← 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	SCA Stonebridge Capital Advisors St Paul, Minnesota	$6.42M	-$149K	2	0.58%	Reduced
602	Daymark Wealth Partners Cincinnati, Ohio	$6.39M	+$178K	1	0.34%	Increased
603	Park Avenue Securities New York	$6.37M	+$43.9K	3	0.08%	Increased
604	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.35M	-$4.91M	1	1.29%	Reduced
605	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$6.31M	+$150K	2	0.1%	Increased
606	NWM Northwest Wealth Management Spencer, Iowa	$6.31M	-$45.9K	1	1.73%	Reduced
607	SWM Scissortail Wealth Management Tulsa, Oklahoma	$6.29M	-$3.03M	1	1.66%	Reduced
608	Squarepoint New York	$6.28M	+$263K	3	0.01%	Increased
609	ISB Iowa State Bank Urbandale, Iowa	$6.28M	-$656K	1	1.39%	Reduced
610	CA Callahan Advisors Houston, Texas	$6.28M	+$213K	1	0.66%	Increased
611	FRA Front Row Advisors Tiburon, California	$6.28M	+$37.3K	2	2.33%	Increased
612	ONGA O'Neil Global Advisors Los Angeles, California	$6.25M	+$5.47M	1	7.72%	New
613	HFM Hartford Financial Management Hartford, Connecticut	$6.25M	$0	1	1.32%	Maintained
614	MAM Mystic Asset Management Warwick, Rhode Island	$6.24M	+$108K	1	2.58%	Increased
615	SP Stonebrook Private Northville, Michigan	$6.14M	+$374K	1	1.79%	Increased
616	Moore Capital Management New York	$6.13M	-$1.94M	1	0.1%	Reduced
617	SAM Strategy Asset Managers Pasadena, California	$6M	+$30.6K	1	1.28%	Increased
618	PCMH Polymer Capital Management (HK) Hong Kong	$6M	+$5.21M	2	1.51%	New
619	Fifth Third Wealth Advisors Cincinnati, Ohio	$5.95M	+$1.55M	1	0.93%	Increased
620	H HoyleCohen San Diego, California	$5.89M	+$330K	1	0.45%	Increased
621	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.89M	$0	1	0.21%	Maintained
622	EP Wealth Advisors Torrance, California	$5.89M	+$218K	1	0.07%	Increased
623	WCM Windward Capital Management Los Angeles, California	$5.87M	-$89.1K	1	0.49%	Reduced
624	CCM Candelo Capital Management New York	$5.87M	+$3.61M	1	3.59%	Increased
625	FHB First Hawaiian Bank Honolulu, Hawaii	$5.86M	-$474K	2	0.18%	Reduced