← 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	LMR Partners London, United Kingdom	$214K	+$208K	1	0.01%	New
1052	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$212K	-$32.7K	1	0%	Reduced
1053	RIG Roosevelt Investment Group New York	$212K	-$4.86K	1	0.02%	Reduced
1054	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$810	1	0.08%	Increased
1055	CBT Capital Bank & Trust Irvine, California	$209K	-$161K	3	0%	Reduced
1056	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$209K	$0	1	0.02%	Maintained
1057	BOTW Bank of the West Monterey Park, California	$208K	+$6.32K	1	0.03%	Increased
1058	WDL Well Done LLC Holland, Michigan	$207K	$0	1	0.05%	Maintained
1059	Capital International Los Angeles, California	$206K	-$728K	1	0.03%	Reduced
1060	SIM SSI Investment Management Los Angeles, California	$206K	-$81	1	0.02%	Reduced
1061	Horizon Investments Charlotte, North Carolina	$205K	-$29.5K	1	0.01%	Reduced
1062	RCM RB Capital Management Reno, Nevada	$203K	+$972	1	0.13%	Increased
1063	Robertson Stephens Wealth Management San Francisco, California	$202K	+$197K	1	0.1%	New
1064	SIG Schaller Investment Group Winston Salem, North Carolina	$202K	$0	1	0.17%	Maintained
1065	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$200K	-$7.63K	2	0.06%	Reduced
1066	Nicholas Hoffman & Company Atlanta, Georgia	$200K	-$9.06K	1	0.06%	Reduced
1067	SMH Sanders Morris Harris Houston, Texas	$200K	+$194K	1	0.05%	New
1068	HCA Horan Capital Advisors Cincinnati, Ohio	$190K	+$15.7K	2	0.12%	Increased
1069	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$190K	-$46.8K	1	0.25%	Reduced
1070	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$177K	+$173K	3	0.12%	New
1071	Brinker Capital Investments Berwyn, Pennsylvania	$175K	-$61.6K	1	0.01%	Reduced
1072	Global Retirement Partners San Rafael, California	$168K	+$6.29K	3	0.03%	Increased
1073	RCA Ranch Capital Advisors Sarasota, Florida	$168K	+$164K	1	0.18%	New
1074	SMG Spectrum Management Group Indianapolis, Indiana	$166K	$0	1	0.06%	Maintained
1075	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$164K	+$139	2	0.04%	Increased