← 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
3101	SCA Southern Capital Advisors Jackson, Tennessee	$643K	+$47K	1	0.27%	Increased
3102	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$642K	+$13.3K	1	0.14%	Increased
3103	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$641K	+$557K	1	0.38%	New
3104	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$641K	$0	1	0.13%	Maintained
3105	PP Postrock Partners Overland Park, Oregon	$641K	$0	1	0.26%	Maintained
3106	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$641K	+$184K	1	0.22%	Increased
3107	CWS Cypress Wealth Services Palm Desert, California	$639K	-$7.04K	2	0.08%	Reduced
3108	HC Hourglass Capital Houston, Texas	$639K	$0	1	0.13%	Maintained
3109	CMP Courage Miller Partners Norfolk, Virginia	$639K	$0	1	0.17%	Maintained
3110	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$638K	$0	1	0.02%	Maintained
3111	SH SLT Holdings Scottsdale, Arizona	$637K	+$40.8K	1	0.4%	Increased
3112	CCA Cora Capital Advisors Marlton, New Jersey	$637K	+$6.91K	2	0.18%	Increased
3113	NIA NBZ Investment Advisors Knoxville, Tennessee	$636K	+$552K	1	0.25%	New
3114	AP Atwood & Palmer Kansas City, Missouri	$633K	+$48K	2	0.03%	Increased
3115	AV Alamea Verwaltungs Edison, New Jersey	$631K	+$548K	1	0.5%	New
3116	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$631K	+$258K	2	0.2%	Increased
3117	WW Waterfront Wealth Overland Park, Kansas	$629K	$0	1	0.1%	Maintained
3118	AW Atlas Wealth Cincinnati, Ohio	$629K	-$58.2K	1	0.09%	Reduced
3119	MWM Marietta Wealth Management Marietta, Georgia	$629K	$0	1	0.06%	Maintained
3120	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$627K	$0	1	0.12%	Maintained
3121	FMTC Farmers & Merchants Trust Company Long Beach, California	$627K	+$210K	2	0.14%	Increased
3122	BPWM BCS Private Wealth Management Rumson, New Jersey	$626K	-$305K	1	0.19%	Reduced
3123	PP PFS Partners Mine Hill, New Jersey	$626K	-$11.7K	3	0.25%	Reduced
3124	GSWA Good Steward Wealth Advisors Clarksville, Tennessee	$625K	-$13.5K	2	0.38%	Reduced
3125	HFM Hartford Financial Management Hartford, Connecticut	$625K	$0	1	0.14%	Maintained