← 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
2326
BWM
Bluebird Wealth Management
Massachusetts
$1.56M -$44.4K 1 1.35% Reduced
2327
LAM
Lewis Asset Management
California
$1.55M +$426K 2 0.54% Increased
2328
AFA
AA Financial Advisors
Ohio
$1.55M +$183K 2 0.19% Increased
2329
KAM
Karani Asset Management
New York
$1.55M +$639K 2 1.12% Increased
2330
WIA
Westbourne Investment Advisors
Maryland
$1.55M -$72.6K 2 0.43% Reduced
2331
PWP
Phillips Wealth Planners
Mississippi
$1.54M -$20.9K 3 1.14% Reduced
2332
MCM
Monument Capital Management
Virginia
$1.54M +$56.4K 2 0.31% Increased
2333
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$1.54M +$131K 2 0.02% Increased
2334
TTIC
Tower Trust & Investment Company
Iowa
$1.54M -$179K 2 0.93% Reduced
2335
BFA
Beaumont Financial Advisors
Massachusetts
$1.54M +$50K 2 0.1% Increased
2336
BIA
Benchmark Investment Advisors
Illinois
$1.53M +$3.06K 1 0.67% Increased
2337
MIA
MainStreet Investment Advisors
Illinois
$1.53M +$279K 1 0.21% Increased
2338
OA
Oasis Advisors
Iowa
$1.53M -$15.2M 1 0.99% Reduced
2339
MCM
McRae Capital Management
New Jersey
$1.53M +$156 2 0.3% Increased
2340
FFG
Fiduciary Financial Group
California
$1.52M +$569K 3 0.17% Increased
2341
VIPI
Vista Investment Partners II
Indiana
$1.52M -$2.02K 2 0.6% Reduced
2342
WP
Westmount Partners
California
$1.52M +$126K 2 0.33% Increased
2343
GA
Goldstein Advisors
Wisconsin
$1.52M +$433K 2 0.14% Increased
2344
SWASL
Spartan Wealth Advisory Services LLC
Michigan
$1.52M +$27.6K 1 0.12% Increased
2345
BFA
Beacon Financial Advisory
Ohio
$1.51M -$5.86K 2 0.3% Reduced
2346
SI
SCP Investment
California
$1.51M +$817K 1 1.39% Increased
2347
CH
Cromwell Holdings
Wyoming
$1.51M +$25.6K 4 0.68% Increased
2348
VIA
Victrix Investment Advisors
Florida
$1.51M +$250K 1 0.63% Increased
2349
AFM
Armstrong Fleming & Moore
District of Columbia
$1.51M $0 1 0.5% Maintained
2350
SCM
Steadfast Capital Management
New York
$1.51M +$1.23M 1 0.05% New