← 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
1201	OneDigital Investment Advisors Overland Park, Kansas	$296K	+$317K	1	0.01%	New
1202	PIM Penobscot Investment Management Boston, Massachusetts	$295K	$0	1	0.04%	Maintained
1203	TNAM Terra Nova Asset Management New York	$295K	$0	1	0.24%	Maintained
1204	Montag & Associates Atlanta, Georgia	$294K	$0	1	0.02%	Maintained
1205	SCM Spreng Capital Management Bucyrus, Ohio	$294K	$0	1	0.19%	Maintained
1206	Cornerstone Investment Partners Atlanta, Georgia	$293K	-$935K	1	0.02%	Reduced
1207	FHB First Hawaiian Bank Honolulu, Hawaii	$292K	-$1.76K	1	0.01%	Reduced
1208	CA Calton & Associates Tampa, Florida	$291K	-$152K	1	0.06%	Reduced
1209	Mission Wealth Management Santa Barbara, California	$291K	+$2.24K	1	0.01%	Increased
1210	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$290K	-$11K	1	0.19%	Reduced
1211	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$289K	-$64.6K	3	0.07%	Reduced
1212	WIC Woodmont Investment Counsel Nashville, Tennessee	$289K	$0	1	0.04%	Maintained
1213	VCG Vantage Consulting Group Virginia Beach, Virginia	$288K	-$24.3K	1	0.06%	Reduced
1214	LSPW Lake Street Private Wealth Chicago, Illinois	$287K	-$37.6K	1	0.07%	Reduced
1215	FWP FAS Wealth Partners Leawood, Kansas	$285K	+$305K	1	0.03%	New
1216	WAM Wakefield Asset Management Englewood, Colorado	$285K	-$8.31K	1	0.11%	Reduced
1217	CT Columbia Trust Portland, Oregon	$284K	-$320	1	0.15%	Reduced
1218	PIM Perpetual Investment Management Sydney, Australia	$284K	$0	1	0.04%	Maintained
1219	V VeraBank Henderson, Texas	$284K	+$72.9K	1	0.16%	Increased
1220	TFS TrustCore Financial Services Brentwood, Tennessee	$283K	+$16.8K	2	0.03%	Increased
1221	AC Abbrea Capital Greenbrae, California	$281K	$0	1	0.04%	Maintained
1222	IA Insight Advisors Newtown, Pennsylvania	$281K	+$479	1	0.08%	Increased
1223	LHC Little House Capital Braintree, Massachusetts	$281K	-$5.75K	1	0.16%	Reduced
1224	TLCM Twin Lakes Capital Management Redwood Shores, California	$281K	+$301K	1	0.16%	New
1225	HFG Heron Financial Group New York	$280K	$0	1	0.16%	Maintained