← 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
526	IPW Inlet Private Wealth Jupiter, Florida	$2.19M	+$933K	2	0.79%	Increased
527	CAM Cypress Asset Management Houston, Texas	$2.17M	-$121K	1	0.74%	Reduced
528	WesBanco Bank Wheeling, West Virginia	$2.17M	-$3.4K	1	0.11%	Reduced
529	BIA BMT Investment Advisors Berwyn, Pennsylvania	$2.17M	$0	1	1.14%	Maintained
530	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.16M	-$2.59K	1	1.48%	Reduced
531	First Allied Advisory Services San Diego, California	$2.15M	+$280K	3	0.07%	Increased
532	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.15M	$0	1	0.14%	Maintained
533	Stratos Wealth Partners Beachwood, Ohio	$2.15M	+$116K	1	0.09%	Increased
534	SCP Shorepoint Capital Partners Norwood, Massachusetts	$2.13M	-$35.6K	1	1.21%	Reduced
535	PCTC Perkins Coie Trust Company Seattle, Washington	$2.13M	-$6.64K	1	0.97%	Reduced
536	GCP GSA Capital Partners London, United Kingdom	$2.12M	+$200K	2	0.24%	Increased
537	SEC Seven Eight Capital New York	$2.12M	+$497K	1	0.11%	Increased
538	SAM Strategy Asset Managers Pasadena, California	$2.11M	+$13.9K	1	0.6%	Increased
539	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2.1M	-$100K	3	0.42%	Reduced
540	OIM Opus Investment Management Worcester, Massachusetts	$2.1M	$0	1	0.4%	Maintained
541	MUFG Americas New York	$2.09M	-$38.4K	1	0.06%	Reduced
542	PFT Providence First Trust Scottsdale, Arizona	$2.09M	$0	1	1.53%	Maintained
543	KFP Keystone Financial Planning Cleveland, Ohio	$2.08M	-$181K	1	1.02%	Reduced
544	EFEM Eos Focused Equity Management New York	$2.08M	+$122K	1	2.53%	Increased
545	Tower Research Capital (TRC) New York	$2.07M	+$1.16M	5	0.14%	Increased
546	AAM Azzad Asset Management Falls Church, Virginia	$2.06M	+$489K	2	0.57%	Increased
547	North Star Asset Management Neenah, Wisconsin	$2.06M	$0	1	0.16%	Maintained
548	Federated Hermes Pittsburgh, Pennsylvania	$2.06M	-$78.8K	3	0.01%	Reduced
549	MSL Mackay Shields LLC New York	$2.05M	+$2.15M	2	0.01%	New
550	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.98M	+$20.5K	1	0.09%	Increased