← 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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$360K -$453K 2 0.02% Reduced
1002
SAA
Southeast Asset Advisors
Georgia
$360K $0 1 0.09% Maintained
1003
EP
Eudaimonia Partners
Tennessee
$359K +$336K 2 0.14% New
1004
VF
Virtu Financial
New York
$359K -$367K 2 0.03% Reduced
1005
ONST
Old North State Trust
North Carolina
$358K +$1.67K 2 0.19% Increased
1006
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$357K +$16.4K 1 0.04% Increased
1007
LTI
Laffer Tengler Investments
Tennessee
$356K -$84.9K 1 0.24% Reduced
1008
JIP
Jaffetilchin Investment Partners
Florida
$354K +$332K 1 0.08% New
1009
Eagle Asset Management
Eagle Asset Management
Florida
$353K +$18.9K 1 0% Increased
1010
GP
Girard Partners
Pennsylvania
$353K +$444 1 0.06% Increased
1011
MSAM
Moloney Securities Asset Management
Missouri
$353K -$8.08K 1 0.11% Reduced
1012
BWA
BDO Wealth Advisors
Florida
$352K +$8.35K 2 0.09% Increased
1013
MCA
Magnolia Capital Advisors
Mississippi
$350K +$329K 1 0.33% New
1014
RWA
Ropes Wealth Advisors
Massachusetts
$349K +$8.71K 3 0.08% Increased
1015
DA
Doliver Advisors
Texas
$347K -$40.5K 1 0.14% Reduced
1016
DA
Dillon & Associates
Michigan
$346K $0 1 0.1% Maintained
1017
VLC
Van Leeuwen & Company
New Jersey
$346K +$324K 1 0.29% New
1018
LFA
Legacy Financial Advisors
Kentucky
$345K +$307K 1 0.11% New
1019
DWM
Dorchester Wealth Management
Quebec, Canada
$343K +$305K 1 0.1% New
1020
GTCM
Gyon Technologies Capital Management
New Jersey
$343K +$312K 1 0.23% New
1021
Altshuler Shaham
Altshuler Shaham
Israel
$341K +$42.8K 2 0.01% Increased
1022
PCM
Parsons Capital Management
Rhode Island
$335K +$2.31K 1 0.03% Increased
1023
AW
ACG Wealth
Georgia
$333K -$6.43K 1 0.05% Reduced
1024
PP
PDT Partners
New York
$333K +$302K 1 0.02% New
1025
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$331K +$310K 1 0.24% New