← 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
776	Wealthspire Advisors (Maryland) Potomac, Maryland	$353K	-$310K	2	0.05%	Reduced
777	IR Invictus RG Hamilton, Bermuda	$351K	+$329K	1	0.24%	New
778	NCM Novare Capital Management Charlotte, North Carolina	$351K	+$336K	1	0.08%	New
779	SI SII Investments Appleton, Wisconsin	$349K	-$155K	1	0.02%	Reduced
780	WI Wedgewood Investors Erie, Pennsylvania	$345K	$0	1	0.3%	Maintained
781	CONA Capital One National Association New York	$342K	-$676K	1	0.03%	Reduced
782	AT Argent Trust San Antonio, Texas	$340K	-$2.13K	1	0.1%	Reduced
783	PL Parkwood LLC Cleveland, Ohio	$340K	+$326K	1	0.05%	New
784	RWA Ropes Wealth Advisors Boston, Massachusetts	$338K	+$42.5K	2	0.1%	Increased
785	HFS Haverford Financial Services Radnor, Pennsylvania	$337K	+$2.13K	1	0.14%	Increased
786	AC Abbrea Capital Greenbrae, California	$335K	+$93.7K	1	0.14%	Increased
787	WIA Westbourne Investment Advisors Annapolis, Maryland	$334K	-$174K	1	0.27%	Reduced
788	MC Menta Capital San Francisco, California	$333K	-$313K	1	0.03%	Reduced
789	CWM Cornerstone Wealth Management St. Peters, Missouri	$332K	-$6.96K	1	0.08%	Reduced
790	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$323K	$0	1	0.03%	Maintained
791	EARNEST Partners Atlanta, Georgia	$323K	-$21K	1	0%	Reduced
792	AssetMark Inc Concord, California	$317K	-$11.2K	4	0%	Reduced
793	Donaldson Capital Management Evansville, Indiana	$317K	-$4.97K	1	0.04%	Reduced
794	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$317K	+$309K	1	0.06%	New
795	Bahl & Gaynor Cincinnati, Ohio	$313K	+$1.26K	1	0%	Increased
796	DCM Dynamic Capital Management St. Helier, Jersey	$313K	+$300K	1	0.05%	New
797	Parallel Advisors San Francisco, California	$313K	+$5.66K	2	0.06%	Increased
798	IIM Ironwood Investment Management Boston, Massachusetts	$311K	$0	1	0.23%	Maintained
799	LAM Lebenthal Asset Management New York	$306K	$0	1	0.04%	Maintained
800	SSG Summit Securities Group New York	$305K	+$293K	1	0.09%	New