← 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	BA BKS Advisors Southfield, Michigan	$1.03M	+$8.77K	1	0.42%	Increased
702	Ingalls & Snyder LLC New York	$1.03M	$0	1	0.05%	Maintained
703	Patten & Patten Chattanooga, Tennessee	$1.03M	$0	1	0.11%	Maintained
704	Profund Advisors Bethesda, Maryland	$1.03M	+$208K	2	0.05%	Increased
705	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$1.03M	+$3.81K	1	0.19%	Increased
706	Holderness Investments Company Greensboro, North Carolina	$1.02M	+$10.4K	1	0.49%	Increased
707	EOCM Energy Opportunities Capital Management Austin, Texas	$1.01M	-$681K	1	2.34%	Reduced
708	AIM Assured Investment Management New York	$1.01M	+$515K	2	0.01%	Increased
709	Chemical Bank Detroit, Michigan	$1M	-$210K	1	0.11%	Reduced
710	MCM McRae Capital Management Morristown, New Jersey	$1M	+$43.9K	1	0.42%	Increased
711	Smithfield Trust Pittsburgh, Pennsylvania	$992K	-$51.8K	3	0.11%	Reduced
712	Advisornet Financial Minnetonka, Minnesota	$990K	+$578K	3	0.12%	Increased
713	Prio Wealth Limited Partnership Boston, Massachusetts	$985K	-$1.57M	1	0.05%	Reduced
714	Cigna Investments Bloomfield, Connecticut	$970K	-$34.3K	1	0.11%	Reduced
715	FMB Field & Main Bank Henderson, Kentucky	$967K	+$915K	1	0.91%	New
716	Wedbush Securities Los Angeles, California	$967K	+$291K	2	0.1%	Increased
717	AI ArchPoint Investors Coral Gables, Florida	$962K	$0	2	0.29%	Maintained
718	GCA Gideon Capital Advisors New York	$945K	-$947K	1	0.34%	Reduced
719	Laurion Capital Management New York	$945K	+$530K	1	0.01%	Increased
720	Capital International Los Angeles, California	$944K	-$249K	1	0.23%	Reduced
721	Argent Trust Co Nashville, Tennessee	$943K	+$25.2K	2	0.1%	Increased
722	Capital Investment Advisors Atlanta, Georgia	$943K	-$110K	1	0.06%	Reduced
723	DI DAGCO Inc Westlake, Ohio	$924K	-$37.7K	1	1%	Reduced
724	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$921K	-$61K	1	0.48%	Reduced
725	Patten Group Chattanooga, Tennessee	$913K	+$4.96K	1	0.39%	Increased