← 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
1401	SOS Silver Oak Securities Jackson, Tennessee	$424K	+$306K	1	0.06%	Increased
1402	SRSA S.R. Schill & Associates Mercer Island, Washington	$423K	+$15.7K	1	0.19%	Increased
1403	HUB Investment Partners Austin, Texas	$421K	+$154K	1	0.03%	Increased
1404	CAM Columbia Asset Management Ann Arbor, Michigan	$421K	$0	1	0.09%	Maintained
1405	CWM Centurion Wealth Management Mclean, Virginia	$420K	+$385K	1	0.18%	New
1406	JWCA J.W. Cole Advisors Tampa, Florida	$419K	+$20.5K	1	0.02%	Increased
1407	FCA FinTrust Capital Advisors Greenville, South Carolina	$419K	+$16.5K	2	0.08%	Increased
1408	SFP Shepherd Financial Partners Winchester, Massachusetts	$419K	+$4.86K	1	0.06%	Increased
1409	LC Landaas & Company Milwaukee, Wisconsin	$419K	$0	1	0.16%	Maintained
1410	ZWJ Investment Counsel Atlanta, Georgia	$418K	-$153K	1	0.02%	Reduced
1411	CRI Colonial River Investments Midlothian, Virginia	$416K	+$9.05K	1	0.25%	Increased
1412	WIA Westbourne Investment Advisors Annapolis, Maryland	$416K	-$2.21K	1	0.17%	Reduced
1413	Cookson Peirce & Co Pittsburgh, Pennsylvania	$414K	+$106	1	0.03%	Increased
1414	CWM Cornerstone Wealth Management St. Peters, Missouri	$414K	-$13.2K	1	0.04%	Reduced
1415	ET Entropy Technologies New York	$413K	+$371K	1	0.08%	New
1416	AIM Alhambra Investment Management Palmetto Bay, Florida	$411K	-$164K	1	0.24%	Reduced
1417	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$410K	-$57.8K	1	0.37%	Reduced
1418	Douglas Lane & Associates New York	$410K	+$90.7K	1	0.01%	Increased
1419	TAM Titleist Asset Management San Antonio, Texas	$408K	+$25.2K	1	0.08%	Increased
1420	TSS Two Sigma Securities New York	$408K	+$386K	1	0%	New
1421	Harvest Fund Management Beijing, China	$408K	+$110K	1	0.06%	Increased
1422	Foundations Investment Advisors Phoenix, Arizona	$407K	+$340K	1	0.01%	New
1423	Winton Group London, United Kingdom	$405K	-$3.56M	1	0.03%	Reduced
1424	GGHC Gilder Gagnon Howe & Co New York	$405K	+$371K	1	0.01%	New
1425	RCA Resonant Capital Advisors Madison, Wisconsin	$403K	+$7.06K	1	0.04%	Increased