← 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
551	LCP Legacy Capital Partners Milwaukee, Wisconsin	$3.51M	-$270K	1	1.14%	Reduced
552	Sequoia Financial Advisors Akron, Ohio	$3.49M	+$3.1M	2	0.1%	Increased
553	SFI Siemens Fonds Invest Munich, Germany	$3.49M	-$199K	1	0.23%	Reduced
554	MIM Moseley Investment Management Bradenton, Florida	$3.47M	+$16.6K	1	1.57%	Increased
555	SAM Sandbar Asset Management London, United Kingdom	$3.46M	+$3.32M	1	1.73%	New
556	HFM Hartford Financial Management Hartford, Connecticut	$3.46M	$0	1	0.8%	Maintained
557	MWA Meridian Wealth Advisors Austin, Texas	$3.46M	+$180K	1	0.84%	Increased
558	OF Outfitter Financial Brunswick, Maine	$3.45M	-$7.99K	2	2.53%	Reduced
559	AE AMH Equity Great Neck, New York	$3.44M	+$3.14M	1	4.78%	New
560	SSB Sandy Spring Bank Olney, Maryland	$3.43M	+$33.6K	2	0.16%	Increased
561	PCM Prelude Capital Management New York	$3.43M	+$252K	1	0.09%	Increased
562	SW StrongBox Wealth Lee's Summit, Missouri	$3.42M	+$510K	1	1.71%	Increased
563	Davenport & Co Richmond, Virginia	$3.39M	+$55.9K	1	0.02%	Increased
564	MUFG Americas New York	$3.38M	+$34K	1	0.06%	Increased
565	Simplicity Solutions Minneapolis, Minnesota	$3.36M	+$1.73M	2	0.38%	Increased
566	APA American Portfolios Advisors Holbrook, New York	$3.31M	+$994K	4	0.11%	Increased
567	FIM Freedom Investment Management Hartford, Connecticut	$3.31M	-$274K	2	0.24%	Reduced
568	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$3.3M	-$25.5K	1	0.65%	Reduced
569	NRS Neville Rodie & Shaw New York	$3.3M	+$331K	1	0.23%	Increased
570	Laird Norton Wetherby Wealth Management San Francisco, California	$3.29M	+$130K	2	0.18%	Increased
571	Cullen Capital Management New York	$3.29M	-$34.1M	1	0.03%	Reduced
572	BWM BerganKDV Wealth Management Bloomington, Minnesota	$3.27M	-$140K	4	0.34%	Reduced
573	SC Sawyer & Company Boston, Massachusetts	$3.23M	-$27.7K	1	1.4%	Reduced
574	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.23M	-$790K	1	1.03%	Reduced
575	Great Lakes Advisors Chicago, Illinois	$3.23M	-$256K	1	0.05%	Reduced