← 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
1001	WEC Winslow Evans & Crocker Boston, Massachusetts	$214K	$0	3	0.07%	Maintained
1002	LCM Landscape Capital Management Englewood, New Jersey	$213K	+$232K	1	0.02%	New
1003	PCM Princeton Capital Management Red Bank, New Jersey	$211K	-$137K	1	0.12%	Reduced
1004	Bailard Foster City, California	$208K	+$226K	1	0.01%	New
1005	CPC Congress Park Capital Saratoga Springs, New York	$207K	-$26.2K	1	0.23%	Reduced
1006	RTS Round Table Services Westfield, New Jersey	$207K	-$227K	1	0.08%	Reduced
1007	AIC Archer Investment Corporation Carmel, Indiana	$206K	+$224K	1	0.18%	New
1008	AC Addison Capital Conshohocken, Pennsylvania	$205K	-$25.1K	1	0.18%	Reduced
1009	FA FDx Advisors Chicago, Illinois	$205K	-$429K	1	0.02%	Reduced
1010	YIA YHB Investment Advisors West Hartford, Connecticut	$203K	+$17.8K	1	0.04%	Increased
1011	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$202K	+$9.8K	1	0.11%	Increased
1012	Nicholas Hoffman & Company Atlanta, Georgia	$202K	-$2.23K	1	0.07%	Reduced
1013	FI FormulaFolio Investments Grand Rapids, Michigan	$201K	$0	1	0.01%	Maintained
1014	OI Oakbrook Investments Lisle, Illinois	$201K	-$32.7K	1	0.01%	Reduced
1015	TIA Tiemann Investment Advisors Menlo Park, California	$200K	-$20.2K	1	0.18%	Reduced
1016	RIA Regal Investment Advisors Kentwood, Michigan	$195K	+$208K	1	0.04%	New
1017	BWA BDO Wealth Advisors Jacksonville, Florida	$192K	+$71.8K	2	0.07%	Increased
1018	BFA Benedict Financial Advisors Atlanta, Georgia	$190K	-$13.3K	1	0.09%	Reduced
1019	JCM Jacobi Capital Management Pittston, Pennsylvania	$188K	+$171K	2	0.05%	Increased
1020	ED Exane Derivatives Paris, France	$186K	-$3.77M	1	0.03%	Reduced
1021	Cohen & Steers New York	$185K	$0	1	0%	Maintained
1022	SBL Sargent Bickham Lagudis Boulder, Colorado	$185K	+$137K	1	0.02%	Increased
1023	QOP Quinn Opportunity Partners Charlottesville, Virginia	$183K	$0	1	0.03%	Maintained
1024	ESB Essex Savings Bank Essex, Connecticut	$180K	+$195K	2	0.11%	New
1025	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$177K	+$10.6K	3	0%	Increased