← 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
1576	NWM Northwest Wealth Management Spencer, Iowa	$4.29M	-$113K	2	0.57%	Reduced
1577	SIG Brokerage New York	$4.29M	+$3.75M	2	0.08%	New
1578	Aquatic Capital Management Chicago, Illinois	$4.28M	-$1.17M	3	0.15%	Reduced
1579	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$4.27M	+$4.04M	1	0.52%	New
1580	SIC Sigma Investment Counselors Northville, Michigan	$4.27M	-$66.5K	2	0.21%	Reduced
1581	Advent Capital Management New York	$4.26M	$0	1	0.1%	Maintained
1582	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$4.26M	-$86.1K	2	1.06%	Reduced
1583	CIAM Caitong International Asset Management Hong Kong	$4.26M	-$1.14M	4	0.58%	Reduced
1584	IFS Integrated Financial Solutions Reston, Virginia	$4.25M	+$3.34M	1	2.3%	Increased
1585	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4.24M	-$74.6K	5	0.1%	Reduced
1586	CAM Claret Asset Management Montreal, Quebec, Canada	$4.24M	-$383K	2	0.46%	Reduced
1587	BHA Beech Hill Advisors New York	$4.23M	-$68.2K	1	1.87%	Reduced
1588	ICA Infrastructure Capital Advisors New York	$4.22M	+$3.15M	1	0.25%	Increased
1589	BOH Bank of Hawaii Honolulu, Hawaii	$4.22M	-$1.51M	2	0.21%	Reduced
1590	SM Sciencast Management Princeton, New Jersey	$4.21M	+$601K	1	0.87%	Increased
1591	RCYC Richard C. Young & Co Newport, Rhode Island	$4.21M	+$3.98M	1	0.31%	New
1592	Y-Intercept (HK) Hong Kong	$4.21M	-$1.23M	2	0.08%	Reduced
1593	EFH Eaton Financial Holdings Coral Springs, Florida	$4.21M	-$1.71M	1	1.16%	Reduced
1594	FWM Focused Wealth Management Newburgh, New York	$4.21M	-$267K	3	0.37%	Reduced
1595	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$4.2M	+$856K	2	0.27%	Increased
1596	PAM PVG Asset Management Golden, Colorado	$4.2M	+$194K	1	2.43%	Increased
1597	DCU Dara Capital US Miami, Florida	$4.2M	+$1.33M	4	2.89%	Increased
1598	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$4.19M	$0	1	1.55%	Maintained
1599	SCM Schnieders Capital Management Pasadena, California	$4.19M	+$1.85M	3	0.55%	Increased
1600	Robertson Stephens Wealth Management San Francisco, California	$4.18M	-$2.87K	2	0.1%	Reduced