← 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
3151
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$609K $0 1 0.06% Maintained
3152
CA
Chatterton & Associates
California
$605K -$24.2K 2 0.36% Reduced
3153
SMA
Sage Mountain Advisors
Georgia
$605K +$273K 2 0.04% Increased
3154
SCS Capital Management
SCS Capital Management
Massachusetts
$603K -$97.4K 2 0.01% Reduced
3155
PFM
Peak Financial Management
Massachusetts
$602K -$35.7K 1 0.14% Reduced
3156
RIM
Redwood Investment Management
Arizona
$602K +$205K 2 0.06% Increased
3157
SFG
Southern Financial Group
Alabama
$600K -$59.2K 1 0.15% Reduced
3158
AWM
Avondale Wealth Management
Texas
$599K +$86.8K 1 0.24% Increased
3159
RGC
Roberts, Glore & Co
Illinois
$599K -$1.02K 1 0.15% Reduced
3160
EIP
Essential Investment Partners
Colorado
$598K $0 2 0.48% Maintained
3161
FLP
Financial Life Planners
Arizona
$597K +$227K 2 0.38% Increased
3162
NC
NewSquare Capital
Pennsylvania
$597K +$226K 2 0.04% Increased
3163
PFSC
Peoples Financial Services Corp
Pennsylvania
$596K -$9.19K 2 0.26% Reduced
3164
RFA
Rollins Financial Advisors
New York
$596K +$187K 1 0.08% Increased
3165
WWA
Wingate Wealth Advisors
Massachusetts
$596K $0 1 0.26% Maintained
3166
NCM
Next Capital Management
New York
$594K $0 1 0.16% Maintained
3167
EARNEST Partners
EARNEST Partners
Georgia
$594K +$250K 2 0% Increased
3168
Circle Wealth Management
Circle Wealth Management
New Jersey
$592K $0 1 0.01% Maintained
3169
IC
IKE Capital
New York
$591K +$559K 1 0.31% New
3170
CWA
Consilio Wealth Advisors
Washington
$590K +$208K 2 0.14% Increased
3171
RWS
Resolute Wealth Strategies
Mississippi
$588K +$116K 1 0.23% Increased
3172
LWA
LifeGoal Wealth Advisors
New York
$587K +$37.8K 1 0.27% Increased
3173
FLFS
Family Legacy Financial Solutions
North Carolina
$586K +$509K 1 0.36% New
3174
VNA
Valley National Advisers
Pennsylvania
$585K -$1.8K 3 0.07% Reduced
3175
TAM
Townsend Asset Management
North Carolina
$584K +$26.1K 2 0.19% Increased