← 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	WCG Weaver Consulting Group Huntington Beach, California	$119K	+$105K	3	0.07%	Increased
1102	Simplex Trading Chicago, Illinois	$118K	-$2.24M	2	0%	Reduced
1103	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$117K	$0	1	0%	Maintained
1104	OC Oakworth Capital Birmingham, Alabama	$115K	+$2.06K	2	0.02%	Increased
1105	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$115K	$0	1	0.01%	Maintained
1106	FWM Focused Wealth Management Newburgh, New York	$113K	$0	2	0.03%	Maintained
1107	Balentine LLC Atlanta, Georgia	$110K	-$54.4K	2	0.01%	Reduced
1108	SBL Sargent Bickham Lagudis Boulder, Colorado	$109K	$0	1	0.01%	Maintained
1109	SFSIG San Francisco Sentry Investment Group San Francisco, California	$107K	-$8K	2	0.06%	Reduced
1110	AIM Anchor Investment Management Columbia, South Carolina	$106K	-$3.82K	2	0.02%	Reduced
1111	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$105K	-$6.17K	1	0.07%	Reduced
1112	TPWA TRUE Private Wealth Advisors Salem, Oregon	$105K	$0	3	0.02%	Maintained
1113	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$104K	$0	1	0%	Maintained
1114	ZB Zions Bancorporation Salt Lake City, Utah	$104K	+$16.4K	3	0.02%	Increased
1115	CT Caldwell Trust Venice, Florida	$101K	$0	2	0.02%	Maintained
1116	BG Bollard Group Boston, Massachusetts	$96K	+$83K	3	0%	Increased
1117	Daiwa Securities Group Tokyo, Japan	$96K	$0	1	0%	Maintained
1118	SCM Silvant Capital Management Atlanta, Georgia	$95K	$0	1	0.02%	Maintained
1119	PB Pinnacle Bancorp Beatrice, Nebraska	$94K	$0	1	0.07%	Maintained
1120	CB CNB Bank Clearfield, Pennsylvania	$91K	$0	1	0.08%	Maintained
1121	RMC Resources Management Corp West Hartford, Connecticut	$90K	$0	1	0.02%	Maintained
1122	TI tru Independence Portland, Oregon	$89K	-$57.4K	2	0.01%	Reduced
1123	Farmers & Merchants Investments Inc Lincoln, Nebraska	$88K	+$576	2	0.01%	Increased
1124	Quantbot Technologies New York	$88K	+$77.4K	1	0.01%	Increased
1125	FC FORA Capital Miami, Florida	$85K	-$288K	1	0.03%	Reduced