← 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
1351	BCM Blume Capital Management Berkeley, California	$185K	$0	2	0.07%	Maintained
1352	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$183K	+$17.4K	4	0.03%	Increased
1353	CT Caldwell Trust Venice, Florida	$183K	$0	2	0.02%	Maintained
1354	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$179K	+$14.1K	1	0%	Increased
1355	EBA Eagle Bay Advisors New York	$178K	+$68.2K	4	0.1%	Increased
1356	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$178K	+$178K	2	0.02%	Increased
1357	Arkadios Wealth Advisors Atlanta, Georgia	$174K	-$35.8K	3	0.03%	Reduced
1358	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$173K	-$29.1K	1	0.09%	Reduced
1359	AIM Anchor Investment Management Columbia, South Carolina	$167K	$0	2	0.02%	Maintained
1360	SCM Silvant Capital Management Atlanta, Georgia	$162K	$0	1	0.03%	Maintained
1361	TWM Tradition Wealth Management Edina, Minnesota	$160K	$0	1	0.02%	Maintained
1362	TC Truvestments Capital Sarasota, Florida	$158K	+$583	2	0.09%	Increased
1363	DOA D'Orazio & Associates Falls Church, Virginia	$157K	+$80.9K	2	0.04%	Increased
1364	Country Trust Bank Bloomington, Illinois	$156K	+$90K	2	0%	Increased
1365	MCF Advisors Covington, Kentucky	$155K	+$37.2K	1	0.02%	Increased
1366	F F3Logic Burnsville, Minnesota	$153K	+$146K	1	0.02%	New
1367	RMC Resources Management Corp West Hartford, Connecticut	$153K	$0	1	0.02%	Maintained
1368	SNT Security National Trust Wheeling, West Virginia	$152K	$0	1	0.04%	Maintained
1369	EIP Ellis Investment Partners Berwyn, Pennsylvania	$151K	+$799	1	0.04%	Increased
1370	FGAM Financial Gravity Asset Management Lakeway, Texas	$149K	+$2.72K	1	0.07%	Increased
1371	IWA IBEX Wealth Advisors Bedminster, New Jersey	$142K	+$152K	1	0.03%	New
1372	NSIM North Star Investment Management Chicago, Illinois	$142K	$0	3	0.01%	Maintained
1373	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$139K	$0	1	0%	Maintained
1374	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$137K	+$3.19K	5	0.04%	Increased
1375	BFC Bedel Financial Consulting Indianapolis, Indiana	$136K	$0	1	0.05%	Maintained