← 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
1051
FBT
First Bank & Trust
South Dakota
$105K +$109K 1 0.08% New
1052
CB
Community Bank
New York
$102K -$1.31K 2 0.02% Reduced
1053
VCM
Versant Capital Management
Arizona
$102K +$4.39K 4 0.04% Increased
1054
FHA
Flagship Harbor Advisors
Massachusetts
$99K +$105K 4 0.02% New
1055
RFA
Reilly Financial Advisors
California
$99K +$12.4K 3 0.01% Increased
1056
SCM
Silvant Capital Management
Georgia
$99K $0 1 0.01% Maintained
1057
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$98K -$222K 1 0% Reduced
1058
Acadian Asset Management
Acadian Asset Management
Massachusetts
$96K +$99.7K 1 0% New
1059
Global Retirement Partners
Global Retirement Partners
California
$96K +$6.68K 3 0.02% Increased
1060
AF
Arrow Financial
New York
$93K -$9.05K 1 0.02% Reduced
1061
CCM
Concourse Capital Management
Georgia
$91K $0 1 0.06% Maintained
1062
CAW
Cornerstone Advisors (Washington)
Washington
$91K +$5.86K 2 0.06% Increased
1063
GLI
Guardian Life Insurance
New York
$91K +$15.5K 1 0.02% Increased
1064
PCM
Prelude Capital Management
New York
$90K +$37.8K 2 0.01% Increased
1065
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$90K $0 1 0.04% Maintained
1066
Washington Trust
Washington Trust
Rhode Island
$90K +$92.8K 1 0% New
1067
JA
JOYN Advisors
Georgia
$89K +$69.9K 4 0.02% Increased
1068
OC
Oakworth Capital
Alabama
$89K +$15.6K 2 0.02% Increased
1069
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$87K +$12.4K 3 0.01% Increased
1070
NEAM
New England Asset Management
Connecticut
$87K +$93.1K 1 0% New
1071
PGCM
Prescott Group Capital Management
Oklahoma
$86K $0 1 0.02% Maintained
1072
WB
Webster Bank
Connecticut
$86K $0 2 0.01% Maintained
1073
TFS
TrustCore Financial Services
Tennessee
$84K +$10.7K 3 0.03% Increased
1074
KA
Kaizen Advisory
Illinois
$83K +$53K 1 0.04% Increased
1075
PWAG
Polaris Wealth Advisory Group
California
$80K -$9.59K 1 0.01% Reduced