← 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	RSC Red Spruce Capital Berwyn, Pennsylvania	$3.01M	-$62.1K	1	1.76%	Reduced
602	SignatureFD Atlanta, Georgia	$3M	+$104K	5	0.08%	Increased
603	FM Foster & Motley Cincinnati, Ohio	$3M	-$202K	1	0.24%	Reduced
604	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$3M	+$186K	1	1.69%	Increased
605	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$3M	-$7.99K	1	1.56%	Reduced
606	Edmond de Rothschild Holding Chambesy, Switzerland	$2.99M	+$79.3K	2	0.07%	Increased
607	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.97M	-$587K	2	0.14%	Reduced
608	OF Outfitter Financial Brunswick, Maine	$2.96M	-$420K	2	2.67%	Reduced
609	LFP Leeward Financial Partners Bellevue, Washington	$2.95M	+$98.9K	1	1.81%	Increased
610	MIM Marco Investment Management Atlanta, Georgia	$2.92M	$0	1	0.33%	Maintained
611	CA Callahan Advisors Houston, Texas	$2.92M	+$441K	1	0.38%	Increased
612	Atria Wealth Solutions New York	$2.91M	-$236K	3	0.04%	Reduced
613	NGA Naples Global Advisors Naples, Florida	$2.91M	+$56.6K	2	0.36%	Increased
614	CA Cornerstone Advisors Asheville, North Carolina	$2.91M	+$2.83M	1	0.14%	New
615	ACL Applied Capital LLC Hollywood, Florida	$2.91M	-$31.1K	1	2.89%	Reduced
616	DA Doliver Advisors Houston, Texas	$2.9M	+$114K	1	0.91%	Increased
617	JGUA John G. Ullman & Associates Corning, New York	$2.9M	-$39.3K	1	0.45%	Reduced
618	Central Trust Company Jefferson City, Missouri	$2.89M	+$8.16K	4	0.08%	Increased
619	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$2.88M	-$32.2K	2	0.05%	Reduced
620	Bridges Investment Management Omaha, Nebraska	$2.88M	+$6.99K	1	0.1%	Increased
621	RBC Romano Brothers & Co Evanston, Illinois	$2.87M	-$223K	1	0.44%	Reduced
622	NWM Northcape Wealth Management Williamsville, New York	$2.86M	+$212K	1	1.03%	Increased
623	Quantbot Technologies New York	$2.85M	+$1.23M	2	0.2%	Increased
624	ATC Argent Trust Co Nashville, Tennessee	$2.84M	-$365K	1	0.18%	Reduced
625	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.8M	+$2.72M	1	0.03%	New