← 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
901	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$83K	-$44.2K	1	0.05%	Reduced
902	WF WealthTrust Fairport Cleveland, Ohio	$78K	-$13.6K	1	0.01%	Reduced
903	FGA Flood Gamble Associates New York	$77K	+$17.8K	1	0.04%	Increased
904	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$76K	+$11.8K	1	0.04%	Increased
905	EP Edinburgh Partners Edinburgh, United Kingdom	$75K	$0	1	0.01%	Maintained
906	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$74K	-$400K	2	0.05%	Reduced
907	VNB Valley National Bancorp New York	$72K	$0	1	0.09%	Maintained
908	SNT Security National Trust Wheeling, West Virginia	$70K	$0	2	0.03%	Maintained
909	RFA Reilly Financial Advisors La Mesa, California	$63K	+$10.6K	2	0.02%	Increased
910	HI Hudock Inc Williamsport, Pennsylvania	$60K	$0	3	0.05%	Maintained
911	LFR Lehman Financial Resources Media, Pennsylvania	$60K	+$14.7K	1	0.03%	Increased
912	RCM Rotella Capital Management Bellevue, Washington	$59K	+$65.9K	1	0.07%	New
913	Wealthfront Palo Alto, California	$55K	+$53.4K	2	0.01%	New
914	CA CapWealth Advisors Franklin, Tennessee	$53K	$0	1	0.01%	Maintained
915	PAS Partnervest Advisory Services Santa Barbara, California	$52K	$0	1	0.02%	Maintained
916	TCCM Timber Creek Capital Management Boston, Massachusetts	$51K	+$20.9K	1	0.05%	Increased
917	AW Alpha Windward Westwood, Massachusetts	$48K	$0	1	0.03%	Maintained
918	FI FCM Investments Dallas, Texas	$45K	$0	1	0.02%	Maintained
919	KC Kingfisher Capital Charlotte, North Carolina	$44K	-$714	1	0.02%	Reduced
920	NES New England Securities New York	$43K	-$5.58K	2	0.02%	Reduced
921	ST Somerset Trust Somerset, Pennsylvania	$39K	$0	1	0.03%	Maintained
922	Gradient Investments Arden Hills, Minnesota	$38K	-$2.7K	2	0.01%	Reduced
923	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$38K	$0	2	0.02%	Maintained
924	ACS Archford Capital Strategies Swansea, Illinois	$36.8K	+$36.2K	2	0.03%	New
925	CCS Crosspoint Capital Strategies Orinda, California	$35K	$0	2	0.01%	Maintained