← 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	Horizon Investments Charlotte, North Carolina	$238K	+$231K	1	0.01%	New
1052	CPC Congress Park Capital Saratoga Springs, New York	$237K	-$8.98K	1	0.19%	Reduced
1053	DIM Delta Investment Management San Francisco, California	$237K	+$231K	1	0.14%	New
1054	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$235K	$0	1	0.11%	Maintained
1055	Evercore Wealth Management New York	$234K	+$228K	1	0.01%	New
1056	YIA YHB Investment Advisors West Hartford, Connecticut	$231K	$0	1	0.04%	Maintained
1057	SIC Shoker Investment Counsel Oxford, Ohio	$229K	$0	1	0.17%	Maintained
1058	SouthState Corp Winter Haven, Florida	$229K	-$44.3K	1	0.03%	Reduced
1059	CA Calton & Associates Tampa, Florida	$228K	-$1.29K	1	0.06%	Reduced
1060	AWM Altavista Wealth Management Asheville, North Carolina	$227K	+$220K	1	0.07%	New
1061	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$227K	$0	1	0.16%	Maintained
1062	Level Four Advisory Services Dallas, Texas	$225K	+$3.88K	1	0.02%	Increased
1063	SM Sciencast Management Princeton, New Jersey	$225K	+$240K	1	0.13%	New
1064	SSG Summit Securities Group New York	$225K	+$219K	1	0.03%	New
1065	ED Exane Derivatives Paris, France	$223K	-$4.76M	1	0.04%	Reduced
1066	AC Addison Capital Conshohocken, Pennsylvania	$223K	$0	1	0.16%	Maintained
1067	WTB Washington Trust Bank Spokane, Washington	$223K	-$32.1K	1	0.04%	Reduced
1068	Cohen & Steers New York	$222K	-$120K	1	0%	Reduced
1069	DIM DC Investments Management Mclean, Virginia	$220K	$0	1	0.12%	Maintained
1070	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
1071	Diversified Trust Memphis, Tennessee	$219K	+$19.4K	1	0.01%	Increased
1072	LW Linscomb Wealth Houston, Texas	$219K	-$2.75K	1	0.02%	Reduced
1073	OI Oakbrook Investments Lisle, Illinois	$219K	$0	1	0.01%	Maintained
1074	Beutel, Goodman & Co Toronto, Ontario, Canada	$218K	$0	1	0%	Maintained
1075	Loews Corp New York	$217K	$0	1	0%	Maintained