← 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
1201	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$28K	$0	1	0.02%	Maintained
1202	PWP Personal Wealth Partners Bloomington, Minnesota	$27K	+$27.6K	1	0.01%	New
1203	ACS Archford Capital Strategies Swansea, Illinois	$26K	-$3.08K	1	0.01%	Reduced
1204	Capstone Investment Advisors New York	$26K	-$17.7K	1	0%	Reduced
1205	AIM Arcadia Investment Management Kalamazoo, Michigan	$25K	+$24.3K	1	0.01%	New
1206	NL NKCFO LLC Geneva, Illinois	$24K	$0	1	0.02%	Maintained
1207	Prime Capital Investment Advisors Overland Park, Kansas	$24K	-$110K	1	0%	Reduced
1208	POIA Pin Oak Investment Advisors Houston, Texas	$23K	$0	1	0.02%	Maintained
1209	CJA C-J Advisory San Jose, California	$22K	$0	1	0.01%	Maintained
1210	QAM QCI Asset Management Pittsford, New York	$22K	$0	2	0%	Maintained
1211	Balentine LLC Atlanta, Georgia	$21K	+$5.85K	4	0%	Increased
1212	TF Tompkins Financial Ithaca, New York	$21K	-$32K	1	0%	Reduced
1213	TPWA TRUE Private Wealth Advisors Salem, Oregon	$21K	+$22.1K	3	0%	New
1214	FPB First PREMIER Bank Sioux Falls, South Dakota	$20K	$0	1	0.01%	Maintained
1215	SAM Shamrock Asset Management Dallas, Texas	$20K	$0	2	0.01%	Maintained
1216	TCCM Timber Creek Capital Management Boston, Massachusetts	$20K	$0	1	0.01%	Maintained
1217	BWM Baystate Wealth Management Boston, Massachusetts	$19K	-$20.9K	2	0%	Reduced
1218	LJHT Laurie J. Hall Trustee	$19K	$0	1	0.01%	Maintained
1219	PMFA Plante Moran Financial Advisors Southfield, Michigan	$19K	$0	1	0.01%	Maintained
1220	Destination Wealth Management Walnut Creek, California	$18K	-$10.3K	1	0%	Reduced
1221	EIM Essex Investment Management Boston, Massachusetts	$18K	$0	1	0%	Maintained
1222	TCM Tradewinds Capital Management Bellingham, Washington	$18K	$0	1	0.01%	Maintained
1223	WAS Winch Advisory Services Appleton, Wisconsin	$18K	+$13.8K	2	0.01%	Increased
1224	FGAM Financial Gravity Asset Management Lakeway, Texas	$17K	-$7.61K	2	0.01%	Reduced
1225	FFC First Financial Corp Terre Haute, Indiana	$17K	$0	1	0.01%	Maintained