← 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	Douglass Winthrop Advisors New York	$261K	$0	1	0.01%	Maintained
1377	NPT Nixon Peabody Trust Boston, Massachusetts	$261K	+$250K	1	0.08%	New
1378	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$261K	$0	1	0.08%	Maintained
1379	WA Winfield Associates Cleveland, Ohio	$260K	$0	1	0.09%	Maintained
1380	ACP Aviance Capital Partners Naples, Florida	$259K	$0	1	0.04%	Maintained
1381	CF Centaurus Financial Anaheim, California	$259K	+$34.3K	1	0.02%	Increased
1382	InterOcean Capital Group Nashville, Tennessee	$258K	-$26.7K	1	0.01%	Reduced
1383	GWM Gitterman Wealth Management Edison, New Jersey	$257K	+$14.8K	1	0.19%	Increased
1384	FBFS First Business Financial Services Madison, Wisconsin	$256K	$0	1	0.03%	Maintained
1385	OFS OneAscent Financial Services Birmingham, Alabama	$256K	-$125K	1	0.49%	Reduced
1386	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$256K	+$9.94K	1	0.06%	Increased
1387	VCM Vigilant Capital Management Portland, Maine	$256K	-$23.1K	2	0.02%	Reduced
1388	DF Dent & Co Baltimore, Maryland	$255K	+$11.6K	1	0%	Increased
1389	Evercore Wealth Management New York	$254K	-$15.4K	1	0%	Reduced
1390	PAM Palisade Asset Management Minneapolis, Minnesota	$253K	$0	1	0.03%	Maintained
1391	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$252K	+$8.95K	1	0.03%	Increased
1392	AIM Avity Investment Management Greenwich, Connecticut	$251K	+$9.12K	1	0.02%	Increased
1393	Inspire Investing Meridian, Idaho	$251K	-$4.13K	1	0.03%	Reduced
1394	FFA First Foundation Advisors Irvine, California	$250K	+$1.99K	1	0.01%	Increased
1395	RPC Rossmore Private Capital Glastonbury, Connecticut	$250K	-$12.4K	1	0.04%	Reduced
1396	CA Calton & Associates Tampa, Florida	$249K	-$83.9K	1	0.07%	Reduced
1397	SWM Segment Wealth Management Houston, Texas	$248K	+$238K	1	0.03%	New
1398	DCM Deuterium Capital Management Clearwater, Florida	$247K	+$236K	1	0.37%	New
1399	PFA Pathway Financial Advisors South Burlington, Vermont	$247K	+$259K	1	0.09%	New
1400	WA WBH Advisory Baltimore, Maryland	$245K	$0	1	0.03%	Maintained