← 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	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.24M	+$41.6K	2	1.05%	Increased
602	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$1.23M	-$155K	1	0.55%	Reduced
603	CIA Cascade Investment Advisors Oregon City, Oregon	$1.23M	-$18.5K	2	1.16%	Reduced
604	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.22M	+$31.5K	2	0.3%	Increased
605	AL AJO LP Philadelphia, Pennsylvania	$1.22M	-$16.1M	3	0.01%	Reduced
606	IMOV Investment Management of Virginia Richmond, Virginia	$1.22M	-$6.58K	1	0.3%	Reduced
607	Brookfield Corp Toronto, Ontario, Canada	$1.22M	+$1.14M	1	0.01%	New
608	Jupiter Asset Management London, United Kingdom	$1.21M	$0	1	0.04%	Maintained
609	SW StrongBox Wealth Lee's Summit, Missouri	$1.21M	+$193K	2	1.1%	Increased
610	HIM HawsGoodwin Investment Management Franklin, Tennessee	$1.21M	-$257K	1	0.47%	Reduced
611	VC Voit & Company Brookfield, Wisconsin	$1.2M	-$286K	1	1.28%	Reduced
612	Zurich Insurance Group Zurich, Switzerland	$1.2M	$0	1	0.02%	Maintained
613	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.2M	-$835K	1	0.05%	Reduced
614	FMB Field & Main Bank Henderson, Kentucky	$1.19M	+$1.12M	1	1.02%	New
615	EWM Endurance Wealth Management Providence, Rhode Island	$1.19M	$0	2	0.2%	Maintained
616	PAM Premier Asset Management Chicago, Illinois	$1.18M	-$69.5K	1	0.39%	Reduced
617	PP Palladium Partners Norfolk, Virginia	$1.18M	+$18.5K	1	0.08%	Increased
618	PK Pflug Koory Omaha, Nebraska	$1.17M	-$12K	3	0.87%	Reduced
619	ACA Atlas Capital Advisors Jackson, Wyoming	$1.17M	-$376K	2	0.27%	Reduced
620	RC Roubaix Capital Denver, Colorado	$1.16M	+$1.02M	1	1.53%	New
621	LSA L & S Advisors Los Angeles, California	$1.15M	+$1.09M	1	0.17%	New
622	Ingalls & Snyder LLC New York	$1.12M	$0	1	0.06%	Maintained
623	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$1.11M	$0	1	0.18%	Maintained
624	OSIA O'Shares Investment Advisers Boston, Massachusetts	$1.1M	-$1.47M	1	0.14%	Reduced
625	IPW Inlet Private Wealth Jupiter, Florida	$1.1M	-$21.1K	2	0.44%	Reduced