← 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
1476	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.99M	$0	1	0.52%	Maintained
1477	PTB Pioneer Trust Bank Salem, Oregon	$4.98M	+$478K	1	1.13%	Increased
1478	BFA Bill Few Associates Pittsburgh, Pennsylvania	$4.98M	-$85.6K	2	1.06%	Reduced
1479	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$4.96M	+$4.54M	2	0.42%	New
1480	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$4.95M	-$127K	2	0.73%	Reduced
1481	ONGA O'Neil Global Advisors Los Angeles, California	$4.95M	+$3.88M	1	1.11%	Increased
1482	BAM Bell Asset Management Melbourne, Australia	$4.95M	+$4.68M	1	1.32%	New
1483	CWP Concord Wealth Partners Abingdon, Virginia	$4.93M	+$196K	2	0.56%	Increased
1484	WFS Weitzel Financial Services Dubuque, Iowa	$4.92M	-$109K	1	1.67%	Reduced
1485	CCM Canal Capital Management Richmond, Virginia	$4.92M	+$764K	1	0.6%	Increased
1486	HWM Hohimer Wealth Management Seattle, Washington	$4.88M	+$129K	2	0.49%	Increased
1487	GCM Gables Capital Management Miami, Florida	$4.88M	+$171K	2	1.76%	Increased
1488	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$4.88M	+$45.8K	2	0.55%	Increased
1489	CL CIM LLC Albany, New York	$4.87M	+$3.29M	3	0.63%	Increased
1490	HL HeadInvest LLC Portland, Maine	$4.87M	+$68.6K	2	0.91%	Increased
1491	AA Apriem Advisors Irvine, California	$4.87M	-$1.02M	2	0.42%	Reduced
1492	BFM Brooklands Fund Management London, United Kingdom	$4.86M	+$1.95M	1	3.8%	Increased
1493	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$4.86M	$0	1	1.15%	Maintained
1494	Forvis Mazars Wealth Advisors Springfield, Missouri	$4.86M	+$7.43K	2	0.08%	Increased
1495	NCM NCM Capital Management Ramsey, New Jersey	$4.85M	-$214K	2	1.5%	Reduced
1496	Meiji Yasuda Life Insurance Tokyo, Japan	$4.85M	-$1.46M	2	0.16%	Reduced
1497	CI Cigna Investments Bloomfield, Connecticut	$4.84M	+$204K	3	0.63%	Increased
1498	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$4.84M	-$2.25M	2	0.19%	Reduced
1499	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$4.83M	+$3.2M	2	0.91%	Increased
1500	SAM Shikiar Asset Management New York	$4.82M	+$3.94M	1	1.22%	New