← 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
1751	AIM Advyzon Investment Management Lisle, Illinois	$3.37M	-$110K	3	0.24%	Reduced
1752	SOS Silver Oak Securities Jackson, Tennessee	$3.36M	+$217K	2	0.2%	Increased
1753	MFS Miller Financial Services Marshall, Michigan	$3.35M	+$571K	1	2.7%	Increased
1754	OL Optas LLC Austin, Texas	$3.35M	-$160K	2	0.47%	Reduced
1755	CC Cypress Capital Franklin, Tennessee	$3.35M	-$121K	2	0.91%	Reduced
1756	ACM Argyle Capital Management Center Valley, Pennsylvania	$3.35M	$0	2	0.96%	Maintained
1757	HP Hilltop Partners Mishawaka, Indiana	$3.34M	+$191K	2	0.81%	Increased
1758	RFG Advisory Birmingham, Alabama	$3.34M	-$954K	3	0.05%	Reduced
1759	CB CNB Bank Clearfield, Pennsylvania	$3.33M	+$158K	3	1.3%	Increased
1760	I INVST Indianapolis, Indiana	$3.32M	+$10.9K	2	0.32%	Increased
1761	LWP LMG Wealth Partners Shreveport, Louisiana	$3.3M	+$16.5K	2	0.53%	Increased
1762	ACM Alpha Capital Management Austin, Texas	$3.29M	+$3.12M	1	0.43%	New
1763	MAM McLaughlin Asset Management Danville, Illinois	$3.29M	+$653K	2	2.27%	Increased
1764	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$3.27M	+$74.9K	2	0.49%	Increased
1765	CGIM Capital Group Investment Management Raffles Quay, Singapore	$3.27M	$0	1	0.49%	Maintained
1766	RHJA Rice Hall James & Associates San Diego, California	$3.26M	+$1.42M	1	0.16%	Increased
1767	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$3.26M	+$613K	2	0.65%	Increased
1768	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$3.25M	+$1.68M	3	0.61%	Increased
1769	KC Knuff & Co Foster City, California	$3.25M	+$355K	2	0.82%	Increased
1770	AHL Abel Hall LLC Baton Rouge, Louisiana	$3.24M	+$294K	4	0.56%	Increased
1771	GTAM Global Trust Asset Management West Palm Beach, Florida	$3.24M	+$1.14M	2	1.01%	Increased
1772	WEG World Equity Group Schaumburg, Illinois	$3.23M	-$3.79K	3	0.72%	Reduced
1773	EL Essex LLC Deer Park, Illinois	$3.23M	-$387K	1	0.49%	Reduced
1774	GAA Global Assets Advisory Orlando, Florida	$3.23M	+$295K	3	0.7%	Increased
1775	TW Tempo Wealth Independence, Ohio	$3.22M	+$368K	2	0.48%	Increased