← 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
3326
CP
Camelot Portfolios
Ohio
$477K $0 1 0.33% Maintained
3327
DRW Securities
DRW Securities
Illinois
$477K -$15.2M 1 0.01% Reduced
3328
TBT
Texas Bank & Trust
Texas
$477K +$465K 2 0.16% New
3329
JEST
JTC Employer Solutions Trustee
Jersey
$476K $0 1 0.04% Maintained
3330
Alesco Advisors
Alesco Advisors
New York
$475K +$16.3K 1 0.01% Increased
3331
BAM
Brave Asset Management
New Jersey
$475K $0 1 0.1% Maintained
3332
IA
Intellus Advisors
Florida
$475K -$11.2K 1 0.06% Reduced
3333
MSWM
Master's Wealth Management
Pennsylvania
$474K +$429K 2 0.14% New
3334
LWM
Lionsbridge Wealth Management
Florida
$474K +$449K 1 0.47% New
3335
RMAM
Raab & Moskowitz Asset Management
New Jersey
$474K $0 1 0.1% Maintained
3336
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$473K $0 1 0.52% Maintained
3337
LPFG
Landing Point Financial Group
Ohio
$472K $0 1 0.16% Maintained
3338
AIA
Accelerate Investment Advisors
California
$472K +$202K 2 0.27% Increased
3339
OCM
Orleans Capital Management
Louisiana
$470K +$445K 1 0.24% New
3340
LCC
Lincoln Capital Corp
Rhode Island
$470K -$4.08K 1 0.15% Reduced
3341
5SA
5th Street Advisors
Connecticut
$469K $0 1 0.18% Maintained
3342
MWA
Medallion Wealth Advisors
Connecticut
$469K +$15.6K 4 0.15% Increased
3343
HKIM
Hayek Kallen Investment Management
Alabama
$467K $0 1 0.14% Maintained
3344
IAG
Investment Advisory Group
Massachusetts
$466K +$423K 2 0.1% New
3345
SFGM
Stonebridge Financial Group (Missouri)
Missouri
$466K +$422K 2 0.31% New
3346
MWA
MN Wealth Advisors
Kansas
$466K +$188K 2 0.2% Increased
3347
MPW
Magnolia Private Wealth
Pennsylvania
$465K +$28.6K 1 0.26% Increased
3348
TGIA
Torrey Growth & Income Advisors
California
$465K $0 1 0.16% Maintained
3349
MWM
Mattern Wealth Management
Kansas
$465K +$182K 2 0.08% Increased
3350
CPG
Cornerstone Planning Group
New Jersey
$465K -$37.9K 5 0.06% Reduced