← 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
801	CAPTRUST Financial Advisors Raleigh, North Carolina	$507K	+$37K	2	0.03%	Increased
802	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$507K	-$22.8K	1	0.22%	Reduced
803	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$506K	-$18.7K	1	0.3%	Reduced
804	ST Sabal Trust St. Petersburg, Florida	$499K	+$543K	1	0.05%	New
805	CCA Cobblestone Capital Advisors Rochester, New York	$492K	-$18.7K	1	0.05%	Reduced
806	AIM Axiom Investment Management New York	$487K	+$530K	1	0.1%	New
807	FCM Flinton Capital Management Philadelphia, Pennsylvania	$487K	+$113K	1	0.02%	Increased
808	Wealthfront Advisers Palo Alto, California	$485K	+$528K	1	0.01%	New
809	WIA Wealthstreet Investment Advisors Dallas, Texas	$484K	-$176K	1	0.07%	Reduced
810	SA Strategic Advisors New York	$483K	-$45.4K	1	0.21%	Reduced
811	ACM Alethea Capital Management Mercer Island, Washington	$481K	$0	1	0.7%	Maintained
812	Group One Trading Chicago, Illinois	$481K	-$110K	2	0%	Reduced
813	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$481K	$0	1	0.25%	Maintained
814	Moneta Group Investment Advisors St Louis, Missouri	$478K	-$126K	1	0.06%	Reduced
815	NL NWAM LLC Mercer Island, Washington	$478K	-$6.36K	1	0.12%	Reduced
816	TAM Tyers Asset Management Austin, Texas	$477K	-$479K	2	0.02%	Reduced
817	CK Cohen Klingenstein New York	$475K	$0	1	0.07%	Maintained
818	Commerzbank Aktiengesellschaft Frankfurt, Germany	$474K	-$203K	2	0%	Reduced
819	BAS Brown Advisory Securities Baltimore, Maryland	$473K	+$17.4K	1	0.09%	Increased
820	WP WealthPLAN Partners Omaha, Nebraska	$468K	-$16.5K	1	0.08%	Reduced
821	PCM Perritt Capital Management Chicago, Illinois	$467K	-$12.4K	1	0.18%	Reduced
822	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$464K	+$23.9K	1	0.02%	Increased
823	PTC Private Trust Company Cleveland, Ohio	$463K	+$6.73K	1	0.11%	Increased
824	GAMC Garner Asset Management Corp Plano, Texas	$462K	-$249K	1	0.41%	Reduced
825	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$462K	-$56.8K	1	0.14%	Reduced