← 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	Legacy Private Trust Neenah, Wisconsin	$332K	$0	1	0.02%	Maintained
1277	Pendal Group Sydney, Australia	$332K	-$439K	1	0%	Reduced
1278	PFS Investments Duluth, Georgia	$332K	+$115K	1	0.01%	Increased
1279	OneDigital Investment Advisors Overland Park, Kansas	$331K	-$11.1K	1	0.01%	Reduced
1280	Woodmont Investment Counsel Nashville, Tennessee	$331K	-$3.15K	1	0.04%	Reduced
1281	Perpetual Investment Management Sydney, Australia	$328K	$0	1	0.04%	Maintained
1282	Stock Yards Bank & Trust Louisville, Kentucky	$328K	-$66.3K	1	0.02%	Reduced
1283	TLCM Twin Lakes Capital Management Redwood Shores, California	$326K	$0	1	0.17%	Maintained
1284	Chilton Capital Management Houston, Texas	$325K	+$311K	1	0.02%	New
1285	LHC Little House Capital Braintree, Massachusetts	$325K	$0	1	0.17%	Maintained
1286	Barings Charlotte, North Carolina	$324K	-$39.4K	1	0.01%	Reduced
1287	HFG Heron Financial Group New York	$324K	+$26.5K	1	0.17%	Increased
1288	Jacobson & Schmitt Advisors Middleton, Wisconsin	$323K	+$310K	1	0.08%	New
1289	Oliver Luxxe Assets Gladstone, New Jersey	$323K	+$8.88K	1	0.08%	Increased
1290	CFO Collective Family Office York, Pennsylvania	$322K	+$7.29K	1	0.13%	Increased
1291	CWM Cornerstone Wealth Management St. Peters, Missouri	$322K	+$15.2K	1	0.03%	Increased
1292	Merit Financial Group Alpharetta, Georgia	$322K	+$10.4K	1	0.03%	Increased
1293	Abbrea Capital Greenbrae, California	$321K	$0	1	0.04%	Maintained
1294	Prio Wealth Limited Partnership Boston, Massachusetts	$320K	-$45.6K	1	0.01%	Reduced
1295	YHB Investment Advisors West Hartford, Connecticut	$320K	$0	1	0.03%	Maintained
1296	AlphaCrest Capital Management New York	$319K	-$4.88M	1	0.01%	Reduced
1297	Washington Trust Westerly, Rhode Island	$319K	-$4.46K	3	0.01%	Reduced
1298	BOK Financial Private Wealth Denver, Colorado	$318K	+$21.9K	1	0.02%	Increased
1299	GW & Wade Wellesley, Massachusetts	$318K	+$10.8K	1	0.01%	Increased
1300	IFG Investors Financial Group Plymouth, Minnesota	$318K	-$331	1	0.15%	Reduced