← 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
851	Engineers Gate Manager New York	$16.3M	+$6.17M	3	0.21%	Increased
852	ACM Arrow Capital Management New York	$16.3M	+$181K	1	9.02%	Increased
853	NL NWAM LLC Mercer Island, Washington	$16.2M	-$717K	2	0.81%	Reduced
854	WAS WESPAC Advisors SoCal Pasadena, California	$16.2M	+$434K	2	2.89%	Increased
855	TAMH Taikang Asset Management (HK) Hong Kong	$16.2M	+$5.51M	1	1.47%	Increased
856	Ashton Thomas Private Wealth Scottsdale, Arizona	$16.1M	+$869K	4	0.34%	Increased
857	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$16.1M	-$210K	2	6.76%	Reduced
858	Capstone Investment Advisors New York	$16.1M	-$3.61M	3	0.03%	Reduced
859	GGHC Gilder Gagnon Howe & Co New York	$16.1M	-$2.87M	1	0.17%	Reduced
860	Mission Wealth Management Santa Barbara, California	$16M	+$7.99M	4	0.2%	Increased
861	Axxcess Wealth Management Carlsbad, California	$16M	-$37.6K	3	0.25%	Reduced
862	FDP Financiere des Professionnels Montreal, Quebec, Canada	$15.9M	-$1.13M	3	0.9%	Reduced
863	CG Cynosure Group Salt Lake City, Utah	$15.9M	+$745K	2	2.39%	Increased
864	RWA River Wealth Advisors Camp Hill, Pennsylvania	$15.9M	+$8.06K	1	1.66%	Increased
865	FMI F/M Investments Washington, District of Columbia	$15.9M	+$1.05M	3	0.81%	Increased
866	Slate Path Capital New York	$15.9M	-$105M	1	0.22%	Reduced
867	RCM Radnor Capital Management Wayne, Pennsylvania	$15.9M	-$421K	2	2.23%	Reduced
868	Perigon Wealth Management San Francisco, California	$15.8M	-$382K	4	0.25%	Reduced
869	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$15.8M	+$262K	2	1.13%	Increased
870	CSM Advisors Warrendale, Pennsylvania	$15.8M	+$2.17M	2	0.34%	Increased
871	BVL Beau Ventures, LLc Pittsford, New York	$15.8M	+$9.04K	1	1.72%	Increased
872	Jefferies Financial Group New York	$15.8M	-$5.73M	3	0.1%	Reduced
873	OLA Oliver Luxxe Assets Gladstone, New Jersey	$15.8M	-$2.97M	2	2.32%	Reduced
874	NG NWK Group San Francisco, California	$15.8M	+$52.1K	1	4.87%	Increased
875	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$15.7M	$0	1	1.06%	Maintained