← 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
626	CP Covenant Partners Nashville, Tennessee	$1.09M	$0	1	0.51%	Maintained
627	CC Cypress Capital Franklin, Tennessee	$1.09M	+$1.02M	1	0.48%	New
628	Cypress Capital Group Palm Beach, Florida	$1.08M	+$417K	1	0.2%	Increased
629	BBI Baxter Bros Inc Riverside, Connecticut	$1.08M	-$946K	1	0.25%	Reduced
630	BFIM Beese Fulmer Investment Management Canton, Ohio	$1.08M	+$7.52K	2	0.16%	Increased
631	Atria Investments Charlotte, North Carolina	$1.07M	-$946K	1	0.04%	Reduced
632	SRAM Stone Ridge Asset Management New York	$1.07M	-$608K	2	0.17%	Reduced
633	State of Michigan Retirement System Lansing, Michigan	$1.06M	+$249K	1	0.01%	Increased
634	QCM Quest Capital Management Dallas, Texas	$1.06M	+$2.06K	1	0.32%	Increased
635	Banque Cantonale Vaudoise Lausanne, Switzerland	$1.05M	+$100K	1	0.08%	Increased
636	Kintegral Advisory New York	$1.03M	$0	1	0.17%	Maintained
637	Wealthfront Advisers Palo Alto, California	$1.03M	-$779K	1	0.01%	Reduced
638	WIA Wealthstreet Investment Advisors Dallas, Texas	$1.02M	+$386K	2	0.13%	Increased
639	Apriem Advisors Irvine, California	$1.02M	-$59.3K	1	0.21%	Reduced
640	Argent Trust Co Nashville, Tennessee	$1.01M	+$5.32K	2	0.09%	Increased
641	Ethic Inc New York	$1.01M	-$87.5K	2	0.58%	Reduced
642	Janney Capital Management Pittsburgh, Pennsylvania	$1.01M	-$82.2K	1	0.07%	Reduced
643	DT Investment Partners Chadds Ford, Pennsylvania	$1.01M	+$147K	1	0.13%	Increased
644	DI DAGCO Inc Westlake, Ohio	$1M	+$62.6K	1	1.01%	Increased
645	Edge Wealth Management New York	$1M	-$1.73M	2	0.19%	Reduced
646	Patten & Patten Chattanooga, Tennessee	$1M	$0	1	0.11%	Maintained
647	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$999K	+$37K	1	0.79%	Increased
648	Redwood Investment Management Scottsdale, Arizona	$989K	-$624K	1	0.28%	Reduced
649	Allstate Corporation Northbrook, Illinois	$986K	+$123K	1	0.03%	Increased
650	PVWM Point View Wealth Management Summit, New Jersey	$983K	-$140K	1	0.47%	Reduced