← 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
951
HFBOT
Home Federal Bank of Tennessee
Tennessee
$225K $0 1 0.11% Maintained
952
CWM
Cornerstone Wealth Management
Missouri
$224K -$38.7K 1 0.04% Reduced
953
Diversified Trust
Diversified Trust
Tennessee
$224K +$30K 1 0.01% Increased
954
FIB
First Interstate Bank
Montana
$224K +$3.86K 2 0.05% Increased
955
RCM
RB Capital Management
Nevada
$224K -$14.9K 1 0.18% Reduced
956
RIM
Redwood Investment Management
Arizona
$223K +$229K 1 0.07% New
957
LW
Linscomb Wealth
Texas
$222K -$3.77K 1 0.02% Reduced
958
CC
Courier Capital
New York
$220K +$82 1 0.03% Increased
959
DIS
Diversified Investment Strategies
Louisiana
$218K -$14.8K 1 0.21% Reduced
960
OIWM
OptiFour Integrated Wealth Management
Virginia
$217K $0 1 0.18% Maintained
961
SIM
SSI Investment Management
California
$217K -$3.69K 1 0.02% Reduced
962
CWA
Clarus Wealth Advisors
Arizona
$216K -$26 1 0.2% Reduced
963
SPC
Stewart & Patten Company
California
$216K $0 1 0.04% Maintained
964
AP
Atwood & Palmer
Missouri
$214K $0 1 0.03% Maintained
965
Boothbay Fund Management
Boothbay Fund Management
New York
$213K +$232K 1 0.03% New
966
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$218K 1 0.02% New
967
BWM
BigSur Wealth Management
Florida
$211K $0 1 0.15% Maintained
968
CDH
Charles D. Hyman
$209K $0 1 0.02% Maintained
969
KTA
Keeley-Teton Advisors
Illinois
$209K +$215K 1 0.01% New
970
WP
WealthSource Partners
California
$209K -$62K 1 0.06% Reduced
971
AG
Appleton Group
Wisconsin
$207K +$212K 1 0.24% New
972
SFM
Signature Financial Management
Virginia
$206K +$225K 1 0.04% New
973
Belpointe Asset Management
Belpointe Asset Management
Nevada
$204K -$43.9K 1 0.06% Reduced
974
SC
SRB Corp
Massachusetts
$204K +$6.4K 1 0.03% Increased
975
MCM
Murphy Capital Management
New Jersey
$203K $0 1 0.03% Maintained