← 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
1676	AFT Alpha Family Trust Los Angeles, California	$237K	$0	1	0.16%	Maintained
1677	DWA Delap Wealth Advisory Lake Oswego, Oregon	$237K	+$217K	1	0.11%	New
1678	FSCM Front Street Capital Management Missoula, Montana	$237K	-$12.1K	1	0.05%	Reduced
1679	O3W Omni 360 Wealth Plainsboro, New Jersey	$236K	+$216K	1	0.22%	New
1680	VP Verum Partners Charlotte, North Carolina	$236K	-$5.08K	1	0.09%	Reduced
1681	AF Apexium Financial Dallas, Texas	$235K	+$216K	1	0.02%	New
1682	CWM Cahaba Wealth Management Atlanta, Georgia	$235K	-$36.4K	1	0.02%	Reduced
1683	Exchange Traded Concepts Oklahoma City, Oklahoma	$235K	-$2.22M	1	0.01%	Reduced
1684	Horizon Kinetics Asset Management New York	$235K	+$215K	1	0%	New
1685	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$235K	+$215K	1	0.05%	New
1686	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$234K	-$1.54K	1	0.12%	Reduced
1687	AO Advisor OS Chicago, Illinois	$233K	+$213K	1	0.03%	New
1688	RFO RiverGlades Family Offices Naples, Florida	$233K	+$187K	1	0.19%	New
1689	KCM Kathmere Capital Management Wayne, Pennsylvania	$233K	+$213K	1	0.03%	New
1690	Partners Capital Investment Group Boston, Massachusetts	$232K	-$66K	1	0.01%	Reduced
1691	DOA D'Orazio & Associates Falls Church, Virginia	$232K	+$213K	1	0.04%	New
1692	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$232K	+$212K	1	0.05%	New
1693	OA Operose Advisors Milwaukee, Wisconsin	$231K	-$56.3K	2	0.09%	Reduced
1694	HBWM Hollow Brook Wealth Management Katonah, New York	$230K	$0	1	0.09%	Maintained
1695	TCTC Holdings Dallas, Texas	$230K	$0	1	0.01%	Maintained
1696	SRC Sage Rhino Capital Menlo Park, California	$229K	+$1.1K	1	0.06%	Increased
1697	OAM Oxford Asset Management Oxford, United Kingdom	$229K	+$216K	1	0.34%	New
1698	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$229K	-$47K	1	0.2%	Reduced
1699	TPW TL Private Wealth Southlake, Texas	$229K	$0	1	0.12%	Maintained
1700	FCM Firsthand Capital Management San Jose, California	$229K	$0	1	0.32%	Maintained