← 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	MCM Manchester Capital Management Manchester, Vermont	$318K	+$11.3K	2	0.05%	Increased
902	CAM Columbia Asset Management Ann Arbor, Michigan	$317K	-$322K	1	0.09%	Reduced
903	NewEdge Advisors New Orleans, Louisiana	$316K	-$9.98K	1	0.03%	Reduced
904	AC Abbrea Capital Greenbrae, California	$311K	$0	1	0.1%	Maintained
905	CAM Cozad Asset Management Champaign, Illinois	$311K	+$332K	1	0.1%	New
906	SCA Sippican Capital Advisors Boston, Massachusetts	$311K	-$1.02M	1	0.31%	Reduced
907	Eagle Asset Management St Petersburg, Florida	$309K	+$34.2K	1	0%	Increased
908	HAM Highstreet Asset Management London, Ontario, Canada	$309K	-$33.4K	1	0.02%	Reduced
909	OAM Oak Asset Management Westlake Village, California	$309K	+$320K	1	0.21%	New
910	WI Wedgewood Investors Erie, Pennsylvania	$308K	-$15.5K	1	0.53%	Reduced
911	Belpointe Asset Management Reno, Nevada	$307K	+$120K	1	0.09%	Increased
912	CA Capital Advantage Walnut Creek, California	$306K	+$23.5K	1	0.07%	Increased
913	IIM Ironwood Investment Management Boston, Massachusetts	$306K	-$7.74K	1	0.22%	Reduced
914	RCS Retirement Capital Strategies San Jose, California	$306K	$0	1	0.16%	Maintained
915	Fayez Sarofim & Co Houston, Texas	$305K	$0	1	0%	Maintained
916	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$300K	$0	1	0.03%	Maintained
917	Cetera Advisor Networks El Segundo, California	$300K	-$3.87K	1	0.02%	Reduced
918	FAIM Financial Advocates Investment Management Olympia, Washington	$298K	-$43.3K	1	0.04%	Reduced
919	TCB Texas Capital Bancshares Dallas, Texas	$297K	+$3.09K	1	0.64%	Increased
920	EMG Ellington Management Group Old Greenwich, Connecticut	$291K	-$456K	1	0.02%	Reduced
921	F.L. Putnam Investment Management Lynnfield, Massachusetts	$290K	+$77.9K	1	0.03%	Increased
922	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$284K	+$294K	1	0.03%	New
923	SAA Southeast Asset Advisors Thomasville, Georgia	$284K	$0	1	0.08%	Maintained
924	WI Wintrust Investments Chicago, Illinois	$284K	+$294K	1	0.05%	New
925	BO Bach Option Wanchai, Hong Kong	$283K	+$293K	1	0.13%	New