← 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
1001	SouthState Corp Winter Haven, Florida	$246K	$0	1	0.03%	Maintained
1002	Diversified Trust Memphis, Tennessee	$245K	$0	1	0.01%	Maintained
1003	HFS Haverford Financial Services Radnor, Pennsylvania	$245K	+$2.94K	1	0.09%	Increased
1004	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$244K	$0	1	0.11%	Maintained
1005	Integrated Wealth Concepts Waltham, Massachusetts	$243K	-$35.3K	1	0.07%	Reduced
1006	LW Linscomb Wealth Houston, Texas	$241K	$0	1	0.02%	Maintained
1007	BWP BSW Wealth Partners Boulder, Colorado	$238K	+$225K	1	0.09%	New
1008	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$236K	$0	1	0.19%	Maintained
1009	Quadrant Capital Group Cincinnati, Ohio	$236K	+$4.73K	3	0.07%	Increased
1010	River Road Asset Management Louisville, Kentucky	$235K	+$228K	1	0%	New
1011	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$234K	-$2.99K	3	0.07%	Reduced
1012	Cohen & Steers New York	$233K	$0	1	0%	Maintained
1013	RBF Capital San Francisco, California	$232K	+$238K	1	0.03%	New
1014	Beutel, Goodman & Co Toronto, Ontario, Canada	$230K	$0	1	0%	Maintained
1015	BWM BigSur Wealth Management Miami, Florida	$229K	+$216K	1	0.14%	New
1016	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$228K	-$46.7K	1	0.03%	Reduced
1017	CDH Charles D. Hyman	$226K	+$213K	1	0.02%	New
1018	Dynasty Wealth Management St. Petersburg, Florida	$226K	+$213K	1	0.29%	New
1019	FIB First Interstate Bank Billings, Montana	$226K	$0	2	0.05%	Maintained
1020	Loews Corp New York	$226K	-$245K	1	0%	Reduced
1021	RIL Rothschild Investment LLC Chicago, Illinois	$226K	$0	1	0.03%	Maintained
1022	AG Appleton Group Appleton, Wisconsin	$225K	+$212K	1	0.24%	New
1023	IIM Ipswich Investment Management Beverly, Massachusetts	$224K	-$35.5K	1	0.08%	Reduced
1024	RCM RB Capital Management Reno, Nevada	$224K	-$17.3K	1	0.2%	Reduced
1025	TPWA TRUE Private Wealth Advisors Salem, Oregon	$224K	+$219K	3	0.03%	New