← 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
826	CFN Cordasco Financial Network Naples, Florida	$581K	$0	1	0.55%	Maintained
827	Rockefeller Capital Management New York	$581K	-$19.2K	2	0.01%	Reduced
828	AWM Altium Wealth Management Purchase, New York	$578K	-$255K	1	0.11%	Reduced
829	BAS Brown Advisory Securities Baltimore, Maryland	$578K	-$18.6K	1	0.09%	Reduced
830	PTC Private Trust Company Cleveland, Ohio	$577K	-$332K	1	0.12%	Reduced
831	PP PagnatoKarp Partners Reston, Virginia	$574K	+$6.13K	1	0.17%	Increased
832	SC SRB Corp Boston, Massachusetts	$573K	$0	1	0.06%	Maintained
833	FIM Frontier Investment Management Dallas, Texas	$572K	$0	1	0.04%	Maintained
834	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$568K	+$65.4K	1	0.18%	Increased
835	AT Arden Trust Wilmington, Delaware	$567K	-$266K	1	0.09%	Reduced
836	DWM Darwin Wealth Management Tampa, Florida	$560K	$0	1	0.31%	Maintained
837	DI Diligent Investors Redlands, California	$560K	$0	1	0.31%	Maintained
838	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$558K	-$3.03K	1	0.03%	Reduced
839	CPA Court Place Advisors Ellicott City, Maryland	$549K	+$518K	1	0.21%	New
840	Engineers Gate Manager New York	$546K	-$142K	1	0.04%	Reduced
841	GAM Griffin Asset Management New York	$544K	+$2.04K	1	0.08%	Increased
842	DP Dearborn Partners Chicago, Illinois	$538K	$0	1	0.04%	Maintained
843	Salem Investment Counselors Winston Salem, North Carolina	$531K	-$23.6K	2	0.05%	Reduced
844	Parallel Advisors San Francisco, California	$525K	+$26K	3	0.07%	Increased
845	BRWM B. Riley Wealth Management Memphis, Tennessee	$524K	+$494K	1	0.13%	New
846	Bartlett & Co Cincinnati, Ohio	$521K	-$44.9K	2	0.02%	Reduced
847	Bartlett & Co Wealth Management Cincinnati, Ohio	$521K	-$44.9K	2	0.02%	Reduced
848	Annex Advisory Services Brookfield, Wisconsin	$517K	$0	1	0.08%	Maintained
849	Penserra Capital Management Orinda, California	$515K	+$69.8K	2	0.03%	Increased
850	S SimplyRich Carlsbad, California	$510K	$0	1	0.28%	Maintained