← 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
2301	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$1.6M	-$264	2	0.38%	Reduced
2302	SFG Sovereign Financial Group Stamford, Connecticut	$1.6M	-$98.6K	2	0.24%	Reduced
2303	RFA Register Financial Advisors Atlanta, Georgia	$1.6M	-$24.2K	2	0.49%	Reduced
2304	AC Amitell Capital Singapore	$1.6M	+$1.25M	1	1.46%	New
2305	BG BDF Gestion Paris, France	$1.6M	-$406K	1	0.21%	Reduced
2306	SCM Sandler Capital Management New York	$1.6M	-$868K	2	0.79%	Reduced
2307	MHC May Hill Capital Cohasset, Massachusetts	$1.59M	+$37.6K	2	0.33%	Increased
2308	RE Rydar Equities Weatherford, Texas	$1.59M	+$933K	1	0.89%	Increased
2309	BP BBR Partners New York	$1.58M	-$207K	1	0.07%	Reduced
2310	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$1.58M	+$152K	2	0.2%	Increased
2311	DA Dougherty & Associates Spring Hill, Florida	$1.58M	-$13.1K	1	1.26%	Reduced
2312	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$1.58M	-$208K	2	0.3%	Reduced
2313	Partners Capital Investment Group Boston, Massachusetts	$1.58M	+$562K	2	0.06%	Increased
2314	EW Expressive Wealth Chicago, Illinois	$1.58M	-$1.5M	2	1.49%	Reduced
2315	FAL Focused Alpha LLC Denver, Colorado	$1.58M	+$9.19K	1	0.4%	Increased
2316	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.58M	+$48K	1	0.87%	Increased
2317	III Independent Investors Inc Nesconset, New York	$1.58M	-$90.8K	2	0.3%	Reduced
2318	VWM Vertrix Wealth Management Troy, Michigan	$1.58M	+$456K	2	0.53%	Increased
2319	TFG Taylor Financial Group Roanoke, Virginia	$1.58M	$0	2	0.87%	Maintained
2320	CBT CoreFirst Bank & Trust Topeka, Kansas	$1.57M	$0	2	0.78%	Maintained
2321	IIA Integral Investment Advisors Turlock, California	$1.57M	$0	1	0.35%	Maintained
2322	IA Inspire Advisors Meridian, Idaho	$1.57M	+$911K	4	0.11%	Increased
2323	4WM 44 Wealth Management Eugene, Oregon	$1.57M	-$201K	1	0.52%	Reduced
2324	BWM Biltmore Wealth Management Tempe, Arizona	$1.56M	+$21K	1	0.49%	Increased
2325	CIA Cape Investment Advisory Mcdonough, Georgia	$1.56M	+$109K	3	0.42%	Increased