← 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	Opus Capital Group Cincinnati, Ohio	$407K	+$73.1K	1	0.08%	Increased
1202	Summit Securities Group New York	$407K	-$166K	2	0.02%	Reduced
1203	Daymark Wealth Partners Cincinnati, Ohio	$406K	+$396K	1	0.07%	New
1204	AIM Aigen Investment Management New York	$404K	+$26.3K	1	0.06%	Increased
1205	CIM Contravisory Investment Management Norwell, Massachusetts	$401K	+$89.5K	1	0.11%	Increased
1206	Mengis Capital Management Portland, Oregon	$399K	$0	1	0.09%	Maintained
1207	AIM Alhambra Investment Management Palmetto Bay, Florida	$398K	-$23K	1	0.29%	Reduced
1208	1ST Source Bank South Bend, Indiana	$397K	-$19.3K	1	0.03%	Reduced
1209	BerganKDV Wealth Management Bloomington, Minnesota	$396K	-$24.4K	2	0.04%	Reduced
1210	Nicolet Advisory Services Green Bay, Wisconsin	$395K	+$369K	1	0.05%	New
1211	GW & Wade Wellesley, Massachusetts	$395K	+$57.3K	1	0.02%	Increased
1212	TIA Traphagen Investment Advisors Oradell, New Jersey	$394K	-$43.1K	1	0.06%	Reduced
1213	Legacy Financial Advisors Covington, Kentucky	$390K	+$381K	1	0.08%	New
1214	Empirical Wealth Management Seattle, Washington	$390K	+$613	1	0.02%	Increased
1215	ACM AUA Capital Management Camp Hill, Pennsylvania	$390K	+$1.07K	1	0.26%	Increased
1216	Park National Corp Newark, Ohio	$389K	-$2.76K	1	0.02%	Reduced
1217	Welch & Forbes Boston, Massachusetts	$389K	+$30.7K	1	0.01%	Increased
1218	Winton Group London, United Kingdom	$388K	+$372K	1	0.03%	New
1219	ACM Argyle Capital Management Center Valley, Pennsylvania	$385K	$0	1	0.13%	Maintained
1220	ACM Alethea Capital Management Mercer Island, Washington	$385K	$0	1	0.37%	Maintained
1221	WI Wintrust Investments Chicago, Illinois	$384K	+$41.5K	1	0.05%	Increased
1222	SC Steph & Co Marinette, Wisconsin	$383K	+$21K	1	0.24%	Increased
1223	WW Westshore Wealth Newport Beach, California	$382K	+$15.3K	1	0.22%	Increased
1224	AG Appleton Group Appleton, Wisconsin	$381K	$0	1	0.56%	Maintained
1225	Desjardins Global Asset Management Montreal, Quebec, Canada	$380K	-$312K	1	0.06%	Reduced