← 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	BFO Boston Family Office Boston, Massachusetts	$666K	$0	2	0.05%	Maintained
927	FIA FNY Investment Advisers New York	$665K	-$1.55M	1	0.27%	Reduced
928	Buckingham Strategic Wealth Clayton, Missouri	$659K	-$77.4K	1	0.02%	Reduced
929	EP Eudaimonia Partners Winchester, Tennessee	$659K	+$118K	1	0.12%	Increased
930	Orion Portfolio Solutions Omaha, Nebraska	$659K	-$69.9K	1	0.03%	Reduced
931	Y-Intercept (HK) Hong Kong	$652K	+$641K	1	0.17%	New
932	JWM Jupiter Wealth Management Glendale, Colorado	$651K	$0	1	0.31%	Maintained
933	QI Qtron Investments Boston, Massachusetts	$649K	+$146K	2	0.16%	Increased
934	FWM Frontier Wealth Management Kansas City, Missouri	$645K	+$37.9K	1	0.05%	Increased
935	LIM Longfellow Investment Management Boston, Massachusetts	$645K	-$336K	2	0.09%	Reduced
936	PCM Parsons Capital Management Providence, Rhode Island	$644K	+$35.3K	1	0.05%	Increased
937	Gradient Investments Arden Hills, Minnesota	$642K	-$29K	4	0.02%	Reduced
938	TWI Thomas White International Chicago, Illinois	$642K	+$4.71K	2	0.09%	Increased
939	DI Diligent Investors Redlands, California	$636K	$0	1	0.22%	Maintained
940	Glenview Trust Louisville, Kentucky	$629K	$0	1	0.02%	Maintained
941	SAM Seelaus Asset Management Chatham, New Jersey	$629K	-$13K	1	0.37%	Reduced
942	ZF Zhang Financial Portage, Michigan	$629K	$0	1	0.15%	Maintained
943	Pendal Group Sydney, Australia	$627K	$0	2	0.01%	Maintained
944	SB Sunflower Bank Dallas, Texas	$624K	-$25.7K	1	0.1%	Reduced
945	Exchange Traded Concepts Oklahoma City, Oklahoma	$622K	+$84K	2	0.02%	Increased
946	NFG Next Financial Group Houston, Texas	$616K	-$276K	4	0.05%	Reduced
947	APA American Portfolios Advisors Holbrook, New York	$616K	+$92.6K	4	0.02%	Increased
948	S SimplyRich Carlsbad, California	$614K	$0	1	0.28%	Maintained
949	Bradley Foster & Sargent Hartford, Connecticut	$613K	$0	2	0.01%	Maintained
950	CAM Columbia Asset Management Ann Arbor, Michigan	$613K	+$211K	2	0.14%	Increased