← 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
1126
GAM
Gemmer Asset Management
California
$387K +$700 1 0.06% Increased
1127
GWA
Geometric Wealth Advisors
District of Columbia
$386K +$560 1 0.19% Increased
1128
DBIA
Dumont & Blake Investment Advisors
New Jersey
$383K -$2.66K 1 0.14% Reduced
1129
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$382K +$66.6K 1 0.01% Increased
1130
AMG National Trust Bank
AMG National Trust Bank
Colorado
$380K +$399K 1 0.01% New
1131
OCM
Orion Capital Management
California
$380K +$64K 1 0.31% Increased
1132
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$379K -$2.37M 1 0.01% Reduced
1133
MCM
Manchester Capital Management
Vermont
$378K $0 2 0.07% Maintained
1134
ACS
Archford Capital Strategies
Illinois
$377K +$413K 1 0.1% New
1135
TPA
Trivium Point Advisory
Connecticut
$377K -$10.6K 1 0.12% Reduced
1136
HFBOT
Home Federal Bank of Tennessee
Tennessee
$376K $0 1 0.16% Maintained
1137
RB
Rodgers Brothers
Pennsylvania
$374K $0 1 0.08% Maintained
1138
TIA
Traphagen Investment Advisors
New Jersey
$372K +$269K 1 0.07% Increased
1139
WI
Wedgewood Investors
Pennsylvania
$372K $0 1 0.57% Maintained
1140
DWM
Doyle Wealth Management
Florida
$370K +$9.23K 1 0.03% Increased
1141
ST
SAL Trading
Pennsylvania
$370K +$405K 1 0.16% New
1142
PPP
Private Portfolio Partners
New Jersey
$369K $0 1 0.11% Maintained
1143
Marshall Wace
Marshall Wace
United Kingdom
$366K -$4.04M 1 0% Reduced
1144
MLL
Moody Lynn & Lieberson
Massachusetts
$364K -$494K 1 0.04% Reduced
1145
VWA
V Wealth Advisors
Kansas
$364K -$91.4K 1 0.07% Reduced
1146
SIM
Sentry Investment Management
Wisconsin
$361K $0 1 0.17% Maintained
1147
Hills Bank & Trust
Hills Bank & Trust
Iowa
$360K -$14K 1 0.05% Reduced
1148
SC
Saiph Capital
New Jersey
$359K +$1.96K 1 0.28% Increased
1149
BWM
BerganKDV Wealth Management
Minnesota
$359K -$2.56M 3 0.04% Reduced
1150
AIM
Alhambra Investment Management
Florida
$358K $0 1 0.27% Maintained