← 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
926
EP
Edinburgh Partners
United Kingdom
$77K $0 1 0.01% Maintained
927
MAS
Madden Advisory Services
Florida
$77K +$74.2K 1 0.04% New
928
SNT
Security National Trust
West Virginia
$72K $0 2 0.03% Maintained
929
PIA
Piedmont Investment Advisors
North Carolina
$70.4K +$67.7K 1 0% New
930
SSG
Summit Securities Group
New York
$69K +$66.8K 1 0.02% New
931
NIM
NuWave Investment Management
New Jersey
$66K +$44.7K 1 0.17% Increased
932
VNB
Valley National Bancorp
New York
$64K $0 1 0.08% Maintained
933
LFR
Lehman Financial Resources
Pennsylvania
$62K $0 1 0.03% Maintained
934
HI
Hudock Inc
Pennsylvania
$61K +$194 3 0.07% Increased
935
PAS
Partnervest Advisory Services
California
$60K +$5.79K 1 0.03% Increased
936
TDC
Thompson Davis & Co
Virginia
$60K +$49.8K 2 0.09% Increased
937
CA
CapWealth Advisors
Tennessee
$54K $0 1 0.01% Maintained
938
GSC
Ground Swell Capital
South Carolina
$49K +$47.5K 3 0.1% New
939
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$47K -$28K 2 0.03% Reduced
940
AW
Alpha Windward
Massachusetts
$46K -$2.67K 1 0.03% Reduced
941
FI
FCM Investments
Texas
$46K $0 1 0.02% Maintained
942
TCCM
Timber Creek Capital Management
Massachusetts
$46K $0 1 0.04% Maintained
943
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$44.8K +$13.2K 1 0.01% Increased
944
RCM
Rotella Capital Management
Washington
$42K -$16.1K 1 0.04% Reduced
945
NES
New England Securities
New York
$41K $0 2 0.01% Maintained
946
ST
Somerset Trust
Pennsylvania
$40K $0 1 0.03% Maintained
947
FFC
First Financial Corp
Indiana
$38K +$14.8K 1 0.02% Increased
948
GAM
Gemmer Asset Management
California
$36K $0 2 0.02% Maintained
949
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$35K $0 2 0.01% Maintained
950
MFBTD
MB Financial Bank - Trust Department
Illinois
$34K +$14.5K 2 0% Increased