← 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
1301
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$201K +$187K 1 0.01% New
1302
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$199K +$3.02K 4 0.05% Increased
1303
RFA
Reilly Financial Advisors
California
$199K -$645 2 0.02% Reduced
1304
Mutual of America Capital Management
Mutual of America Capital Management
New York
$198K +$12.1K 2 0% Increased
1305
VCM
Vigilant Capital Management
Maine
$190K +$4.17K 2 0.02% Increased
1306
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$184K +$103K 3 0.03% Increased
1307
BCM
Blume Capital Management
California
$182K +$176K 2 0.07% New
1308
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K $0 1 0.01% Maintained
1309
IBOK
Independence Bank of Kentucky
Kentucky
$177K +$15K 2 0.09% Increased
1310
FWM
Focused Wealth Management
New York
$176K $0 2 0.03% Maintained
1311
GWSG
GPS Wealth Strategies Group
Colorado
$176K +$165K 1 0.05% New
1312
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$176K +$10.2K 1 0% Increased
1313
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$172K $0 1 0% Maintained
1314
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$172K +$61.2K 2 0.05% Increased
1315
CT
Caldwell Trust
Florida
$167K +$10.3K 2 0.02% Increased
1316
AIM
Anchor Investment Management
South Carolina
$156K -$7.73K 2 0.02% Reduced
1317
CFO
CVA Family Office
Colorado
$156K +$39.4K 1 0.06% Increased
1318
OC
Oakworth Capital
Alabama
$152K $0 2 0.02% Maintained
1319
SCM
Silvant Capital Management
Georgia
$150K $0 1 0.03% Maintained
1320
HWMA
Heritage Wealth Management (Arizona)
Arizona
$149K +$144K 2 0.08% New
1321
CB
CNB Bank
Pennsylvania
$144K $0 1 0.1% Maintained
1322
RMC
Resources Management Corp
Connecticut
$142K $0 1 0.02% Maintained
1323
Penserra Capital Management
Penserra Capital Management
California
$140K +$21.5K 1 0% Increased
1324
EIP
Ellis Investment Partners
Pennsylvania
$138K +$6.19K 1 0.04% Increased
1325
SNT
Security National Trust
West Virginia
$138K $0 1 0.03% Maintained