← 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
1276	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$7.1M	-$1.08M	2	0.13%	Reduced
1277	IWA Icon Wealth Advisors Houston, Texas	$7.1M	+$831K	2	0.43%	Increased
1278	SC Scholtz & Company Stamford, Connecticut	$7.1M	+$2.31M	2	3.54%	Increased
1279	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$7.1M	-$3.63M	1	1.13%	Reduced
1280	MIM Marco Investment Management Atlanta, Georgia	$7.08M	-$26.2K	2	0.47%	Reduced
1281	XWM Xcel Wealth Management Holly Hill, Florida	$7.06M	+$300K	2	1.69%	Increased
1282	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$7.06M	-$142K	1	0.67%	Reduced
1283	SC Settian Capital New York	$7.05M	$0	1	4.53%	Maintained
1284	Valmark Advisers Akron, Ohio	$7.03M	+$668K	3	0.07%	Increased
1285	TC TFR Capital Plano, Texas	$7.02M	+$77.2K	2	1.98%	Increased
1286	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$7.01M	+$311K	2	0.34%	Increased
1287	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$7.01M	+$537K	3	0.18%	Increased
1288	SCA St. Clair Advisors Mayfield Hts, Ohio	$7M	$0	2	1.8%	Maintained
1289	QWM Quadcap Wealth Management Frisco, Texas	$7M	+$1.43M	2	0.68%	Increased
1290	SPG Strategic Planning Group Bountiful, Utah	$7M	+$211K	1	0.76%	Increased
1291	HBK Sorce Advisory Erie, Pennsylvania	$6.99M	+$396K	2	0.13%	Increased
1292	MCB Morton Community Bank East Peoria, Illinois	$6.98M	-$2.02K	1	1.42%	Reduced
1293	RPC Rossmore Private Capital Glastonbury, Connecticut	$6.98M	+$629K	2	0.56%	Increased
1294	HCM Howland Capital Management Boston, Massachusetts	$6.98M	-$15M	2	0.25%	Reduced
1295	OFG Oxford Financial Group Carmel, Indiana	$6.98M	-$311K	3	0.35%	Reduced
1296	PCMH Polymer Capital Management (HK) Hong Kong	$6.97M	+$2.72M	1	0.35%	Increased
1297	TCM Turas Capital Management Boston, Massachusetts	$6.95M	+$6.49M	2	3.19%	New
1298	WIM WealthPlan Investment Management Omaha, Nebraska	$6.95M	+$257K	2	0.34%	Increased
1299	ZWJ Investment Counsel Atlanta, Georgia	$6.94M	+$1.02M	3	0.22%	Increased
1300	FC FORA Capital Miami, Florida	$6.93M	+$1.97M	1	0.48%	Increased