← 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
2376	EA Enclave Advisors Austin, Texas	$1.46M	+$626K	1	0.18%	Increased
2377	SPF South Plains Financial Lubbock, Texas	$1.46M	-$40.3K	1	0.78%	Reduced
2378	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$1.46M	+$300K	2	0.25%	Increased
2379	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1.46M	-$45.5K	3	0.15%	Reduced
2380	PIP Peachtree Investment Partners Indian River Shores,, Florida	$1.45M	+$259K	2	0.47%	Increased
2381	NG Novem Group Rochester, New York	$1.45M	+$152K	2	0.15%	Increased
2382	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$1.45M	+$243K	2	0.14%	Increased
2383	NGA Naples Global Advisors Naples, Florida	$1.45M	+$42.9K	3	0.09%	Increased
2384	EWM Elevatus Welath Management Victor, New York	$1.45M	+$1.05M	3	0.35%	Increased
2385	Members Trust Tampa, Florida	$1.44M	+$65.7K	2	0.04%	Increased
2386	PWW Pettyjohn Wood & White Lynchburg, Virginia	$1.44M	$0	2	0.21%	Maintained
2387	TSS Two Sigma Securities New York	$1.44M	-$2.66M	3	0.12%	Reduced
2388	GDP Great Diamond Partners Portland, Maine	$1.43M	-$36.4K	2	0.25%	Reduced
2389	PCM Polymer Capital Management New York	$1.43M	-$5.19M	1	0.19%	Reduced
2390	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.43M	+$1.31M	2	0.18%	New
2391	BIA Bigelow Investment Advisors Portland, Maine	$1.43M	+$31.5K	1	0.52%	Increased
2392	SFA Souders Financial Advisors Cincinnati, Ohio	$1.43M	+$73.5K	1	0.14%	Increased
2393	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$1.42M	+$13.5K	2	0.11%	Increased
2394	KCM Kennondale Capital Management Richmond, Virginia	$1.42M	$0	1	0.95%	Maintained
2395	MM Meridian Management Little Rock, Arkansas	$1.42M	$0	1	0.32%	Maintained
2396	FA Fedenia Advisers Madison, Wisconsin	$1.42M	+$1.23M	2	0.34%	New
2397	3IP 3Chopt Investment Partners Richmond, Virginia	$1.42M	+$182K	2	0.27%	Increased
2398	KAM Knightsbridge Asset Management Newport Beach, California	$1.41M	-$38.8K	2	0.19%	Reduced
2399	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$1.41M	$0	2	0.59%	Maintained
2400	EL EWA LLC Pittsbugh, Pennsylvania	$1.41M	+$114K	3	0.26%	Increased