← 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
1326	LAM Lynch Asset Management Yardley, Pennsylvania	$6.6M	+$202K	2	1.81%	Increased
1327	GFPC Global Financial Private Client Sarasota, Florida	$6.57M	+$575K	1	1.78%	Increased
1328	CCS Concentric Capital Strategies Stamford, Connecticut	$6.57M	+$1.3M	4	0.36%	Increased
1329	HR Hardy Reed Tupelo, Mississippi	$6.56M	-$29K	2	0.42%	Reduced
1330	TCA Transcend Capital Advisors Madison, New Jersey	$6.56M	+$363K	3	0.44%	Increased
1331	VWM Vivid Wealth Management West Des Moines, Iowa	$6.54M	-$672K	2	2.3%	Reduced
1332	TW TritonPoint Wealth Chevy Chase, Maryland	$6.52M	-$143K	2	0.64%	Reduced
1333	FIM Fruth Investment Management Houston, Texas	$6.52M	-$32.3K	1	1.55%	Reduced
1334	PIP Palisades Investment Partners Santa Monica, California	$6.51M	+$187K	1	1.85%	Increased
1335	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$6.49M	-$3.57M	1	0.23%	Reduced
1336	OFI Invest Asset Management Paris, France	$6.49M	+$97K	1	0.06%	Increased
1337	SCP Sivia Capital Partners Mill Valley, California	$6.46M	+$1.04M	3	0.79%	Increased
1338	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$6.44M	-$796K	4	0.39%	Reduced
1339	Avanza Fonder Stockholm, Sweden	$6.44M	+$278K	2	0.14%	Increased
1340	Heritage Investors Management Corp Bethesda, Maryland	$6.44M	+$363K	2	0.18%	Increased
1341	MFA Mayflower Financial Advisors Boston, Massachusetts	$6.43M	+$577K	4	0.56%	Increased
1342	BMC Benin Management Corp Wilton, Connecticut	$6.42M	-$206K	1	1.3%	Reduced
1343	ES Eagle Strategies New York	$6.41M	+$11.3K	2	0.64%	Increased
1344	CCA Cadent Capital Advisors Tulsa, Oklahoma	$6.4M	+$213K	3	1.32%	Increased
1345	SMC Smith, Moore & Co Clayton, Missouri	$6.38M	-$77.6K	3	0.41%	Reduced
1346	AP Advisors Preferred Rockville, Maryland	$6.38M	+$699K	1	0.99%	Increased
1347	MIM Merrion Investment Management Cranford, New Jersey	$6.35M	-$122K	1	3%	Reduced
1348	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$6.34M	-$89.9K	1	1.43%	Reduced
1349	SC Sawyer & Company Boston, Massachusetts	$6.33M	+$839K	3	2.12%	Increased
1350	CGH CMG Global Holdings Plano, Texas	$6.31M	-$36.6K	2	2.68%	Reduced