← 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
2176	TIM Thompson Investment Management Madison, Wisconsin	$15.1K	-$205K	1	0%	Reduced
2177	GWSA Global Wealth Strategies & Associates Denver, Colorado	$15K	$0	1	0.01%	Maintained
2178	LAM Lummis Asset Management Fort Worth, Texas	$15K	$0	1	0.02%	Maintained
2179	PPWM PFG Private Wealth Management Lutz, Florida	$15K	$0	1	0.01%	Maintained
2180	SC Solstein Capital Menlo Park, California	$14.4K	$0	1	0.01%	Maintained
2181	CFM Catalyst Funds Management Sydney NSW, Australia	$14.2K	+$12.8K	1	0%	New
2182	HWM Horizons Wealth Management Asheville, North Carolina	$12K	$0	1	0.01%	Maintained
2183	CMP Coston McIsaac & Partners Bar Harbor, Maine	$12K	$0	1	0%	Maintained
2184	FPB First PREMIER Bank Sioux Falls, South Dakota	$12K	+$8.75K	1	0%	Increased
2185	RTL Red Tortoise LLC Atlanta, Georgia	$11.9K	$0	1	0.01%	Maintained
2186	JFA JNBA Financial Advisors Bloomington, Minnesota	$11.6K	$0	1	0%	Maintained
2187	AFS Annapolis Financial Services Annapolis, Maryland	$11.3K	$0	1	0%	Maintained
2188	HWM HighMark Wealth Management St. Paul, Minnesota	$11.3K	$0	1	0.01%	Maintained
2189	SWM Sugarloaf Wealth Management Duluth, Georgia	$11K	$0	2	0%	Maintained
2190	QL Quarry LP New York	$11K	+$9.38K	1	0%	New
2191	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$10.6K	$0	1	0.01%	Maintained
2192	CBT Central Bank & Trust Lexington, Kentucky	$10.3K	-$2.46K	1	0%	Reduced
2193	LTI Laffer Tengler Investments Nashville, Tennessee	$10.3K	-$8.75K	1	0%	Reduced
2194	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$10K	+$8.54K	1	0%	New
2195	AW Avion Wealth The Woodlands, Texas	$10K	+$820	1	0%	Increased
2196	HI Hoey Investments Coatesville, Pennsylvania	$9.38K	$0	1	0%	Maintained
2197	PO Private Ocean San Rafael, California	$8.81K	$0	1	0%	Maintained
2198	DFA DHJJ Financial Advisors Naperville, Illinois	$8.6K	$0	1	0%	Maintained
2199	WCM Westend Capital Management Sausalito, California	$8.44K	+$7.38K	1	0%	New
2200	SJIM St. Johns Investment Management Jacksonville, Florida	$8.2K	$0	1	0%	Maintained