← 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	Obermeyer Wealth Partners Aspen, Colorado	$450K	+$28.8K	1	0.03%	Increased
1052	ESB Essex Savings Bank Essex, Connecticut	$449K	+$36.8K	1	0.17%	Increased
1053	Zacks Investment Management Chicago, Illinois	$448K	+$14.8K	1	0.01%	Increased
1054	Coldstream Capital Management Bellevue, Washington	$446K	+$19.3K	1	0.02%	Increased
1055	KA KLCM Advisors Milwaukee, Wisconsin	$445K	+$15.1K	1	0.1%	Increased
1056	LSV Asset Management Chicago, Illinois	$443K	$0	1	0%	Maintained
1057	GAM Gemmer Asset Management Walnut Creek, California	$440K	$0	3	0.06%	Maintained
1058	AIM Aigen Investment Management New York	$439K	-$726K	1	0.08%	Reduced
1059	FCA FinTrust Capital Advisors Greenville, South Carolina	$439K	+$28.2K	4	0.12%	Increased
1060	CGL Clarius Group LLC Seattle, Washington	$436K	$0	1	0.04%	Maintained
1061	WPA West Paces Advisors Atlanta, Georgia	$435K	-$52.7K	2	0.16%	Reduced
1062	CFA Capstone Financial Advisors Downers Grove, Illinois	$435K	+$2.02K	1	0.03%	Increased
1063	Centiva Capital New York	$434K	+$187K	2	0.01%	Increased
1064	CA Calton & Associates Tampa, Florida	$431K	+$19K	1	0.08%	Increased
1065	9WM 9258 Wealth Management Blue Ash, Ohio	$429K	+$72.3K	1	0.12%	Increased
1066	Hills Bank & Trust North Liberty, Iowa	$429K	$0	1	0.07%	Maintained
1067	HWM HFR Wealth Management Niskayuna, New York	$425K	+$424K	2	0.13%	New
1068	ODCM Old Dominion Capital Management Charlottesville, Virginia	$424K	$0	1	0.09%	Maintained
1069	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$422K	-$24.9K	1	0.04%	Reduced
1070	TFM TFC Financial Management Boston, Massachusetts	$421K	$0	3	0.14%	Maintained
1071	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$420K	-$44.5K	1	0.02%	Reduced
1072	SIM Sonora Investment Management Tucson, Arizona	$420K	+$35.7K	3	0.05%	Increased
1073	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$417K	$0	1	0.15%	Maintained
1074	KPW Kore Private Wealth New York	$415K	+$406K	2	0.05%	New
1075	OCG Opus Capital Group Cincinnati, Ohio	$415K	+$9.08K	1	0.09%	Increased