← 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
3401	Peterson Wealth Advisors Orem, Utah	$447K	+$1.21K	1	0.05%	Increased
3402	WPG Advisers Baltimore, Maryland	$444K	+$106K	6	0.26%	Increased
3403	American Trust Lexington, Kentucky	$444K	+$40.8K	1	0.03%	Increased
3404	Novak & Powell Financial Services St. Petersburg, Florida	$443K	+$48K	1	0.21%	Increased
3405	Drum Hill Capital Westport, Connecticut	$443K	$0	1	0.45%	Maintained
3406	Cherrydale Wealth Management Hoboken, New Jersey	$443K	+$401K	2	0.12%	New
3407	RL Rogco LP Claremore, Oklahoma	$442K	$0	1	0.14%	Maintained
3408	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$441K	+$25.1K	2	0.03%	Increased
3409	W Advisors LLC Germantown, Tennessee	$441K	$0	1	0.2%	Maintained
3410	Simplify Asset Management Las Vegas, Nevada	$439K	+$15.3K	1	0.01%	Increased
3411	Coastwise Capital Group La Jolla, California	$439K	+$102K	1	0.26%	Increased
3412	TABR Capital Management Orange, California	$439K	+$5.1K	1	0.37%	Increased
3413	Cabot Wealth Management Salem, Massachusetts	$437K	+$19.4K	1	0.04%	Increased
3414	Indie Asset Partners Carmel, Indiana	$437K	$0	1	0.42%	Maintained
3415	Piscataqua Savings Bank Portsmouth, New Hampshire	$434K	-$237K	2	0.29%	Reduced
3416	M. Kulyk & Associates Decatur, Georgia	$434K	-$7.26K	1	0.07%	Reduced
3417	AA Alpha Advisors Richmond, Virginia	$434K	$0	1	0.33%	Maintained
3418	Parkside Investments Deerfield, Illinois	$432K	$0	1	0.05%	Maintained
3419	Eagle Bay Advisors New York	$432K	+$19.4K	1	0.32%	Increased
3420	CWM Compass Wealth Management Guilford, Connecticut	$430K	+$407K	1	0.08%	New
3421	Matters Capital Miami, Florida	$430K	$0	1	0.3%	Maintained
3422	Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$429K	-$94.9K	1	0.03%	Reduced
3423	Index Technologies Group New York	$427K	+$116K	2	0.34%	Increased
3424	WT Wealth Management Scottsdale, Arizona	$427K	+$125K	2	0.12%	Increased
3425	Palladiem Bryn Mawr, Pennsylvania	$427K	+$116K	2	0.41%	Increased