← 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	Summit Trail Advisors New York	$355K	+$1.26K	1	0.02%	Increased
1252	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$354K	+$79.7K	1	0.27%	Increased
1253	Ossiam Paris, France	$354K	-$45.2K	1	0.01%	Reduced
1254	PSCM Per Stirling Capital Management Austin, Texas	$353K	+$345K	1	0.06%	New
1255	Avior Wealth Management Omaha, Nebraska	$352K	+$1.07K	3	0.03%	Increased
1256	V VeraBank Henderson, Texas	$352K	+$5.06K	1	0.18%	Increased
1257	BMCM Burns Matteson Capital Management Corning, New York	$351K	-$2.15K	1	0.23%	Reduced
1258	BIA Beacon Investment Advisors Gaithersburg, Maryland	$351K	+$335K	1	0.29%	New
1259	OFS OneAscent Financial Services Birmingham, Alabama	$349K	+$259	1	0.15%	Increased
1260	MCA MSH Capital Advisors Scottsdale, Arizona	$348K	$0	1	0.16%	Maintained
1261	LCM Legato Capital Management San Francisco, California	$348K	+$333K	1	0.07%	New
1262	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$347K	-$10.1K	1	0.41%	Reduced
1263	AMG National Trust Bank Greenwood Village, Colorado	$344K	-$101K	1	0.01%	Reduced
1264	SS Sunbelt Securities Houston, Texas	$344K	+$3.22K	1	0.07%	Increased
1265	KI Kula Investments Chicago, Illinois	$343K	+$330K	1	0.1%	New
1266	CFO Collective Family Office York, Pennsylvania	$343K	+$9.81K	1	0.15%	Increased
1267	KA Keene & Associates Fort Worth, Texas	$342K	+$883	1	0.31%	Increased
1268	AOI Auto-Owners Insurance Lansing, Michigan	$341K	+$326K	1	0.01%	New
1269	SIM SSI Investment Management Los Angeles, California	$341K	$0	1	0.02%	Maintained
1270	VCM Vigilant Capital Management Portland, Maine	$340K	-$5.53K	2	0.03%	Reduced
1271	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$339K	$0	1	0.26%	Maintained
1272	Moneta Group Investment Advisors St Louis, Missouri	$338K	-$8.13K	1	0.01%	Reduced
1273	Bridgeway Capital Management Houston, Texas	$336K	-$871K	1	0.01%	Reduced
1274	CFG Carr Financial Group Worcester, Massachusetts	$335K	+$327K	1	0.18%	New
1275	Arkadios Wealth Advisors Atlanta, Georgia	$334K	-$8.13K	1	0.04%	Reduced