← 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
1176	SSB Sandy Spring Bank Olney, Maryland	$161K	+$13.4K	1	0.01%	Increased
1177	RE RBC Europe London, United Kingdom	$151K	$0	2	0.01%	Maintained
1178	LC Lindbrook Capital Calabasas, California	$149K	-$10.8K	3	0.05%	Reduced
1179	RFA Reilly Financial Advisors La Mesa, California	$147K	-$10K	2	0.02%	Reduced
1180	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$145K	-$571K	1	0.06%	Reduced
1181	VCM Vigilant Capital Management Portland, Maine	$145K	$0	1	0.02%	Maintained
1182	ACM Allred Capital Management Dallas, Texas	$144K	+$135K	1	0.08%	New
1183	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$141K	+$133K	2	0.06%	New
1184	SCM Scopia Capital Management New York	$141K	-$13.4K	1	0.01%	Reduced
1185	FCA FinTrust Capital Advisors Greenville, South Carolina	$132K	-$2.34K	3	0.05%	Reduced
1186	TFS TrustCore Financial Services Brentwood, Tennessee	$131K	+$4.44K	2	0.02%	Increased
1187	APC Aspire Private Capital Cornelius, North Carolina	$130K	+$4K	1	0.06%	Increased
1188	AIM Anchor Investment Management Columbia, South Carolina	$130K	$0	2	0.03%	Maintained
1189	FWM Focused Wealth Management Newburgh, New York	$129K	$0	2	0.03%	Maintained
1190	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$128K	-$45.7K	1	0%	Reduced
1191	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$127K	-$4.44K	1	0.08%	Reduced
1192	SFSIG San Francisco Sentry Investment Group San Francisco, California	$126K	+$23.2K	2	0.06%	Increased
1193	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$124K	$0	1	0.01%	Maintained
1194	RFM Royal Fund Management Lady Lake, Florida	$123K	-$337K	2	0.03%	Reduced
1195	OC Oakworth Capital Birmingham, Alabama	$122K	-$21.2K	2	0.02%	Reduced
1196	RMC Resources Management Corp West Hartford, Connecticut	$121K	$0	1	0.02%	Maintained
1197	TI tru Independence Portland, Oregon	$121K	+$150K	2	0.02%	New
1198	SBL Sargent Bickham Lagudis Boulder, Colorado	$118K	$0	1	0.01%	Maintained
1199	CIA CSat Investment Advisory Detroit, Michigan	$115K	+$30K	1	0.03%	Increased
1200	GLI Guardian Life Insurance New York	$115K	-$1.33K	1	0.03%	Reduced