← 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
1526	BFA Beaumont Financial Advisors Needham, Massachusetts	$225K	+$197K	1	0.02%	New
1527	MHR Matthew Hamilton Rosenberg	$225K	-$20.4K	3	0.08%	Reduced
1528	CF Centaurus Financial Anaheim, California	$225K	-$55.4K	1	0.02%	Reduced
1529	ZWJ Investment Counsel Atlanta, Georgia	$225K	-$146K	1	0.01%	Reduced
1530	WC Waterloo Capital Austin, Texas	$224K	+$196K	1	0.07%	New
1531	HPA High Probability Advisors Pittsford, New York	$224K	+$196K	1	0.05%	New
1532	CFGS Concourse Financial Group Securities Birmingham, Alabama	$224K	-$47.4K	3	0.02%	Reduced
1533	RIA Regal Investment Advisors Kentwood, Michigan	$223K	-$39.6K	1	0.02%	Reduced
1534	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$223K	+$195K	1	0.07%	New
1535	VWM Venturi Wealth Management Austin, Texas	$222K	-$1.21M	1	0.02%	Reduced
1536	Ameritas Advisory Services Lincoln, Nebraska	$222K	-$246K	1	0.03%	Reduced
1537	ICM IMS Capital Management Portland, Oregon	$222K	+$194K	1	0.12%	New
1538	AA Alta Advisers London, United Kingdom	$221K	$0	1	0.12%	Maintained
1539	BOM Bank of Marin Novato, California	$221K	-$61.6K	1	0.21%	Reduced
1540	CGIM Capital Group Investment Management Raffles Quay, Singapore	$221K	+$193K	1	0.01%	New
1541	WAM Worth Asset Management Dallas, Texas	$221K	$0	1	0.17%	Maintained
1542	CWM Compass Wealth Management Guilford, Connecticut	$220K	-$34.3K	1	0.07%	Reduced
1543	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$220K	+$193K	1	0.09%	New
1544	TCM Teza Capital Management Chicago, Illinois	$219K	-$474K	1	0.04%	Reduced
1545	GA GraniteShares Advisors New York	$219K	+$191K	1	0.2%	New
1546	SW SlateStone Wealth Jupiter, Florida	$218K	+$191K	1	0.04%	New
1547	AGP Autumn Glory Partners Dallas, Texas	$217K	+$190K	1	0.16%	New
1548	CWM Curi Wealth Management Raleigh, North Carolina	$217K	+$190K	1	0.03%	New
1549	AIM Anchor Investment Management Columbia, South Carolina	$217K	-$26.4K	2	0.03%	Reduced
1550	APG Abacus Planning Group Columbia, South Carolina	$217K	+$190K	1	0.05%	New