← 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
601	DVM Dreman Value Management West Palm Beach, Florida	$975K	-$1.04M	1	0.55%	Reduced
602	SB Simmons Bank Pine Bluff, Arkansas	$967K	-$80.6K	2	0.11%	Reduced
603	Tower Research Capital (TRC) New York	$965K	+$688K	5	0.1%	Increased
604	JIP Jaffetilchin Investment Partners Tampa, Florida	$961K	+$939K	1	0.29%	New
605	MSAM Moloney Securities Asset Management Manchester, Missouri	$958K	+$941K	2	0.58%	New
606	HL Financial Services Louisville, Kentucky	$948K	+$20.1K	1	0.02%	Increased
607	CA Callahan Advisors Houston, Texas	$938K	+$18K	1	0.23%	Increased
608	EI EDMP Inc Lutz, Florida	$936K	+$144K	1	0.92%	Increased
609	PCM Perritt Capital Management Chicago, Illinois	$923K	-$47K	1	0.22%	Reduced
610	Old National Bancorp Evansville, Indiana	$920K	-$115K	2	0.05%	Reduced
611	AMIM Aull & Monroe Investment Management Mobile, Alabama	$909K	$0	1	0.51%	Maintained
612	SA Strategic Advisors New York	$880K	-$81.2K	1	0.46%	Reduced
613	CP Camelot Portfolios Maumee, Ohio	$850K	-$675K	1	0.44%	Reduced
614	RWA River Wealth Advisors Camp Hill, Pennsylvania	$845K	-$21.2K	1	0.43%	Reduced
615	RCM Rutabaga Capital Management Boston, Massachusetts	$839K	-$13.4M	1	0.14%	Reduced
616	Park National Corp Newark, Ohio	$838K	+$58.7K	1	0.05%	Increased
617	NPC National Planning Corporation El Segundo, California	$830K	+$45.9K	1	0.06%	Increased
618	PG Patten Group Chattanooga, Tennessee	$827K	-$13.1K	1	0.37%	Reduced
619	IB Intrust Bank Wichita, Kansas	$824K	-$7.08K	1	0.31%	Reduced
620	First Horizon Advisors Memphis, Tennessee	$823K	-$606K	2	0.1%	Reduced
621	PIA Peachtree Investment Advisors Atlanta, Georgia	$821K	-$19.2K	1	0.81%	Reduced
622	AE Wealth Management Topeka, Kansas	$820K	+$802K	1	0.33%	New
623	Smithfield Trust Pittsburgh, Pennsylvania	$820K	-$31.8K	1	0.14%	Reduced
624	Clearstead Advisors Cleveland, Ohio	$815K	+$797K	1	0.13%	New
625	NB NBT Bank Norwich, New York	$812K	+$19K	1	0.14%	Increased