← 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	Railway Pension Investments London, United Kingdom	$2.31M	$0	1	0.02%	Maintained
602	TD Private Client Wealth New York	$2.3M	-$62.5K	2	0.1%	Reduced
603	PT Plimoth Trust Plymouth, Massachusetts	$2.3M	-$130K	1	0.61%	Reduced
604	Western Wealth Management Golden, Colorado	$2.29M	+$1.33M	1	0.11%	Increased
605	AAM Arabesque Asset Management London, United Kingdom	$2.29M	-$2.04M	1	0.79%	Reduced
606	ACM Arosa Capital Management Miami Beach, Florida	$2.28M	+$428K	1	0.39%	Increased
607	LD Lipe & Dalton Syracuse, New York	$2.28M	-$454K	1	1.11%	Reduced
608	SIC Schwartz Investment Counsel Plymouth, Michigan	$2.28M	+$3.91K	1	0.1%	Increased
609	CNC Canandaigua National Corp Canandaigua, New York	$2.28M	-$86.9K	1	0.35%	Reduced
610	IIM InTrack Investment Management South Burlington, Vermont	$2.27M	+$651K	2	1.85%	Increased
611	Ashton Thomas Private Wealth Scottsdale, Arizona	$2.26M	+$797K	1	0.2%	Increased
612	DA Doliver Advisors Houston, Texas	$2.24M	+$112K	1	0.71%	Increased
613	Sumitomo Life Insurance Tokyo, Japan	$2.24M	-$36.9K	1	0.06%	Reduced
614	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.24M	+$29.1K	2	0.11%	Increased
615	Ritholtz Wealth Management New York	$2.22M	-$85.9K	2	0.15%	Reduced
616	Kingsview Wealth Management Grants Pass, Oregon	$2.22M	+$9.55K	2	0.1%	Increased
617	PGGM Investments Zeist, Netherlands	$2.2M	$0	1	0.01%	Maintained
618	PA PFG Advisors Phoenix, Arizona	$2.19M	+$175K	2	0.22%	Increased
619	MGO One Seven Beachwood, Ohio	$2.19M	+$46.7K	2	0.23%	Increased
620	JWCA J.W. Coons Advisors Columbus, Ohio	$2.18M	-$37.6K	1	0.65%	Reduced
621	PG Patten Group Chattanooga, Tennessee	$2.18M	$0	1	0.61%	Maintained
622	Veritable Wilmington, Delaware	$2.17M	+$114K	2	0.03%	Increased
623	Old National Bancorp Evansville, Indiana	$2.16M	+$123K	2	0.08%	Increased
624	SIA Schechter Investment Advisors Birmingham, Michigan	$2.16M	+$111K	2	0.2%	Increased
625	WA Wambolt & Associates Littleton, Colorado	$2.15M	+$19.7K	1	0.78%	Increased