← 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	PWP Private Wealth Partners Mill Valley, California	$229K	$0	1	0.04%	Maintained
977	RTC Riverview Trust Company Vancouver, Washington	$229K	+$249K	1	0.18%	New
978	Sowell Financial Services North Little Rock, Arkansas	$228K	+$243K	1	0.03%	New
979	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$226K	-$10.2K	3	0.03%	Reduced
980	Fayez Sarofim & Co Houston, Texas	$226K	-$58.9K	1	0%	Reduced
981	VAG VisionPoint Advisory Group Dallas, Texas	$226K	+$240K	1	0.07%	New
982	WTB Washington Trust Bank Spokane, Washington	$226K	+$73.1K	3	0.03%	Increased
983	ACM Argyle Capital Management Center Valley, Pennsylvania	$225K	$0	1	0.1%	Maintained
984	ACM AUA Capital Management Camp Hill, Pennsylvania	$225K	$0	2	0.21%	Maintained
985	Mount Yale Investment Advisors Denver, Colorado	$225K	-$152K	1	0.05%	Reduced
986	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$224K	+$244K	1	0.15%	New
987	VCM Vigilant Capital Management Portland, Maine	$223K	-$29.2K	2	0.04%	Reduced
988	MRCM M&R Capital Management Summit, New Jersey	$222K	$0	2	0.06%	Maintained
989	WI Wintrust Investments Chicago, Illinois	$222K	-$1.72K	1	0.04%	Reduced
990	BAC Boys Arnold & Co Asheville, North Carolina	$221K	-$19.1K	1	0.04%	Reduced
991	CWM Cornerstone Wealth Management St. Peters, Missouri	$220K	+$239K	1	0.05%	New
992	CAM Cozad Asset Management Champaign, Illinois	$219K	-$56.4K	1	0.08%	Reduced
993	JIC Joel Isaacson & Co New York	$218K	+$232K	1	0.03%	New
994	SI Shaker Investments Cleveland, Ohio	$218K	+$259K	1	0.19%	New
995	Hills Bank & Trust North Liberty, Iowa	$217K	-$13.4K	1	0.07%	Reduced
996	Krilogy Financial St. Louis, Missouri	$217K	$0	1	0.06%	Maintained
997	CFA Carroll Financial Associates Charlotte, North Carolina	$215K	-$5.7K	3	0.02%	Reduced
998	GAM Gemmer Asset Management Walnut Creek, California	$215K	+$5.72K	5	0.07%	Increased
999	KMC Kirr Marbach & Co Columbus, Indiana	$214K	$0	1	0.06%	Maintained
1000	UBV United Bank (Virginia) Vienna, Virginia	$214K	$0	1	0.04%	Maintained