← 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
1976
SP
Stablepoint Partners
Massachusetts
$2.46M -$104K 2 0.34% Reduced
1977
TNB
Thomasville National Bank
Georgia
$2.46M +$2.33M 1 0.14% New
1978
SCM
Stevens Capital Management
Pennsylvania
$2.46M +$1.3M 1 0.59% Increased
1979
MAWA
Moss Adams Wealth Advisors
Washington
$2.44M +$339K 2 0.15% Increased
1980
KP
Keel Point
Alabama
$2.44M +$215K 2 0.14% Increased
1981
LWA
Lantern Wealth Advisors
New York
$2.43M +$75.4K 2 1.11% Increased
1982
HOWA
Heritage Oak Wealth Advisors
Florida
$2.43M +$2.11M 1 0.72% New
1983
RIM
Rockbridge Investment Management
New York
$2.43M +$34.7K 1 0.2% Increased
1984
KFP
KMG Fiduciary Partners
Ohio
$2.43M +$1.5M 2 0.23% Increased
1985
Forum Financial Management
Forum Financial Management
Illinois
$2.43M +$87K 2 0.03% Increased
1986
Plancorp LLC
Plancorp LLC
Missouri
$2.43M -$439K 2 0.06% Reduced
1987
GC
Guidance Capital
Kentucky
$2.42M +$83.7K 1 0.52% Increased
1988
MW
Maia Wealth
Colorado
$2.42M +$414K 1 0.36% Increased
1989
SSWM
Sheets Smith Wealth Management
North Carolina
$2.41M +$4.7K 2 0.24% Increased
1990
TWM
Tradition Wealth Management
Minnesota
$2.41M +$85.4K 2 0.15% Increased
1991
GWAG
Garrett Wealth Advisory Group
Texas
$2.41M -$52.4K 2 0.37% Reduced
1992
JB Capital
JB Capital
Connecticut
$2.41M -$1.03M 2 0.08% Reduced
1993
Pure Financial Advisors
Pure Financial Advisors
California
$2.4M +$192K 2 0.03% Increased
1994
PIA
Perennial Investment Advisors
California
$2.4M -$129K 2 0.16% Reduced
1995
WDG
Wealth Dimensions Group
Ohio
$2.4M +$11.3K 2 0.43% Increased
1996
AF
Arrow Financial
New York
$2.39M +$281K 2 0.21% Increased
1997
LIA
LBMC Investment Advisors
Tennessee
$2.39M +$183K 2 0.13% Increased
1998
AU
AlphaGrep UK
$2.39M +$296K 4 0.71% Increased
1999
Advisory Alpha
Advisory Alpha
Michigan
$2.39M +$73.7K 2 0.06% Increased
2000
TAFW
Tred Avon Family Wealth
Maryland
$2.39M -$28.9K 2 0.73% Reduced