← 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	IPW Inlet Private Wealth Jupiter, Florida	$610K	+$1.3K	1	0.16%	Increased
952	SIM Sentry Investment Management Stevens Point, Wisconsin	$610K	$0	1	0.16%	Maintained
953	RCS Retirement Capital Strategies San Jose, California	$607K	$0	1	0.23%	Maintained
954	CT Cambridge Trust Cambridge, Massachusetts	$604K	$0	1	0.02%	Maintained
955	Park National Corp Newark, Ohio	$604K	$0	1	0.03%	Maintained
956	SAA Southeast Asset Advisors Thomasville, Georgia	$603K	$0	1	0.1%	Maintained
957	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$601K	+$89.4K	1	0.12%	Increased
958	Empirical Wealth Management Seattle, Washington	$597K	+$21.5K	1	0.04%	Increased
959	BDFN Bond & Devick Financial Network St. Louis Park, Minnesota	$596K	$0	2	0.49%	Maintained
960	IHT Wealth Management Chicago, Illinois	$595K	+$68K	1	0.04%	Increased
961	Quadrant Capital Group Cincinnati, Ohio	$592K	+$85.6K	4	0.09%	Increased
962	EP Wealth Advisors Torrance, California	$590K	+$262K	2	0.02%	Increased
963	Carson Wealth (CWM LLC) Omaha, Nebraska	$589K	$0	3	0%	Maintained
964	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$589K	$0	1	0.32%	Maintained
965	WA WESPAC Advisors Orinda, California	$589K	+$573K	1	1.13%	New
966	Ballentine Partners Waltham, Massachusetts	$586K	+$221K	2	0.02%	Increased
967	AIC Archer Investment Corporation Carmel, Indiana	$582K	$0	1	0.23%	Maintained
968	Seizert Capital Partners Birmingham, Michigan	$582K	+$305K	1	0.03%	Increased
969	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$582K	+$50.2K	1	0.02%	Increased
970	CDH Charles D. Hyman	$581K	$0	1	0.04%	Maintained
971	RE RBC Europe London, United Kingdom	$580K	+$244K	3	0.03%	Increased
972	Amalgamated Bank New York	$576K	+$588K	1	0%	New
973	Jupiter Asset Management London, United Kingdom	$576K	-$62.3K	1	0.01%	Reduced
974	SG StoneX Group New York	$571K	+$321K	1	0.08%	Increased
975	IIC Ironwood Investment Counsel Scottsdale, Arizona	$570K	-$142K	1	0.15%	Reduced