← 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
GM
GeoWealth Management
Illinois
$551K +$430K 1 0.05% Increased
1302
KWMG
King Wealth Management Group
Florida
$551K -$5.3K 1 0.11% Reduced
1303
BCG
Breakwater Capital Group
New Jersey
$550K +$20.5K 1 0.16% Increased
1304
MA
MONECO Advisors
Connecticut
$549K -$91.8K 1 0.1% Reduced
1305
Empirical Wealth Management
Empirical Wealth Management
Washington
$548K -$23.8K 1 0.02% Reduced
1306
CT
Columbia Trust
Oregon
$546K +$30.9K 1 0.25% Increased
1307
FB
First Bancorp
Maine
$544K -$12.1K 1 0.43% Reduced
1308
ACM
AUA Capital Management
Pennsylvania
$542K $0 1 0.34% Maintained
1309
GA
Geller Advisors
New York
$539K $0 1 0.05% Maintained
1310
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$535K +$6.18K 1 0.01% Increased
1311
KA
Keene & Associates
Texas
$534K +$1.01K 1 0.44% Increased
1312
WBC
West Branch Capital
Massachusetts
$534K $0 1 0.25% Maintained
1313
EFG
Everhart Financial Group
Ohio
$532K +$49.9K 1 0.19% Increased
1314
DBIA
Dumont & Blake Investment Advisors
New Jersey
$530K -$57.4K 1 0.16% Reduced
1315
LGT Fund Management
LGT Fund Management
Liechtenstein
$530K $0 1 0.23% Maintained
1316
WC
Waterloo Capital
Texas
$525K +$481K 1 0.09% New
1317
Great Lakes Advisors
Great Lakes Advisors
Illinois
$524K +$95.4K 1 0.01% Increased
1318
GA
GSG Advisors
New Jersey
$519K +$10.2K 1 0.2% Increased
1319
BW
Bison Wealth
Georgia
$519K +$441 1 0.09% Increased
1320
KBFS
Kohmann Bosshard Financial Services
Ohio
$517K +$11K 2 0.08% Increased
1321
IP
Isthmus Partners
Wisconsin
$516K $0 1 0.07% Maintained
1322
Simplex Trading
Simplex Trading
Illinois
$515K -$37.4K 2 0% Reduced
1323
KLC
Knowledge Leaders Capital
Colorado
$514K -$42.8K 1 0.81% Reduced
1324
TCWA
Turtle Creek Wealth Advisors
Texas
$513K +$470K 2 0.15% New
1325
Cohen & Steers
Cohen & Steers
New York
$509K -$89.8K 1 0% Reduced