonebridge Capital Advisors
Minnesota
$4.27M -$46.7K 3 0.49% Reduced
509
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$4.26M +$376K 1 0.17% Increased
510
EGI
EAM Global Investors
California
$4.22M +$2.59M 1 1.19% Increased
511
Clearstead Advisors
Clearstead Advisors
Ohio
$4.2M +$152K 2 0.31% Increased
512
IWP
Icon Wealth Partners
Texas
$4.18M +$4.06M 1 0.45% New
513
PRC
Pearl River Capital
Michigan
$4.14M +$2.23M 1 0.66% Increased
514
ISB
Iowa State Bank
Iowa
$4.14M -$1.2M 1 1.04% Reduced
515
CT
Colonial Trust
South Carolina
$4.12M +$30.7K 2 1.05% Increased
516
Graham Capital Management
Graham Capital Management
Connecticut
$4.12M -$75.7K 1 0.13% Reduced
517
CCS
Concentric Capital Strategies
Connecticut
$4.11M +$4.04M 1 1.35% New
518
SAM
Selway Asset Management
$4.11M +$11.7K 1 1.97% Increased
519
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.09M $0 1 0.09% Maintained
520
Advisor Partners II
Advisor Partners II
California
$4.08M +$423K 2 0.23% Increased
521
SCA
Snowden Capital Advisors
New York
$4.07M -$195K 3 0.16% Reduced
522
FRA
Front Row Advisors
California
$4.06M -$73.3K 2 1.95% Reduced
523
CPC
Consolidated Planning Corp
Georgia
$4.06M -$99.2K 1 1.05% Reduced
524
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.04M +$823K 4 0.02% Increased
525
Cullen Capital Management
Cullen Capital Management
New York
$4.02M +$3.9M 1 0.04% New