← 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
1101	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$105K	$0	1	0%	Maintained
1102	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$104K	-$34.1K	2	0.02%	Reduced
1103	APC Aspire Private Capital Cornelius, North Carolina	$103K	-$4.67K	1	0.06%	Reduced
1104	SFSIG San Francisco Sentry Investment Group San Francisco, California	$103K	$0	2	0.07%	Maintained
1105	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$102K	+$68.3K	4	0.05%	Increased
1106	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$102K	$0	1	0.01%	Maintained
1107	FWM Focused Wealth Management Newburgh, New York	$101K	$0	2	0.03%	Maintained
1108	OC Oakworth Capital Birmingham, Alabama	$100K	$0	2	0.02%	Maintained
1109	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$99K	-$6.42K	1	0.08%	Reduced
1110	AIM Anchor Investment Management Columbia, South Carolina	$97.6K	-$5.83K	2	0.03%	Reduced
1111	SBL Sargent Bickham Lagudis Boulder, Colorado	$97K	$0	1	0.01%	Maintained
1112	CT Caldwell Trust Venice, Florida	$88.6K	$0	2	0.02%	Maintained
1113	TPWA TRUE Private Wealth Advisors Salem, Oregon	$85K	+$1.14K	3	0.02%	Increased
1114	PB Pinnacle Bancorp Beatrice, Nebraska	$84K	$0	1	0.07%	Maintained
1115	SCM Silvant Capital Management Atlanta, Georgia	$84K	$0	1	0.02%	Maintained
1116	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$82K	-$244K	1	0%	Reduced
1117	CB CNB Bank Clearfield, Pennsylvania	$81K	-$14.2K	1	0.09%	Reduced
1118	RMC Resources Management Corp West Hartford, Connecticut	$80K	-$22.9K	1	0.02%	Reduced
1119	Farmers & Merchants Investments Inc Lincoln, Nebraska	$78K	+$275	2	0.01%	Increased
1120	AF Arrow Financial Glens Falls, New York	$74K	-$18.3K	1	0.02%	Reduced
1121	TC Truvestments Capital Sarasota, Florida	$74K	+$95.3K	2	0.09%	New
1122	ZB Zions Bancorporation Salt Lake City, Utah	$74K	-$73.8K	3	0.01%	Reduced
1123	BCA Berman Capital Advisors Atlanta, Georgia	$73K	+$26.2K	3	0.02%	Increased
1124	CFO CVA Family Office Denver, Colorado	$72K	+$85.3K	1	0.07%	New
1125	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$71K	+$72.1K	1	0.04%	Increased