← 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
726	Ferguson Wellman Capital Management Portland, Oregon	$1.45M	-$101K	1	0.05%	Reduced
727	TIA Trust Investment Advisors Indianapolis, Indiana	$1.45M	+$11.4K	1	1.18%	Increased
728	CIA Cascade Investment Advisors Oregon City, Oregon	$1.43M	-$9.39K	2	0.87%	Reduced
729	JGCM Joseph Group Capital Management Columbus, Ohio	$1.43M	+$204K	1	1.44%	Increased
730	AT Arden Trust Wilmington, Delaware	$1.43M	+$99.9K	1	0.28%	Increased
731	PP Patten & Patten Chattanooga, Tennessee	$1.42M	-$62.6K	1	0.1%	Reduced
732	AA Altman Advisors Chicago, Illinois	$1.42M	+$14.1K	1	0.73%	Increased
733	LSA Lion Street Advisors Austin, Texas	$1.42M	-$168K	1	0.72%	Reduced
734	TAM Tealwood Asset Management Minneapolis, Minnesota	$1.4M	-$3.44K	1	0.6%	Reduced
735	CCS Concentric Capital Strategies Stamford, Connecticut	$1.4M	+$1.41M	1	0.46%	New
736	TD Ameritrade Investment Management Omaha, Nebraska	$1.39M	+$65.7K	2	0.01%	Increased
737	Dakota Wealth Management Palm Beach Gardens, Florida	$1.39M	+$143K	1	0.11%	Increased
738	PAM Premier Asset Management Chicago, Illinois	$1.39M	-$1.26M	1	0.43%	Reduced
739	SCI S&CO Inc Boston, Massachusetts	$1.39M	+$78.3K	2	0.1%	Increased
740	CoreCap Advisors Southfield, Michigan	$1.38M	-$75.4K	1	0.1%	Reduced
741	IRC Investors Research Corp Atlanta, Georgia	$1.38M	+$56.6K	3	0.39%	Increased
742	VAS Valicenti Advisory Services Elmira, New York	$1.38M	+$42.6K	1	0.36%	Increased
743	CCA Checchi Capital Advisers Beverly Hills, California	$1.38M	+$28.1K	2	0.12%	Increased
744	RVPG Relative Value Partners Group	$1.37M	+$1.44M	1	0.1%	New
745	SCM SG Capital Management Chicago, Illinois	$1.37M	-$30.6K	1	0.67%	Reduced
746	Vontobel Holding Zurich, Switzerland	$1.36M	-$1.03M	2	0.01%	Reduced
747	FL Fort LP Chevy Chase, Maryland	$1.36M	+$589K	2	0.51%	Increased
748	Belpointe Asset Management Reno, Nevada	$1.36M	+$621K	3	0.08%	Increased
749	GAA Green Alpha Advisors Niwot, Colorado	$1.36M	+$36.9K	1	0.91%	Increased
750	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$1.34M	+$68.1K	1	0.2%	Increased