← 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
2026	JA JLB & Associates Plymouth, Michigan	$2.31M	+$2.18M	1	0.31%	New
2027	1M 1248 Management Kansas City, Missouri	$2.31M	-$565K	2	0.9%	Reduced
2028	VFA Values First Advisors Gray, Tennessee	$2.3M	-$391K	1	1.05%	Reduced
2029	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$2.3M	+$2.18M	1	0.79%	New
2030	CBOR Community Bank of Raymore Raymore, Missouri	$2.3M	$0	1	1.35%	Maintained
2031	TP Tranquility Partners Brentwood, Tennessee	$2.29M	-$231K	2	0.79%	Reduced
2032	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$2.29M	+$1.66M	2	0.21%	Increased
2033	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$2.29M	+$65.4K	3	0.46%	Increased
2034	RWP Revolve Wealth Partners Hackensack, New Jersey	$2.29M	+$924K	3	0.24%	Increased
2035	MAM Montchanin Asset Management Montchanin, Delaware	$2.29M	-$346K	1	2.33%	Reduced
2036	NAM NTV Asset Management Charleston, West Virginia	$2.28M	+$205K	2	0.22%	Increased
2037	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$2.28M	-$234K	1	0.52%	Reduced
2038	FDS First Dallas Securities Dallas, Texas	$2.28M	-$706K	2	0.75%	Reduced
2039	FRM Fox Run Management Greenwich, Connecticut	$2.28M	-$982K	3	0.38%	Reduced
2040	PEA Park Edge Advisors Cleveland, Ohio	$2.28M	+$71.4K	1	0.48%	Increased
2041	AWM Aviso Wealth Management Bellevue, Washington	$2.27M	-$261K	2	0.77%	Reduced
2042	PEAK6 Chicago, Illinois	$2.27M	+$2.08M	4	0%	Increased
2043	PMA Prudent Man Advisors Naperville, Illinois	$2.27M	+$2.15M	1	0.52%	New
2044	CT Caldwell Trust Venice, Florida	$2.27M	+$375K	2	0.18%	Increased
2045	PFA Petra Financial Advisors Colorado Srpings, Colorado	$2.27M	+$81.7K	1	1.05%	Increased
2046	UBG United Bank (Georgia) Zebulon, Georgia	$2.27M	+$172K	1	0.69%	Increased
2047	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$2.26M	+$64.8K	2	0.24%	Increased
2048	ADL Asset Dedication LLC San Francisco, California	$2.26M	+$64K	2	0.14%	Increased
2049	HCM Horrell Capital Management Little Rock, Arkansas	$2.26M	-$330K	2	1.03%	Reduced
2050	IP Ignite Planners San Clemente, California	$2.26M	+$295K	1	0.31%	Increased