← 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
1251	NB NBT Bank Norwich, New York	$7.33M	+$37.5K	3	0.49%	Increased
1252	LF Longbow Finance Lutry, Switzerland	$7.33M	+$389K	1	0.94%	Increased
1253	EFG Everest Financial Group Minneapolis, Minnesota	$7.32M	+$59.3K	1	0.99%	Increased
1254	BPIM Brant Point Investment Management New York	$7.31M	-$557K	1	0.9%	Reduced
1255	ERIC Eagle Rock Investment Company Atlanta, Georgia	$7.28M	+$28.6K	1	0.9%	Increased
1256	EI EAM Investors Solana Beach, California	$7.28M	+$6.9M	1	0.65%	New
1257	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$7.27M	-$367K	2	0.7%	Reduced
1258	CRWM Castle Rock Wealth Management Walnut Creek, California	$7.25M	+$587K	2	1.42%	Increased
1259	PFM Patton Fund Management Dallas, Texas	$7.25M	+$172K	2	1.57%	Increased
1260	GIPM G2 Investment Partners Management New York	$7.24M	+$5.92M	1	1.32%	New
1261	Sowell Financial Services North Little Rock, Arkansas	$7.23M	+$455K	3	0.24%	Increased
1262	SCM Summerhill Capital Management Toronto, Ontario, Canada	$7.23M	+$191K	1	5.77%	Increased
1263	Simon Quick Advisors Morristown, New Jersey	$7.22M	+$33.7K	2	0.29%	Increased
1264	HCM Hilton Capital Management Garden City, New York	$7.21M	-$266K	1	0.49%	Reduced
1265	FFL Future Fund LLC Chicago, Illinois	$7.21M	+$2.86M	2	2.07%	Increased
1266	LCM Liberty Capital Management Birmingham, Michigan	$7.2M	+$6.82M	1	1.24%	New
1267	SWM Sendero Wealth Management San Antonio, Texas	$7.2M	-$1.02M	1	0.72%	Reduced
1268	MWM Massachusetts Wealth Management North Andover, Massachusetts	$7.18M	+$35.7K	1	2.74%	Increased
1269	SC Searle & Co Greenwich, Connecticut	$7.18M	+$129K	3	1.61%	Increased
1270	SBI Securities Tokyo, Japan	$7.18M	+$900K	6	0.16%	Increased
1271	IIA IPG Investment Advisors San Diego, California	$7.18M	+$1.62M	2	1.03%	Increased
1272	GCA Greenwood Capital Associates Greenwood, South Carolina	$7.15M	-$46K	1	0.7%	Reduced
1273	AWM Angeles Wealth Management Santa Monica, California	$7.15M	+$406K	3	0.33%	Increased
1274	CE Cornerstone Enterprises Appleton, Wisconsin	$7.15M	+$2.97M	1	3.26%	Increased
1275	FCT Family Capital Trust Peabody, Massachusetts	$7.11M	+$5.1K	1	2.31%	Increased