← 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	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$528K	+$164K	2	0.12%	Increased
1002	CIA Citadel Investment Advisory Chesterland, Ohio	$527K	$0	1	0.33%	Maintained
1003	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$525K	+$518K	1	0.22%	New
1004	SteelPeak Wealth Woodland Hills, California	$525K	+$184K	2	0.04%	Increased
1005	AWP Abacus Wealth Partners Santa Monica, California	$524K	-$4.32K	1	0.21%	Reduced
1006	CFFP Center for Financial Planning Southfied, Michigan	$523K	$0	2	0.13%	Maintained
1007	Robertson Stephens Wealth Management San Francisco, California	$522K	-$1.15K	1	0.06%	Reduced
1008	Bel Air Investment Advisors Los Angeles, California	$521K	+$506K	1	0.02%	New
1009	MIC Means Investment Company Bangor, Maine	$515K	+$1.87K	1	0.1%	Increased
1010	CreativeOne Wealth Overland Park, Kansas	$513K	+$62.8K	1	0.03%	Increased
1011	AC Arjuna Capital Durham, North Carolina	$510K	+$210K	1	0.22%	Increased
1012	SM Southport Management Wilson, Wyoming	$510K	$0	1	1.72%	Maintained
1013	WFI West Family Investments Carlsbad, California	$506K	+$497K	1	0.14%	New
1014	Focus Financial Network Minneapolis, Minnesota	$505K	+$259K	1	0.07%	Increased
1015	Altshuler Shaham Tel Aviv, Israel	$504K	+$495K	1	0%	New
1016	GJIC Gamble Jones Investment Counsel Pasadena, California	$500K	$0	1	0.03%	Maintained
1017	RTC Riverview Trust Company Vancouver, Washington	$499K	$0	1	0.53%	Maintained
1018	XTX Topco George Town, Cayman Islands	$495K	+$172K	1	0.17%	Increased
1019	RIM Regent Investment Management Louisville, Kentucky	$491K	-$2.88K	1	0.12%	Reduced
1020	ASFA All Season Financial Advisors Denver, Colorado	$490K	+$481K	1	0.35%	New
1021	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$490K	+$2.16K	1	0.14%	Increased
1022	SWA Stratos Wealth Advisors Beachwood, Ohio	$487K	+$110K	1	0.04%	Increased
1023	CFGS Concourse Financial Group Securities Birmingham, Alabama	$486K	+$7.05K	4	0.03%	Increased
1024	JCM Jacobi Capital Management Pittston, Pennsylvania	$485K	+$11K	2	0.06%	Increased
1025	Martingale Asset Management Boston, Massachusetts	$485K	-$9.69K	1	0.01%	Reduced