← 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	SCP Shorepoint Capital Partners Norwood, Massachusetts	$7.94M	+$2.28M	1	1.94%	Increased
552	SCM Sandler Capital Management New York	$7.93M	+$6.94M	1	0.58%	New
553	CIBC Private Wealth Group Atlanta, Georgia	$7.88M	+$694K	3	0.02%	Increased
554	WC Westhampton Capital Winston-Salem, North Carolina	$7.79M	-$36.9K	1	4.25%	Reduced
555	TFA Transamerica Financial Advisors St. Petersburg, Florida	$7.74M	+$6.12M	2	0.79%	Increased
556	BHA Beech Hill Advisors New York	$7.68M	-$102K	1	3.19%	Reduced
557	Gratus Capital Atlanta, Georgia	$7.68M	+$1.52M	1	0.35%	Increased
558	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$7.65M	-$33.6K	3	2.74%	Reduced
559	EI EAM Investors Solana Beach, California	$7.64M	-$1.81M	3	1.19%	Reduced
560	MIP Marietta Investment Partners Milwaukee, Wisconsin	$7.59M	+$1.13M	1	1.66%	Increased
561	PCA Providence Capital Advisors Charlotte, North Carolina	$7.59M	+$121K	1	1.66%	Increased
562	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.58M	+$1.05M	4	0.05%	Increased
563	AE Wealth Management Topeka, Kansas	$7.57M	-$2.96M	1	0.09%	Reduced
564	IEQ Capital Foster City, California	$7.56M	+$609K	1	0.11%	Increased
565	Ashton Thomas Private Wealth Scottsdale, Arizona	$7.42M	+$953K	1	0.43%	Increased
566	TPM Triasima Portfolio Management Montreal, Quebec, Canada	$7.32M	-$597K	3	0.61%	Reduced
567	SL Summitry LLC Foster City, California	$7.31M	-$2.48M	1	0.38%	Reduced
568	CFSG Community Financial Services Group Newport, Vermont	$7.28M	+$6.37M	1	1.66%	New
569	CT Colonial Trust Spartanburg, South Carolina	$7.25M	-$241K	2	1.36%	Reduced
570	BPIM Brant Point Investment Management New York	$7.21M	+$414K	1	0.6%	Increased
571	Panagora Asset Management Boston, Massachusetts	$7.19M	-$647K	3	0.04%	Reduced
572	CPC Consolidated Planning Corp Atlanta, Georgia	$7.19M	-$478K	1	1.23%	Reduced
573	Graham Capital Management Rowayton, Connecticut	$7.17M	+$2.22M	3	0.14%	Increased
574	Vestmark Advisory Solutions Wakefield, Massachusetts	$7.16M	+$11.8K	2	0.31%	Increased
575	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.15M	+$15.2K	2	0.22%	Increased