← 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
1601	GIM Generali Investments Management Ljubljana, Slovenia	$4.16M	+$2.08M	1	0.9%	Increased
1602	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$4.16M	+$10.3K	3	0.18%	Increased
1603	ACM Allred Capital Management Dallas, Texas	$4.15M	+$8.16K	1	1.36%	Increased
1604	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$4.15M	-$86.6K	5	0.4%	Reduced
1605	MAMA Myriad Asset Management Advisors West Palm Beach, Florida	$4.14M	+$42.3K	1	0.98%	Increased
1606	VRM Vectors Research Management New York	$4.14M	+$27.6K	1	1.08%	Increased
1607	DI DAGCO Inc Westlake, Ohio	$4.13M	+$142K	2	0.76%	Increased
1608	VC Veracity Capital Atlanta, Georgia	$4.13M	+$651K	3	1.11%	Increased
1609	TC TownSquare Capital Provo, Utah	$4.13M	+$111K	2	0.76%	Increased
1610	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$4.12M	+$75.8K	1	0.64%	Increased
1611	VWM Vigilare Wealth Management Scottsdale, Arizona	$4.11M	-$248K	1	1.26%	Reduced
1612	DAM Draper Asset Management Smithtown, New York	$4.08M	-$1.48M	1	2.06%	Reduced
1613	VMMC V.M. Manning & Co Greenville, South Carolina	$4.08M	+$3.54M	1	3.49%	New
1614	VCM Viewpoint Capital Management Seattle, Washington	$4.07M	-$546K	1	2.08%	Reduced
1615	Washington Trust Westerly, Rhode Island	$4.07M	+$487K	3	0.13%	Increased
1616	SFG Stonebridge Financial Group San Rafael, California	$4.06M	+$3.61M	2	0.56%	New
1617	WA Wealthstar Advisors Plano, Texas	$4.02M	+$3.33M	2	1.17%	New
1618	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$4.01M	-$13.3K	1	4.76%	Reduced
1619	CW CrossGen Wealth Greenville, North Carolina	$4.01M	+$58.5K	2	3.12%	Increased
1620	LGT Fund Management Vaduz, Liechtenstein	$4M	-$451K	1	0.17%	Reduced
1621	NI Natural Investments Windsor, California	$3.99M	-$1.36M	3	0.88%	Reduced
1622	FWA FSM Wealth Advisors Cleveland, Ohio	$3.96M	-$86.5K	3	0.42%	Reduced
1623	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$3.95M	-$173K	2	0.38%	Reduced
1624	MA MONECO Advisors Fairfield, Connecticut	$3.94M	+$510K	3	0.24%	Increased
1625	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$3.94M	+$427K	3	1.11%	Increased