← 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
1501	SSA South Street Advisors New York	$4.82M	-$625K	1	0.63%	Reduced
1502	MCA Magnolia Capital Advisors Jackson, Mississippi	$4.81M	-$256K	2	0.82%	Reduced
1503	Signature Estate & Investment Advisors Los Angeles, California	$4.8M	-$1.32M	2	0.09%	Reduced
1504	PCM Prelude Capital Management New York	$4.79M	+$308K	5	0.35%	Increased
1505	SC Shay Capital New York	$4.77M	-$3.84M	2	0.31%	Reduced
1506	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$4.77M	-$136K	2	1.72%	Reduced
1507	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$4.76M	+$705K	2	0.15%	Increased
1508	MC Matisse Capital Portland, Oregon	$4.76M	$0	2	1.9%	Maintained
1509	PSP Principal Street Partners Memphis, Tennessee	$4.75M	+$340K	4	0.7%	Increased
1510	MYA Meiji Yasuda America New York	$4.74M	+$865K	1	0.79%	Increased
1511	BIP Wealth Atlanta, Georgia	$4.73M	+$380K	3	0.13%	Increased
1512	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$4.72M	-$8.47K	1	1.99%	Reduced
1513	T Tableaux Stockbridge, Massachusetts	$4.72M	-$112K	1	1.99%	Reduced
1514	ACM Accent Capital Management Centerville, Ohio	$4.7M	+$4.08M	2	2.03%	New
1515	YC Yarbrough Capital Franklin, Tennessee	$4.7M	$0	1	0.14%	Maintained
1516	WA Wealth Alliance Mellville, New York	$4.69M	-$55.1K	2	0.39%	Reduced
1517	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$4.67M	+$105K	2	1.42%	Increased
1518	BHC Bull Harbor Capital Bethesda, Maryland	$4.67M	+$449K	3	0.91%	Increased
1519	SIG Sargent Investment Group Bethesda, Maryland	$4.65M	+$16.8K	2	0.56%	Increased
1520	FI Fractal Investments Glastonbury, Connecticut	$4.64M	$0	1	0.54%	Maintained
1521	Shelton Capital Management Denver, Colorado	$4.6M	+$204K	4	0.09%	Increased
1522	HAS HBW Advisory Services Simi Valley, California	$4.59M	-$426K	2	0.42%	Reduced
1523	BB Burford Brothers Dallas, Texas	$4.57M	+$33.7K	1	1.68%	Increased
1524	71 West Capital Partners Boston, Massachusetts	$4.57M	+$1.94M	2	0.16%	Increased
1525	CFG Cooper Financial Group Irvine, California	$4.57M	+$149K	3	0.38%	Increased