← 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
576	BA BKS Advisors Southfield, Michigan	$1.43M	$0	1	0.52%	Maintained
577	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.43M	-$985	1	0.98%	Reduced
578	CCM Compton Capital Management Providence, Rhode Island	$1.42M	-$2.05K	1	0.6%	Reduced
579	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.42M	$0	1	0.04%	Maintained
580	PVWM Point View Wealth Management Summit, New Jersey	$1.4M	-$21.6K	1	0.67%	Reduced
581	SCA Sippican Capital Advisors Boston, Massachusetts	$1.39M	-$226K	1	1.44%	Reduced
582	SCA Strategic Capital Advisers Denver, Colorado	$1.38M	$0	1	1.36%	Maintained
583	CCT Capital City Trust Tallahassee, Florida	$1.38M	-$96.6K	1	0.59%	Reduced
584	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.38M	+$7.37K	2	0.34%	Increased
585	Ingalls & Snyder LLC New York	$1.37M	$0	2	0.07%	Maintained
586	Jacobs Levy Equity Management Florham Park, New Jersey	$1.37M	-$305K	1	0.02%	Reduced
587	Bessemer Group Woodbridge, New Jersey	$1.36M	+$22.7K	3	0.01%	Increased
588	Caprock Group Boise, Idaho	$1.35M	-$236K	2	0.29%	Reduced
589	NC NewSquare Capital Newtown Square, Pennsylvania	$1.35M	+$164K	1	0.29%	Increased
590	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.33M	$0	1	0.11%	Maintained
591	First Horizon Advisors Memphis, Tennessee	$1.32M	+$21.7K	2	0.13%	Increased
592	FPS Fieldpoint Private Securities Greenwich, Connecticut	$1.32M	-$17.6K	2	0.6%	Reduced
593	PP Palladium Partners Norfolk, Virginia	$1.32M	-$35.7K	1	0.1%	Reduced
594	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.32M	+$182K	2	0.01%	Increased
595	FCCM First City Capital Management Savannah, Georgia	$1.31M	-$228K	1	0.98%	Reduced
596	Sigma Planning Corp Ann Arbor, Michigan	$1.29M	-$457K	1	0.09%	Reduced
597	Edmond de Rothschild Holding Chambesy, Switzerland	$1.29M	+$11.8K	1	0.04%	Increased
598	Private Advisor Group Morristown, New Jersey	$1.28M	-$216K	2	0.05%	Reduced
599	OIA Optimum Investment Advisors Chicago, Illinois	$1.27M	+$33.7K	2	0.37%	Increased
600	CI Cigna Investments Bloomfield, Connecticut	$1.27M	-$16.4K	1	0.09%	Reduced