← 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
1001	Valeo Financial Advisors Carmel, Indiana	$12.3M	+$1.6M	4	0.26%	Increased
1002	CWG Cornerstone Wealth Group Huntersville, North Carolina	$12.3M	-$1.4M	2	0.73%	Reduced
1003	Atomi Financial Group New York	$12.2M	+$4.03M	3	0.32%	Increased
1004	RC Rithm Capital New York	$12.2M	$0	5	14.98%	Maintained
1005	FCP Fidelis Capital Partners Tampa, Florida	$12.1M	+$208K	3	0.7%	Increased
1006	PP PDT Partners New York	$12.1M	+$6.92M	2	0.64%	Increased
1007	FLI Family Legacy Inc Greenville, South Carolina	$12.1M	-$155K	2	3.23%	Reduced
1008	South Dakota Investment Council Sioux Falls, South Dakota	$12.1M	-$710K	3	0.21%	Reduced
1009	Western Wealth Management Golden, Colorado	$12.1M	+$499K	2	0.4%	Increased
1010	HWA HCR Wealth Advisors Los Angeles, California	$12.1M	+$4.19M	2	1.08%	Increased
1011	QPW Quantum Private Wealth Tampa, Florida	$12.1M	-$713K	2	3.09%	Reduced
1012	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$12M	-$159K	2	1.77%	Reduced
1013	GPFA Game Plan Financial Advisors Westlake, Ohio	$12M	+$1.96M	2	4.47%	Increased
1014	Ballentine Partners Waltham, Massachusetts	$11.9M	+$644K	3	0.15%	Increased
1015	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11.9M	-$90.8K	1	1.21%	Reduced
1016	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.9M	-$152K	1	3.53%	Reduced
1017	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$11.8M	+$94.1K	3	3.18%	Increased
1018	PCM Princeton Capital Management Red Bank, New Jersey	$11.8M	+$369K	2	2.66%	Increased
1019	HCA Harbor Capital Advisors Chicago, Illinois	$11.8M	-$574K	5	0.8%	Reduced
1020	MGIA Matthew Goff Investment Advisor Houston, Texas	$11.8M	-$242K	1	1.99%	Reduced
1021	MM M37 Management Menlo Park, California	$11.7M	$0	1	2.04%	Maintained
1022	TF Telligent Fund Hong Kong	$11.7M	$0	1	8.66%	Maintained
1023	CF CNA Financial Chicago, Illinois	$11.7M	+$11.1M	1	4.9%	New
1024	Loews Corp New York	$11.7M	+$11.1M	1	0.09%	New
1025	KJWM Kiley Juergens Wealth Management Olympia, Washington	$11.7M	-$259K	2	1.83%	Reduced