← 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
926
BAC
Boys Arnold & Co
North Carolina
$260K +$4.1K 1 0.04% Increased
927
Dakota Wealth Management
Dakota Wealth Management
Florida
$256K +$263K 1 0.13% New
928
Fenimore Asset Management
Fenimore Asset Management
New York
$255K $0 1 0.01% Maintained
929
Krilogy Financial
Krilogy Financial
Missouri
$254K $0 2 0.06% Maintained
930
RMCM
Reynders McVeigh Capital Management
Massachusetts
$252K $0 1 0.03% Maintained
931
BFA
Benedict Financial Advisors
Georgia
$251K $0 1 0.13% Maintained
932
IC
InterOcean Capital
Illinois
$250K -$286K 1 0.03% Reduced
933
KLWA
Kelly Lawrence W & Associates
California
$250K $0 1 0.05% Maintained
934
Martingale Asset Management
Martingale Asset Management
Massachusetts
$250K -$1.71M 1 0% Reduced
935
CFA
Carroll Financial Associates
North Carolina
$249K +$18.3K 2 0.03% Increased
936
DA
Doliver Advisors
Texas
$249K +$255K 1 0.11% New
937
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$249K +$15.3K 1 0.01% Increased
938
BOTW
Bank of the West
California
$243K +$18.1K 1 0.03% Increased
939
GAM
Gemmer Asset Management
California
$240K +$3.96K 4 0.08% Increased
940
CAN
Claraphi Advisory Network
United States
$238K +$244K 1 0.17% New
941
SFG
Summit Financial Group
West Virginia
$237K $0 1 0.19% Maintained
942
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$236K +$40.4K 1 0.09% Increased
943
AT
Argent Trust
Texas
$234K $0 1 0.06% Maintained
944
KA
KLCM Advisors
Wisconsin
$232K +$238K 1 0.06% New
945
RIM
Reliant Investment Management
Tennessee
$231K $0 1 0.17% Maintained
946
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$230K +$236K 1 0.02% New
947
BRWA
B. Riley Wealth Advisors
Florida
$228K -$13.3K 1 0.03% Reduced
948
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$228K $0 1 0.09% Maintained
949
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K -$24.6K 3 0% Reduced
950
SouthState Corp
SouthState Corp
Florida
$227K +$233K 1 0.03% New