← 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	Valeo Financial Advisors Carmel, Indiana	$277K	-$100K	1	0.02%	Reduced
1352	SAM Silphium Asset Management London, United Kingdom	$277K	-$133K	1	0.26%	Reduced
1353	MCM McRae Capital Management Morristown, New Jersey	$276K	+$320	1	0.06%	Increased
1354	SIC Sigma Investment Counselors Northville, Michigan	$276K	-$1.82K	1	0.02%	Reduced
1355	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$275K	$0	1	0.42%	Maintained
1356	SS Sunbelt Securities Houston, Texas	$275K	+$166	1	0.04%	Increased
1357	WCA Westover Capital Advisors Wilmington, Delaware	$274K	$0	1	0.08%	Maintained
1358	LIM Longfellow Investment Management Boston, Massachusetts	$273K	-$454K	1	0.04%	Reduced
1359	MCF Advisors Covington, Kentucky	$273K	+$89.8K	1	5.83%	Increased
1360	FA Fermata Advisors Sonoma, California	$271K	$0	1	0.1%	Maintained
1361	AG Ascent Group Virginia Beach, Virginia	$270K	+$278K	1	0.03%	New
1362	MCM Mendel Capital Management Little Rock, Arkansas	$270K	+$259K	1	0.25%	New
1363	MCCP Mission Creek Capital Partners San Francisco, California	$270K	$0	1	0.05%	Maintained
1364	CHP Cable Hill Partners Portland, Oregon	$269K	+$247K	1	0.06%	New
1365	PCP Proficio Capital Partners Newton, Massachusetts	$269K	-$994	1	0.04%	Reduced
1366	FCM Firsthand Capital Management San Jose, California	$267K	$0	1	0.1%	Maintained
1367	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$267K	+$31.5K	1	0.02%	Increased
1368	NIA NIA Impact Advisors Berkeley, California	$266K	+$1.16K	1	0.14%	Increased
1369	WHC Wulff, Hansen & Co San Rafael, California	$266K	+$255K	1	0.23%	New
1370	TSS Two Sigma Securities New York	$264K	-$26.6K	1	0.01%	Reduced
1371	AIM Axiom Investment Management New York	$262K	$0	1	0.25%	Maintained
1372	BONH Bank of New Hampshire Laconia, New Hampshire	$262K	+$166	1	0.06%	Increased
1373	HA Harfst & Associates Sheridan, Wyoming	$262K	$0	1	0.07%	Maintained
1374	PA Perennial Advisors New York	$262K	$0	1	0.07%	Maintained
1375	CAL Capital Advisors Ltd Shaker Heights, Ohio	$261K	+$21.4K	2	0.04%	Increased