← 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
2101	UF Univest Financial Souderton, Pennsylvania	$2.13M	-$39.6K	2	0.1%	Reduced
2102	SCM Sunbeam Capital Management Atlanta, Georgia	$2.12M	+$89.4K	2	0.97%	Increased
2103	TAM Tealwood Asset Management Minneapolis, Minnesota	$2.12M	-$13.3K	1	0.82%	Reduced
2104	PWM Palumbo Wealth Management Great Neck, New York	$2.12M	+$18.8K	2	0.44%	Increased
2105	HIC Harvey Investment Company Louisville, Kentucky	$2.12M	$0	1	0.23%	Maintained
2106	LCM Lionhunter Capital Management New York	$2.11M	+$1.87M	2	0.95%	New
2107	MFG Magnus Financial Group New York	$2.11M	+$550K	2	0.15%	Increased
2108	KOC Koss-Olinger Consulting Gainesville, Florida	$2.11M	+$12.2K	1	0.16%	Increased
2109	AWM Accurate Wealth Management Wesley Chapel, Florida	$2.11M	+$550K	2	0.2%	Increased
2110	PAM Palisade Asset Management Minneapolis, Minnesota	$2.11M	$0	3	0.19%	Maintained
2111	BFA Brown Financial Advisors Milford, Ohio	$2.11M	+$106K	1	0.74%	Increased
2112	CP Canopy Partners Cincinnati, Ohio	$2.1M	+$49.3K	2	0.63%	Increased
2113	ACGA Atlanta Consulting Group Advisors Atlanta, Georgia	$2.1M	-$43.6K	2	0.33%	Reduced
2114	RFP Root Financial Partners Encinitas, California	$2.1M	+$384K	3	0.08%	Increased
2115	PWA Portus Wealth Advisors Charlotte, North Carolina	$2.1M	+$114K	1	1.73%	Increased
2116	FAG Fortitude Advisory Group Gig Harbor, Washington	$2.1M	-$173K	2	0.8%	Reduced
2117	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$2.1M	-$27.9M	2	0.03%	Reduced
2118	WE Wealth Effects Boston, Massachusetts	$2.09M	+$79.6K	1	0.56%	Increased
2119	CA Carson Advisory Athens, Georgia	$2.08M	-$82.8K	2	0.96%	Reduced
2120	SP SmartHarvest Portfolios Poulsbo, Washington	$2.08M	+$165K	2	0.67%	Increased
2121	Heritage Wealth Advisors Richmond, Virginia	$2.08M	+$86.8K	3	0.07%	Increased
2122	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$2.07M	$0	2	0.69%	Maintained
2123	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2.06M	+$417K	3	0.37%	Increased
2124	AR Advisory Research Chicago, Illinois	$2.06M	+$5.46K	1	0.21%	Increased
2125	MCM Mengis Capital Management Portland, Oregon	$2.06M	-$4.03K	1	0.31%	Reduced