← 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
801	NL NWAM LLC Mercer Island, Washington	$590K	-$50.6K	1	0.11%	Reduced
802	RHBC R.H. Bluestein & Co Birmingham, Michigan	$590K	-$95.4K	1	0.03%	Reduced
803	CFA Carroll Financial Associates Charlotte, North Carolina	$589K	+$6.7K	3	0.05%	Increased
804	Carson Wealth (CWM LLC) Omaha, Nebraska	$589K	$0	3	0%	Maintained
805	FIM Frontier Investment Management Dallas, Texas	$588K	+$75.3K	1	0.04%	Increased
806	HighPoint Advisor Group Downers Grove, Illinois	$585K	+$8.01K	2	0.13%	Increased
807	SCP Sandhill Capital Partners Buffalo, New York	$585K	-$9.75M	1	0.07%	Reduced
808	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$583K	$0	1	0.44%	Maintained
809	SS Sunbelt Securities Houston, Texas	$583K	+$568K	1	0.07%	New
810	ACM Alethea Capital Management Mercer Island, Washington	$582K	$0	1	0.37%	Maintained
811	MCM McRae Capital Management Morristown, New Jersey	$578K	-$218K	1	0.23%	Reduced
812	WIA Wealthstreet Investment Advisors Dallas, Texas	$578K	$0	1	0.07%	Maintained
813	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$575K	-$11.9K	1	0.02%	Reduced
814	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$574K	-$65.5K	1	0%	Reduced
815	Arax Advisory Partners Denver, Colorado	$572K	+$81	1	0.17%	Increased
816	Avantax Advisory Services Dallas, Texas	$572K	+$26.5K	1	0.02%	Increased
817	NRS Neville Rodie & Shaw New York	$570K	-$24.3K	1	0.06%	Reduced
818	Simplicity Solutions Minneapolis, Minnesota	$569K	-$507K	2	0.02%	Reduced
819	AI ArchPoint Investors Coral Gables, Florida	$564K	$0	1	0.19%	Maintained
820	TAM Tiverton Asset Management Wilimington, Delaware	$560K	+$62.5K	1	0.02%	Increased
821	SIAG Signet Investment Advisory Group Providence, Rhode Island	$558K	$0	1	0.57%	Maintained
822	CFN Cordasco Financial Network Naples, Florida	$557K	-$17K	1	0.53%	Reduced
823	Parallel Advisors San Francisco, California	$555K	+$53.6K	4	0.05%	Increased
824	Curi RMB Capital Chicago, Illinois	$554K	-$165K	2	0.01%	Reduced
825	GAMC Garner Asset Management Corp Plano, Texas	$554K	-$4.05K	1	0.41%	Reduced