← 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
901	AP Atwood & Palmer Kansas City, Missouri	$123K	-$242K	1	0.02%	Reduced
902	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$122K	-$6K	1	0.03%	Reduced
903	WEC Winslow Evans & Crocker Boston, Massachusetts	$121K	-$35.2K	2	0.03%	Reduced
904	DA Dunvegan Associates Santa Barbara, California	$119K	-$541	1	0.1%	Reduced
905	MIC MU Investments Company Tokyo, Japan	$118K	$0	1	0.05%	Maintained
906	CB Community Bank Dewitt, New York	$115K	+$112K	1	0.03%	New
907	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$109K	$0	3	0.05%	Maintained
908	FWM Focused Wealth Management Newburgh, New York	$99K	-$24.4K	3	0.07%	Reduced
909	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$98K	+$96.5K	3	0%	New
910	CHP Cable Hill Partners Portland, Oregon	$93K	+$90.3K	1	0.09%	New
911	SNT Security National Trust Wheeling, West Virginia	$90K	+$12.2K	2	0.03%	Increased
912	AF Arrow Financial Glens Falls, New York	$85K	-$206K	1	0.02%	Reduced
913	CFA Carroll Financial Associates Charlotte, North Carolina	$82K	-$12.8K	1	0.05%	Reduced
914	TDC Thompson Davis & Co Richmond, Virginia	$81K	-$2.44K	1	0.09%	Reduced
915	First Horizon Advisors Memphis, Tennessee	$80K	-$1.9K	3	0.01%	Reduced
916	GGPS Gary Goldberg Planning Services Suffern, New York	$80K	-$256K	1	0.03%	Reduced
917	Fuller & Thaler Asset Management San Mateo, California	$75K	-$79.1K	1	0%	Reduced
918	SSG Summit Securities Group New York	$75K	-$71.1K	1	0.02%	Reduced
919	Picton Mahoney Asset Management Toronto, Ontario, Canada	$70K	$0	1	0%	Maintained
920	CAL Capital Advisors Ltd Shaker Heights, Ohio	$68K	-$9.69K	2	0.04%	Reduced
921	EP Edinburgh Partners Edinburgh, United Kingdom	$68K	$0	1	0.01%	Maintained
922	GAM Gemmer Asset Management Walnut Creek, California	$68K	+$63.3K	3	0.05%	Increased
923	MAS Madden Advisory Services Jacksonville, Florida	$68K	$0	1	0.04%	Maintained
924	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$68K	+$65.9K	1	0.04%	New
925	PSC Prentiss Smith & Co Brattleboro, Vermont	$65K	+$44.3K	1	0.03%	Increased