← 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
1651	CIM Corbyn Investment Management Lutherville, Maryland	$3.81M	$0	1	1.1%	Maintained
1652	Douglass Winthrop Advisors New York	$3.81M	+$124K	2	0.07%	Increased
1653	GDCM Galaxy Digital Capital Management New York	$3.8M	+$317K	3	1.84%	Increased
1654	PK Pflug Koory Omaha, Nebraska	$3.79M	-$100K	3	1.51%	Reduced
1655	AMIM Aull & Monroe Investment Management Mobile, Alabama	$3.78M	-$10.3K	2	1.58%	Reduced
1656	SC Shuttleworth & Co Powell, Ohio	$3.78M	-$2.42K	1	3.02%	Reduced
1657	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$3.78M	-$142K	2	0.34%	Reduced
1658	FWTB First Western Trust Bank Denver, Colorado	$3.77M	-$75.2K	2	0.18%	Reduced
1659	HighPoint Advisor Group Downers Grove, Illinois	$3.77M	+$336K	2	0.13%	Increased
1660	NP Nilsine Partners Greenwood Village, Colorado	$3.76M	-$23.5K	3	0.26%	Reduced
1661	RPC Royal Palms Capital Whitefish, Montana	$3.76M	-$1.19M	2	3.3%	Reduced
1662	JGUA John G. Ullman & Associates Corning, New York	$3.76M	-$388K	1	0.46%	Reduced
1663	LBWM Left Brain Wealth Management Naperville, Illinois	$3.75M	+$3.26M	1	1.13%	New
1664	LK Lumbard & Kellner Hollis, New Hampshire	$3.75M	+$76.4K	2	1.14%	Increased
1665	VIA Virtus Investment Advisers Hartford, Connecticut	$3.73M	+$3.39M	2	0.87%	New
1666	VC Vestor Capital Chicago, Illinois	$3.73M	-$24.7M	3	0.23%	Reduced
1667	GEA Glen Eagle Advisors Kingston, New Jersey	$3.73M	+$990K	3	0.47%	Increased
1668	BL BFSG LLC Irvine, California	$3.73M	+$307K	2	0.33%	Increased
1669	PC Parrish Capital Kennesaw, Georgia	$3.73M	-$733K	2	3.59%	Reduced
1670	CCG Cloverfields Capital Group Minneapolis, Minnesota	$3.73M	-$1.01M	2	1.13%	Reduced
1671	ET Equitable Trust Nashville, Tennessee	$3.73M	-$10.4K	2	0.16%	Reduced
1672	BWM Bernard Wealth Management Royal Oak, Michigan	$3.72M	+$3M	2	1.37%	Increased
1673	PPA Pacific Point Advisors Rancho Santa Fe, California	$3.72M	-$387K	2	1.7%	Reduced
1674	BCG Breakwater Capital Group Paramus, New Jersey	$3.71M	-$27.9K	2	0.45%	Reduced
1675	Procyon Advisors Shelton, Connecticut	$3.7M	-$100K	2	0.16%	Reduced