← 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	SFG StrategIQ Financial Group Merrillville, Indiana	$5.4M	-$196K	1	0.61%	Reduced
552	Segall Bryant & Hamill Chicago, Illinois	$5.39M	-$2.37M	1	0.1%	Reduced
553	BDS Banco de Sabadell Miami, Florida	$5.39M	-$68.2K	3	4.09%	Reduced
554	Panagora Asset Management Boston, Massachusetts	$5.38M	-$1.48M	4	0.03%	Reduced
555	ECM Engle Capital Management Greenwich, Connecticut	$5.38M	+$4.82M	1	1.88%	New
556	Dakota Wealth Management Palm Beach Gardens, Florida	$5.32M	-$366K	2	0.21%	Reduced
557	IEQ Capital Foster City, California	$5.28M	+$50.1K	1	0.09%	Increased
558	BPIM Brant Point Investment Management New York	$5.27M	+$21.3K	1	0.43%	Increased
559	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$5.19M	+$46.8K	1	0.26%	Increased
560	Banque Pictet & Cie Geneva 73, Switzerland	$5.13M	$0	1	0.04%	Maintained
561	RIM Reliant Investment Management Memphis, Tennessee	$5.1M	-$55.4K	1	2.6%	Reduced
562	SCA Stonebridge Capital Advisors St Paul, Minnesota	$5.08M	-$47.5K	2	0.51%	Reduced
563	MIM Moseley Investment Management Bradenton, Florida	$5.05M	-$188K	1	2.81%	Reduced
564	FHB First Hawaiian Bank Honolulu, Hawaii	$4.99M	-$24K	2	0.16%	Reduced
565	MFG Monte Financial Group Guilford, Connecticut	$4.96M	-$323K	1	2.32%	Reduced
566	EP Edgestream Partners Princeton, New Jersey	$4.95M	+$4.25M	2	0.36%	Increased
567	Park Avenue Securities New York	$4.94M	+$388K	3	0.07%	Increased
568	NWM Northwest Wealth Management Spencer, Iowa	$4.9M	-$36.6K	1	1.48%	Reduced
569	TC TownSquare Capital Provo, Utah	$4.9M	+$1.23M	2	0.08%	Increased
570	Ashton Thomas Private Wealth Scottsdale, Arizona	$4.88M	+$20.3K	1	0.31%	Increased
571	ALPS Advisors Denver, Colorado	$4.88M	-$17.2K	3	0.04%	Reduced
572	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4.86M	+$294K	1	0.44%	Increased
573	MIP Marietta Investment Partners Milwaukee, Wisconsin	$4.85M	+$3.64M	1	1.21%	Increased
574	Atria Wealth Solutions New York	$4.85M	-$199K	5	0.06%	Reduced
575	AR Advisory Research Chicago, Illinois	$4.85M	-$847K	4	0.75%	Reduced