← 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
2176	BC Bridgefront Capital Austin, Texas	$1.92M	+$464K	1	0.51%	Increased
2177	1IA 1620 Investment Advisors Plymouth, Massachusetts	$1.92M	-$859K	3	1.19%	Reduced
2178	NRC New Republic Capital Charlotte, North Carolina	$1.92M	+$695K	2	0.44%	Increased
2179	AT Adelphi Trust Saint Petersburg, Florida	$1.92M	+$88.7K	1	1.27%	Increased
2180	GAM Gemmer Asset Management Walnut Creek, California	$1.92M	+$1.78K	2	0.13%	Increased
2181	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$1.91M	+$29.4K	2	1.1%	Increased
2182	DCM Davis Capital Management Jacksonville, Florida	$1.9M	+$50.6K	5	1.12%	Increased
2183	PAMS Pinpoint Asset Management (Singapore) Singapore,	$1.9M	+$1.52M	1	0.39%	Increased
2184	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$1.89M	$0	1	0.1%	Maintained
2185	DCA DB&C Advisors Holland, Michigan	$1.89M	+$4.03K	1	2.05%	Increased
2186	TC Trium Capital London, United Kingdom	$1.89M	-$732K	1	1.16%	Reduced
2187	EA Everpar Advisors Tulsa, Oklahoma	$1.89M	+$133K	2	0.54%	Increased
2188	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.89M	+$1.04M	3	0.1%	Increased
2189	LC LCNB Corp Lebanon, Ohio	$1.89M	-$2.9K	2	0.58%	Reduced
2190	KCP Kera Capital Partners San Jose, California	$1.89M	+$222K	3	0.18%	Increased
2191	YMRC Yorktown Management & Research Company Forest, Virginia	$1.87M	+$1.3M	4	1.15%	Increased
2192	KAS KPP Advisory Services Louisville, Kentucky	$1.87M	-$38.3K	2	0.24%	Reduced
2193	WC Westwind Capital Las Cruces, New Mexico	$1.87M	+$1.51M	1	0.44%	Increased
2194	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$1.87M	+$69.9K	2	0.65%	Increased
2195	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$1.87M	+$1.7M	2	0.62%	New
2196	OL Odyssean LLC Darien, Connecticut	$1.86M	+$890K	2	0.3%	Increased
2197	BWP BSW Wealth Partners Boulder, Colorado	$1.86M	-$42.3K	2	0.21%	Reduced
2198	KFI Key Financial Inc West Chester, Pennsylvania	$1.86M	+$58.2K	4	0.3%	Increased
2199	PWAM Papamarkou Wellner Asset Management New York	$1.85M	-$10.1K	1	1.16%	Reduced
2200	EWM Evermay Wealth Management Arlington, Virginia	$1.85M	+$431K	2	0.19%	Increased