← 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
1301	SC Slow Capital Greenbrae, California	$318K	-$6.13K	1	0.05%	Reduced
1302	Boston Trust Walden Boston, Massachusetts	$317K	$0	1	0%	Maintained
1303	SCG Sonata Capital Group Seattle, Washington	$317K	$0	1	0.13%	Maintained
1304	PMFA Plante Moran Financial Advisors Southfield, Michigan	$316K	-$81.2K	2	0.05%	Reduced
1305	PPWM Paragon Private Wealth Management Lexington, Kentucky	$314K	+$301K	1	0.28%	New
1306	Causeway Capital Management Los Angeles, California	$312K	-$195K	1	0.01%	Reduced
1307	CI CPR Investments Rochester, Michigan	$312K	+$287K	1	0.22%	New
1308	FC Ferris Capital Marlborough, Massachusetts	$311K	$0	1	0.07%	Maintained
1309	LFA Landmark Financial Advisors Bowling Green, Kentucky	$311K	$0	1	0.14%	Maintained
1310	HNWAG High Net Worth Advisory Group Naples, Florida	$310K	+$297K	1	0.11%	New
1311	CFA CWS Financial Advisors Kalamazoo, Michigan	$309K	+$297K	1	0.11%	New
1312	EOCM Energy Opportunities Capital Management Austin, Texas	$309K	-$586K	1	0.92%	Reduced
1313	Modera Wealth Management Westwood, New Jersey	$308K	+$295K	1	0.01%	New
1314	Penserra Capital Management Orinda, California	$308K	+$56.3K	1	0.01%	Increased
1315	CCM Crossvault Capital Management San Antonio, Texas	$306K	+$10.8K	1	0.09%	Increased
1316	Bank Julius Baer & Co Zurich, Switzerland	$305K	$0	1	0%	Maintained
1317	WIA Westbourne Investment Advisors Annapolis, Maryland	$302K	$0	1	0.12%	Maintained
1318	LC Lindbrook Capital Calabasas, California	$301K	+$165K	3	0.05%	Increased
1319	PA Probity Advisors Dallas, Texas	$299K	-$5.8K	1	0.06%	Reduced
1320	Citizens Financial Group Providence, Rhode Island	$298K	-$65.3K	1	0.01%	Reduced
1321	CWM Cahaba Wealth Management Atlanta, Georgia	$296K	+$994	1	0.04%	Increased
1322	XTX Topco George Town, Cayman Islands	$296K	+$610	1	0.17%	Increased
1323	AC Avestar Capital New York	$295K	+$283K	1	0.04%	New
1324	GWSG GPS Wealth Strategies Group Centennial, Colorado	$295K	-$11.4K	2	0.07%	Reduced
1325	HPWM Highland Private Wealth Management Bellevue, Washington	$295K	+$10.6K	1	0.04%	Increased