← 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
651	WBC West Branch Capital Amherst, Massachusetts	$1M	+$1.03M	1	1.1%	New
652	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$998K	-$54.9K	1	1.18%	Reduced
653	IFG Advisory Atlanta, Georgia	$994K	+$259K	1	0.22%	Increased
654	BWM BerganKDV Wealth Management Bloomington, Minnesota	$992K	-$164	1	0.27%	Reduced
655	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$991K	+$18.3K	1	0.19%	Increased
656	MML Investors Services Springfield, Massachusetts	$982K	-$88.7K	1	0.02%	Reduced
657	Voloridge Investment Management Jupiter, Florida	$982K	-$4.28M	1	0.02%	Reduced
658	IFS Ifrah Financial Services Little Rock, Arkansas	$980K	-$656	1	0.36%	Reduced
659	EI EDMP Inc Lutz, Florida	$975K	-$6.15K	1	0.96%	Reduced
660	FM Forward Management San Francisco, California	$971K	-$10.8K	1	0.14%	Reduced
661	EWM Elite Wealth Management Kirkland, Washington	$970K	+$87.3K	1	0.8%	Increased
662	SIC SFE Investment Counsel Los Angeles, California	$970K	+$43K	1	0.5%	Increased
663	NB NBT Bank Norwich, New York	$947K	-$34.9K	1	0.16%	Reduced
664	First Manhattan New York	$944K	-$1.64K	4	0.01%	Reduced
665	VCM Virtue Capital Management Brentwood, Tennessee	$933K	+$118K	2	0.49%	Increased
666	Grimes & Company Westborough, Massachusetts	$925K	+$678K	1	0.09%	Increased
667	CBB Citizens Business Bank Ontario, California	$920K	-$131K	1	0.16%	Reduced
668	AI ArchPoint Investors Coral Gables, Florida	$912K	$0	2	0.27%	Maintained
669	SRC Shufro Rose & Co New York	$910K	-$3.86K	1	0.09%	Reduced
670	Tudor Investment Corp Stamford, Connecticut	$908K	-$796K	1	0.03%	Reduced
671	HL Financial Services Louisville, Kentucky	$906K	-$210K	1	0.02%	Reduced
672	Tower Research Capital (TRC) New York	$905K	+$277K	4	0.08%	Increased
673	Clifford Swan Investment Counsel Pasadena, California	$899K	$0	1	0.05%	Maintained
674	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$899K	-$172K	1	0.12%	Reduced
675	Greenleaf Trust Kalamazoo, Michigan	$885K	+$27.8K	2	0.02%	Increased