← 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
501	WC Westhampton Capital Winston-Salem, North Carolina	$5.52M	-$215K	1	3.55%	Reduced
502	AOWM Alpha Omega Wealth Management Richmond, Virginia	$5.43M	-$348K	1	0.94%	Reduced
503	AR Advisory Research Chicago, Illinois	$5.35M	+$350K	4	0.74%	Increased
504	Tidal Investments Milwaukee, Wisconsin	$5.33M	+$468K	2	0.16%	Increased
505	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$5.31M	-$106K	2	0.14%	Reduced
506	Trexquant Investment Stamford, Connecticut	$5.26M	+$2.93M	3	0.13%	Increased
507	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.26M	+$430K	3	2.3%	Increased
508	CPC Consolidated Planning Corp Atlanta, Georgia	$5.22M	+$112K	1	1.16%	Increased
509	DWA Dorsey Wright & Associates Pasadena, California	$5.16M	+$1.22M	4	1.6%	Increased
510	PCA Providence Capital Advisors Charlotte, North Carolina	$5.11M	-$1.18M	2	1.34%	Reduced
511	Dakota Wealth Management Palm Beach Gardens, Florida	$5.1M	+$662K	2	0.22%	Increased
512	Davenport & Co Richmond, Virginia	$5.1M	+$319K	1	0.04%	Increased
513	Cetera Investment Advisers Schaumburg, Illinois	$5.08M	+$106K	2	0.04%	Increased
514	Crossmark Global Holdings Houston, Texas	$5.07M	-$1.55M	2	0.11%	Reduced
515	NRS Neville Rodie & Shaw New York	$5.06M	-$11.9K	1	0.45%	Reduced
516	SFG StrategIQ Financial Group Merrillville, Indiana	$5.03M	$0	1	0.58%	Maintained
517	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$5.03M	-$201K	4	0.05%	Reduced
518	NewEdge Wealth Pittsburgh, Pennsylvania	$5.02M	+$187K	1	0.16%	Increased
519	SAM Selway Asset Management	$5M	-$140K	1	2.3%	Reduced
520	Two Sigma Investments New York	$4.94M	-$12.2M	4	0.01%	Reduced
521	ISB Iowa State Bank Urbandale, Iowa	$4.89M	-$147K	1	1.27%	Reduced
522	BCM Beddow Capital Management Jackson, Wyoming	$4.83M	+$120K	1	2.36%	Increased
523	Lighthouse Investment Partners Palm Beach Gardens, Florida	$4.78M	+$2.93M	2	0.2%	Increased
524	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$4.78M	+$4.31M	3	0.16%	Increased
525	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.76M	+$125K	2	0.18%	Increased