← 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
701	FAN Financial Advisors Network Tustin, California	$809K	+$3.11K	1	0.55%	Increased
702	ED Exane Derivatives Paris, France	$808K	+$795K	1	0.14%	Increased
703	TL TrueWealth LLC Atlanta, Georgia	$808K	+$795K	2	0.38%	New
704	RWA River Wealth Advisors Camp Hill, Pennsylvania	$803K	-$56.2K	1	0.33%	Reduced
705	HCM Horrell Capital Management Little Rock, Arkansas	$800K	+$14.7K	2	0.42%	Increased
706	MA Mutual Advisors Omaha, Nebraska	$798K	+$785K	1	0.3%	New
707	SWM SeaCrest Wealth Management Purchase, New York	$798K	+$778K	4	0.15%	New
708	SA Strategic Advisors New York	$798K	-$48.7K	1	0.33%	Reduced
709	BFIM Beese Fulmer Investment Management Canton, Ohio	$793K	-$3.89K	1	0.17%	Reduced
710	RI Ridgewood Investments Springfield, New Jersey	$792K	$0	1	0.71%	Maintained
711	HP Harvey Partners Tarrytown, New York	$791K	+$793K	1	1%	New
712	AF Ally Financial Detroit, Michigan	$790K	+$777K	1	0.15%	New
713	AIM Allen Investment Management New York	$786K	$0	2	0.04%	Maintained
714	O'Shaughnessy Asset Management Stamford, Connecticut	$786K	-$880K	1	0.02%	Reduced
715	Calamos Wealth Management Naperville, Illinois	$785K	-$20.8K	1	0.1%	Reduced
716	SCI S&CO Inc Boston, Massachusetts	$785K	$0	2	0.1%	Maintained
717	BSB Bangor Savings Bank Bangor, Maine	$783K	+$771K	1	0.15%	New
718	MAI Capital Management Independence, Ohio	$780K	+$5.21K	1	0.04%	Increased
719	HM Payson & Co Portland, Maine	$767K	+$5.7K	1	0.03%	Increased
720	MetLife Investment Management Whippany, New Jersey	$764K	+$772K	2	0.01%	New
721	Glenview Trust Louisville, Kentucky	$762K	-$50.5K	1	0.05%	Reduced
722	TAM Tyers Asset Management Austin, Texas	$753K	+$29.7K	2	0.03%	Increased
723	SC Searle & Co Greenwich, Connecticut	$747K	$0	1	0.47%	Maintained
724	Driehaus Capital Management Chicago, Illinois	$733K	+$708K	2	0.03%	New
725	IFG Advisory Atlanta, Georgia	$733K	+$722K	1	0.17%	New