← 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
951
RBC
Roble Belko & Company
Pennsylvania
$4K +$3.93K 1 0% New
952
TFO
Tarbox Family Office
California
$4K -$553 1 0% Reduced
953
HFM
Hartford Financial Management
Connecticut
$3K $0 1 0% Maintained
954
HCM
Herndon Capital Management
Georgia
$3K +$2.58K 1 0% New
955
Perigon Wealth Management
Perigon Wealth Management
California
$3K +$2.89K 1 0% New
956
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$3K -$12.3K 1 0% Reduced
957
TCM
Tradewinds Capital Management
Washington
$3K +$2.95K 1 0% New
958
AWM
AllSquare Wealth Management
New York
$2K $0 1 0% Maintained
959
CIM
Contravisory Investment Management
Massachusetts
$2K +$2.03K 1 0% New
960
M
MOTCO
Texas
$2K +$2.09K 1 0% New
961
NCA
NCM Capital Advisers
North Carolina
$2K $0 1 0.01% Maintained
962
RWM
Raffa Wealth Management
District of Columbia
$1.32K $0 2 0% Maintained
963
LWA
Lowe Wealth Advisors
Maryland
$1K +$1.47K 1 0% New
964
SAM
Shamrock Asset Management
Texas
$1K $0 1 0% Maintained
965
VCM
Vigilant Capital Management
Maine
$1K -$14K 1 0% Reduced
966
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
967
AIM
Advantage Investment Management
Iowa
$0 $0 1 0% Maintained
968
AWMS
Advocacy Wealth Management Services
Georgia
$0 -$31K 0 – Closed
969
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$0 -$15.8M 0 – Closed
970
AFG
Albion Financial Group
Utah
$0 -$866K 0 – Closed
971
AIM
Arcadia Investment Management
Michigan
$0 $0 1 0% Maintained
972
ATC
Argent Trust Co
Tennessee
$0 -$264K 0 – Closed
973
Artisan Partners
Artisan Partners
Wisconsin
$0 -$3.53M 0 – Closed
974
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0 -$54.8M 0 – Closed
975
BIA
Barry Investment Advisors
Massachusetts
$0 -$6.25M 0 – Closed