← 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
1801	OFS OneAscent Financial Services Birmingham, Alabama	$3.09M	-$575K	3	0.15%	Reduced
1802	CA Cullinan Associates Louisville, Kentucky	$3.09M	-$27.8K	2	0.23%	Reduced
1803	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$3.09M	-$171K	2	0.79%	Reduced
1804	SWA SFMG Wealth Advisors Plano, Texas	$3.09M	+$408K	2	0.19%	Increased
1805	SI Seeds Investor New York	$3.08M	-$26.9K	3	0.32%	Reduced
1806	TFM TFC Financial Management Boston, Massachusetts	$3.08M	+$138K	5	0.34%	Increased
1807	VCP Verus Capital Partners Scottsdale, Arizona	$3.07M	+$53.6K	2	0.17%	Increased
1808	JSL JT Stratford LLC Gainesville, Georgia	$3.07M	+$148K	2	0.34%	Increased
1809	HCM Hollencrest Capital Management Newport Beach, California	$3.07M	-$2.87M	5	0.2%	Reduced
1810	SIC Samalin Investment Counsel Chappaqua, New York	$3.06M	+$6.86K	1	0.96%	Increased
1811	EPW Evolve Private Wealth Los Angeles, California	$3.06M	-$2.77M	2	0.19%	Reduced
1812	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$3.05M	$0	1	0.3%	Maintained
1813	Bridgeway Capital Management Houston, Texas	$3.05M	+$2.81M	1	0.05%	New
1814	BFG Berger Financial Group Plymouth, Minnesota	$3.05M	+$28.9K	2	0.16%	Increased
1815	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$3.05M	-$118K	2	0.46%	Reduced
1816	PCG PFC Capital Group Los Angeles, California	$3.04M	+$171K	2	1.17%	Increased
1817	AWM Aries Wealth Management Portland, Maine	$3.04M	$0	2	0.6%	Maintained
1818	SF Symphony Financial Houston, Texas	$3.04M	+$858K	3	0.33%	Increased
1819	MW Marble Wealth Montgomery, Alabama	$3.04M	-$1.78M	2	0.46%	Reduced
1820	IHL Investment House LLC Redondo Beach, California	$3.03M	+$2.63M	1	0.14%	New
1821	Everett Harris & Co Los Angeles, California	$3.02M	-$71.4K	2	0.04%	Reduced
1822	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$3.02M	+$104K	1	1.43%	Increased
1823	KCM Kanawha Capital Management Richmond, Virginia	$3.02M	+$72.1K	2	0.2%	Increased
1824	OCAM Owl Creek Asset Management New York	$3.01M	+$2.62M	1	0.25%	New
1825	WC Waterloo Capital Austin, Texas	$3.01M	-$212K	3	0.17%	Reduced