← 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
1326	SS Sunbelt Securities Houston, Texas	$508K	-$1.1K	2	0.06%	Reduced
1327	PWG Portside Wealth Group Provo, Utah	$506K	+$116K	1	0.09%	Increased
1328	SIM Sentry Investment Management Stevens Point, Wisconsin	$503K	-$49.4K	1	0.22%	Reduced
1329	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$499K	+$5.57K	1	0.16%	Increased
1330	WIC Woodmont Investment Counsel Nashville, Tennessee	$499K	+$23.8K	1	0.05%	Increased
1331	Maverick Capital Dallas, Texas	$498K	+$456K	1	0.01%	New
1332	RP Riverwater Partners Milwaukee, Wisconsin	$497K	+$225K	2	0.39%	Increased
1333	HNWAG High Net Worth Advisory Group Naples, Florida	$497K	-$6.18K	1	0.18%	Reduced
1334	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$497K	+$5.3K	1	0.08%	Increased
1335	SC Steph & Co Marinette, Wisconsin	$493K	-$48.3K	2	0.24%	Reduced
1336	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$493K	+$111K	1	0.03%	Increased
1337	ACP Aviance Capital Partners Naples, Florida	$492K	-$44.1K	1	0.11%	Reduced
1338	FBFS First Business Financial Services Madison, Wisconsin	$492K	$0	1	0.06%	Maintained
1339	GFP Gryphon Financial Partners Columbus, Ohio	$492K	+$232K	1	0.09%	Increased
1340	VCA Verdence Capital Advisors Hunt Valley, Maryland	$488K	-$68.2K	1	0.05%	Reduced
1341	SIMG Sonora Investment Management Group Tucson, Arizona	$487K	-$148K	1	0.04%	Reduced
1342	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$486K	-$26K	1	0.39%	Reduced
1343	Atomi Financial Group New York	$482K	+$442K	1	0.07%	New
1344	HCA Harbour Capital Advisors Tysons Corner, Virginia	$482K	$0	1	0.13%	Maintained
1345	Aptus Capital Advisors Fairhope, Alabama	$482K	-$104K	1	0.01%	Reduced
1346	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$482K	$0	1	0.11%	Maintained
1347	MFC Mechanics Financial Corp Mansfield, Ohio	$482K	$0	1	0.27%	Maintained
1348	ZIG Zuckerman Investment Group Chicago, Illinois	$482K	+$441K	1	0.06%	New
1349	CP Canopy Partners Cincinnati, Ohio	$481K	+$441K	1	0.29%	New
1350	PAG Private Advisory Group Redmond, Washington	$481K	+$441K	1	0.08%	New