← 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	SIC Sterling Investment Counsel Buffalo, New York	$636K	+$77.5K	1	0.32%	Increased
1252	OC Oakworth Capital Birmingham, Alabama	$636K	+$263K	1	0.05%	Increased
1253	ACM Allred Capital Management Dallas, Texas	$635K	-$55.2K	1	0.28%	Reduced
1254	IA Insight Advisors Newtown, Pennsylvania	$634K	-$221	2	0.13%	Reduced
1255	CHP Cable Hill Partners Portland, Oregon	$634K	+$634K	1	0.08%	New
1256	PAM Palisade Asset Management Minneapolis, Minnesota	$634K	+$3.97K	2	0.07%	Increased
1257	PP Patron Partners Houston, Texas	$633K	+$15.7K	1	0.42%	Increased
1258	JF Joule Financial Lexington, Kentucky	$629K	-$13.6K	2	0.29%	Reduced
1259	CAM ClariVest Asset Management San Diego, California	$628K	+$14.1K	2	0.03%	Increased
1260	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$621K	+$291K	2	0.22%	Increased
1261	TPA Trivium Point Advisory Westport, Connecticut	$620K	$0	1	0.15%	Maintained
1262	WMA Wealth Management Associates Cherry Hill, New Jersey	$619K	+$307K	1	0.33%	Increased
1263	SouthState Corp Winter Haven, Florida	$617K	-$19.2K	1	0.05%	Reduced
1264	BWS Buck Wealth Strategies Denver, Colorado	$616K	-$27.6K	1	0.23%	Reduced
1265	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$616K	+$662	1	0.31%	Increased
1266	MCM Mengis Capital Management Portland, Oregon	$613K	$0	1	0.12%	Maintained
1267	AHL Abel Hall LLC Baton Rouge, Louisiana	$612K	+$561K	1	0.52%	New
1268	EFS Essex Financial Services Essex, Connecticut	$610K	-$124K	1	0.06%	Reduced
1269	MIA MeadowBrook Investment Advisors Livonia, Michigan	$609K	+$554K	2	0.58%	New
1270	NFG Nations Financial Group Cedar Rapids, Iowa	$607K	+$24.9K	1	0.06%	Increased
1271	NGA Naples Global Advisors Naples, Florida	$607K	-$7.06K	1	0.07%	Reduced
1272	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$604K	-$106K	1	0.06%	Reduced
1273	WI Wintrust Investments Chicago, Illinois	$604K	-$3.09K	1	0.06%	Reduced
1274	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$603K	+$553K	1	0.25%	New
1275	WDL Well Done LLC Holland, Michigan	$602K	-$26.9K	1	0.12%	Reduced