← 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	NWM Northwest Wealth Management Spencer, Iowa	$1.83M	$0	1	1.26%	Maintained
602	PHS Pekin Hardy Strauss Chicago, Illinois	$1.81M	$0	1	0.31%	Maintained
603	Simplicity Solutions Minneapolis, Minnesota	$1.8M	-$468K	2	0.03%	Reduced
604	EI EAM Investors Solana Beach, California	$1.8M	-$1.7M	1	0.3%	Reduced
605	Clearstead Advisors Cleveland, Ohio	$1.8M	+$26.8K	3	0.16%	Increased
606	IRF IBM Retirement Fund Armonk, New York	$1.78M	+$209K	1	0.12%	Increased
607	SSB Sandy Spring Bank Olney, Maryland	$1.78M	+$333K	1	0.11%	Increased
608	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.77M	-$95.1K	3	0.37%	Reduced
609	CA Callahan Advisors Houston, Texas	$1.76M	-$505K	1	0.26%	Reduced
610	FG Formula Growth Montreal, Quebec, Canada	$1.76M	+$1.33M	1	0.29%	New
611	Capital Analysts LLC Fort Washington, Pennsylvania	$1.75M	-$212K	2	0.15%	Reduced
612	HIC Holderness Investments Company Greensboro, North Carolina	$1.75M	-$24.4K	1	0.68%	Reduced
613	PG Patten Group Chattanooga, Tennessee	$1.74M	+$11.3K	1	0.47%	Increased
614	Nomura Holdings Tokyo, Japan	$1.73M	+$507K	1	0%	Increased
615	CIM Cambria Investment Management Manhattan Beach, California	$1.73M	-$86.4K	2	0.59%	Reduced
616	HCCM Hudson Canyon Capital Management New York	$1.72M	+$1.62M	1	1.37%	New
617	TA Teton Advisors Rye, New York	$1.72M	-$837K	2	0.24%	Reduced
618	Fred Alger Management New York	$1.7M	$0	1	0%	Maintained
619	WAM World Asset Management Detroit, Michigan	$1.7M	-$178K	1	0.16%	Reduced
620	Engineers Gate Manager New York	$1.69M	-$1.98M	5	0.07%	Reduced
621	GCP GSA Capital Partners London, United Kingdom	$1.69M	+$1.13M	3	0.28%	Increased
622	DJSG D.J. St. Germain Springfield, Massachusetts	$1.69M	$0	2	0.12%	Maintained
623	PK Pflug Koory Omaha, Nebraska	$1.68M	-$13.5K	3	0.99%	Reduced
624	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.68M	-$11.9K	2	0.14%	Reduced
625	CI Cigna Investments Bloomfield, Connecticut	$1.67M	+$116K	1	0.13%	Increased