← 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
1376	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$5.97M	+$5.19M	1	0.96%	New
1377	SI Shaker Investments Cleveland, Ohio	$5.95M	+$1.97M	2	2.14%	Increased
1378	HG Herbst Group Westport, Connecticut	$5.93M	-$919K	1	3.23%	Reduced
1379	SB Strategic Blueprint Atlanta, Georgia	$5.9M	+$2.36M	3	0.29%	Increased
1380	CAM Cacti Asset Management Atlanta, Georgia	$5.9M	$0	1	0.3%	Maintained
1381	WI Wealth Intelligence Columbus, Georgia	$5.88M	-$187K	2	2.73%	Reduced
1382	RCM Regency Capital Management Honolulu, Hawaii	$5.88M	+$5.02M	2	2.34%	Increased
1383	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$5.87M	-$5.1K	1	0.48%	Reduced
1384	KI Keystone Investors Singapore	$5.86M	+$5.39M	1	0.31%	New
1385	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$5.86M	+$220K	3	0.92%	Increased
1386	IAS Insigneo Advisory Services Miami, Florida	$5.84M	+$989K	2	0.22%	Increased
1387	FP FFG Partners Fort Lauderdale, Florida	$5.84M	+$5.07M	1	1.66%	New
1388	AA Altman Advisors Chicago, Illinois	$5.8M	-$33.4K	2	2.08%	Reduced
1389	SFG SageGuard Financial Group Goodlettsville, Tennessee	$5.8M	+$489K	1	0.81%	Increased
1390	SIC Sterling Investment Counsel Buffalo, New York	$5.79M	-$23.6K	2	1.36%	Reduced
1391	LJAC L.J. Altfest & Co New York	$5.76M	-$696K	1	0.56%	Reduced
1392	WAM Wilson Asset Management Sydney, Australia	$5.75M	+$5.44M	1	1.58%	New
1393	VC Voss Capital Houston, Texas	$5.73M	-$105M	1	0.27%	Reduced
1394	CWM Cornerstone Wealth Management St. Peters, Missouri	$5.73M	+$375K	2	0.25%	Increased
1395	PWP Principle Wealth Partners Madison, Connecticut	$5.72M	+$75.7K	2	0.28%	Increased
1396	NHT New Hampshire Trust Concord, New Hampshire	$5.72M	-$96.8K	1	1.08%	Reduced
1397	UCI Uncommon Cents Investing Janesville, Wisconsin	$5.69M	+$176K	2	1.23%	Increased
1398	IFWM Institute for Wealth Management Denver, Colorado	$5.69M	-$50.7K	4	0.5%	Reduced
1399	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$5.67M	+$6.07K	2	0.29%	Increased
1400	CC Courier Capital Buffalo, New York	$5.67M	+$80.7K	2	0.28%	Increased