← 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
976	Krilogy Financial St. Louis, Missouri	$274K	+$27	2	0.06%	Increased
977	CBU CIBC Bank USA Chicago, Illinois	$273K	$0	1	0.04%	Maintained
978	SIC Shoker Investment Counsel Oxford, Ohio	$273K	$0	1	0.2%	Maintained
979	ACM Argyle Capital Management Center Valley, Pennsylvania	$272K	$0	1	0.1%	Maintained
980	TIA Tiemann Investment Advisors Menlo Park, California	$272K	$0	1	0.21%	Maintained
981	IC InterOcean Capital Chicago, Illinois	$271K	-$15.5K	1	0.03%	Reduced
982	Martingale Asset Management Boston, Massachusetts	$271K	$0	1	0%	Maintained
983	UBV United Bank (Virginia) Vienna, Virginia	$270K	+$255K	1	0.06%	New
984	WEC Winslow Evans & Crocker Boston, Massachusetts	$270K	-$40.9K	3	0.08%	Reduced
985	CQS Credential Qtrade Securities Vancouver,	$269K	+$257K	2	0.05%	New
986	GAM Gemmer Asset Management Walnut Creek, California	$266K	-$6.31K	5	0.08%	Reduced
987	SCA Sippican Capital Advisors Boston, Massachusetts	$265K	-$49.1K	1	0.31%	Reduced
988	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$262K	-$16.4K	1	0.03%	Reduced
989	NIM NuWave Investment Management Parsippany, New Jersey	$261K	+$245K	1	0.39%	Increased
990	KMC Kirr Marbach & Co Columbus, Indiana	$259K	$0	1	0.06%	Maintained
991	CWA Clarus Wealth Advisors Peoria, Arizona	$257K	-$7.58K	2	0.17%	Reduced
992	Driehaus Capital Management Chicago, Illinois	$255K	+$241K	1	0.01%	New
993	HighPoint Advisor Group Downers Grove, Illinois	$255K	-$11.4K	1	0.07%	Reduced
994	Nicholas Hoffman & Company Atlanta, Georgia	$254K	+$10.9K	1	0.09%	Increased
995	BFA Benedict Financial Advisors Atlanta, Georgia	$252K	$0	1	0.11%	Maintained
996	KA KLCM Advisors Milwaukee, Wisconsin	$252K	$0	1	0.06%	Maintained
997	Susquehanna International Group Bala Cynwyd, Pennsylvania	$252K	-$239K	1	0%	Reduced
998	AE Wealth Management Topeka, Kansas	$250K	+$8.34K	1	0.01%	Increased
999	BOTW Bank of the West Monterey Park, California	$250K	+$5.39K	1	0.03%	Increased
1000	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$250K	$0	1	0.15%	Maintained