← 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
1226	Welch Group Birmingham, Alabama	$676K	+$53.9K	1	0.04%	Increased
1227	SCM SKBA Capital Management San Francisco, California	$674K	$0	1	0.11%	Maintained
1228	MNBTD Moody National Bank Trust Division Galveston, Texas	$674K	-$847K	1	0.05%	Reduced
1229	LW Linscomb Wealth Houston, Texas	$672K	+$3.75K	1	0.04%	Increased
1230	Park National Corp Newark, Ohio	$671K	+$32.2K	1	0.03%	Increased
1231	PSP Principal Street Partners Memphis, Tennessee	$669K	-$639K	2	0.16%	Reduced
1232	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$668K	+$250K	1	0.06%	Increased
1233	PPP Private Portfolio Partners Paramus, New Jersey	$666K	-$4.86K	1	0.15%	Reduced
1234	MA Mutual Advisors Omaha, Nebraska	$665K	+$88.7K	1	0.02%	Increased
1235	OCM Orion Capital Management Coronado, California	$663K	$0	1	0.39%	Maintained
1236	Quantbot Technologies New York	$659K	+$623K	1	0.04%	New
1237	Luther King Capital Management (LKCM) Fort Worth, Texas	$659K	$0	1	0%	Maintained
1238	BCA Bay Colony Advisors Concord, Massachusetts	$659K	-$9.05K	1	0.13%	Reduced
1239	AIA Angeles Investment Advisors Santa Monica, California	$658K	+$3.53K	1	0.04%	Increased
1240	WLG Williamson Legacy Group Carmel, Indiana	$658K	+$590K	1	0.61%	New
1241	MIS Morningstar Investment Services Chicago, Illinois	$657K	+$21K	1	0%	Increased
1242	CX Institutional Auburn, Indiana	$657K	-$12.4K	1	0.04%	Reduced
1243	Great Valley Advisor Group Wilmington, Delaware	$653K	-$42.8K	1	0.02%	Reduced
1244	GW & Wade Wellesley, Massachusetts	$650K	-$22.3K	1	0.02%	Reduced
1245	SAM Seelaus Asset Management Chatham, New Jersey	$649K	+$143K	1	0.63%	Increased
1246	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$642K	$0	1	0.21%	Maintained
1247	Brighton Jones LLC Seattle, Washington	$640K	-$221	1	0.03%	Reduced
1248	Bogart Wealth LLC Mclean, Virginia	$639K	$0	1	0.04%	Maintained
1249	Boston Trust Walden Boston, Massachusetts	$639K	-$44.1K	1	0%	Reduced
1250	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$638K	+$5.74K	1	0.39%	Increased