← 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
2151	OPA Old Port Advisors Portland, Maine	$2M	+$40.1K	2	0.39%	Increased
2152	CC Constitution Capital Shelton, Connecticut	$1.99M	$0	1	1.02%	Maintained
2153	Sax Wealth Advisors Parsippany, New Jersey	$1.99M	+$609K	2	0.08%	Increased
2154	NW Naviter Wealth Little Rock, Arkansas	$1.99M	-$315K	1	0.18%	Reduced
2155	SAM Sagewood Asset Management New York	$1.98M	+$188K	2	0.45%	Increased
2156	FAS Formuepleje A/S Aarhus C, Denmark	$1.98M	+$1.72M	1	0.15%	New
2157	HIMS Hager Investment Management Services New London, New Hampshire	$1.98M	-$328K	3	0.91%	Reduced
2158	FWA FORM Wealth Advisors Lake Geneva, Wisconsin	$1.97M	$0	1	0.22%	Maintained
2159	FUBT First United Bank & Trust Oakland, Maryland	$1.97M	+$204K	2	0.57%	Increased
2160	AIM Acropolis Investment Management St. Louis, Missouri	$1.97M	+$26K	3	0.08%	Increased
2161	FCB First County Bank Stamford, Connecticut	$1.97M	+$7.26K	1	0.93%	Increased
2162	CAWM Capital Advisors Wealth Management Yakima, Washington	$1.97M	+$188K	2	0.23%	Increased
2163	MWM Mindset Wealth Management Indianapolis, Indiana	$1.97M	+$4.67K	2	0.38%	Increased
2164	HFM Hartford Funds Management Wayne, Pennsylvania	$1.97M	+$1.86M	1	0.16%	New
2165	AA Alta Advisers London, United Kingdom	$1.95M	+$86.3K	2	0.44%	Increased
2166	FA FSA Advisors Troy, Michigan	$1.95M	+$70.1K	2	0.9%	Increased
2167	WIC Wilkins Investment Counsel Boston, Massachusetts	$1.95M	+$34.4K	2	0.26%	Increased
2168	MTIC Missouri Trust & Investment Company Springfield, Missouri	$1.95M	-$183K	2	0.53%	Reduced
2169	RT Rockland Trust Hanover, Massachusetts	$1.94M	+$144K	2	0.08%	Increased
2170	BAM BOCHK Asset Management Hong Kong	$1.94M	+$711K	2	0.31%	Increased
2171	SCA Sippican Capital Advisors Boston, Massachusetts	$1.94M	-$143K	1	1.19%	Reduced
2172	RS Rakuten Securities Tokyo, Japan	$1.94M	+$592K	5	0.45%	Increased
2173	TA TrueWealth Advisors Birmingham, Alabama	$1.93M	+$25.2K	2	0.43%	Increased
2174	JSAM J. Safra Asset Management New York	$1.93M	-$70.2K	2	0.09%	Reduced
2175	F8IS Figure 8 Investment Strategies Boise, Idaho	$1.92M	+$6.24K	1	1.63%	Increased