← 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	MRCM M&R Capital Management Summit, New Jersey	$258K	-$8.1K	2	0.06%	Reduced
1002	LB Landmark Bank Columbia, Missouri	$256K	+$1.22K	1	0.16%	Increased
1003	MA MONECO Advisors Fairfield, Connecticut	$256K	+$486	1	0.2%	Increased
1004	PAM Palisade Asset Management Minneapolis, Minnesota	$256K	-$12.9K	1	0.04%	Reduced
1005	PIA Pinion Investment Advisors Wichita, Kansas	$256K	+$3.32K	1	0.52%	Increased
1006	CFD Creative Financial Designs Kokomo, Indiana	$255K	+$266K	1	0.14%	New
1007	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$251K	-$24.3K	1	0.03%	Reduced
1008	RBF Capital San Francisco, California	$251K	$0	1	0.03%	Maintained
1009	PPP Private Portfolio Partners Paramus, New Jersey	$250K	-$18.2K	1	0.12%	Reduced
1010	Evercore Wealth Management New York	$248K	+$13.9K	1	0.01%	Increased
1011	CA Capital Advantage Walnut Creek, California	$247K	+$240K	1	0.09%	New
1012	FPFS First Personal Financial Services Charlotte, North Carolina	$247K	-$22.9K	2	0.08%	Reduced
1013	BlueCrest Capital Management St Helier, Jersey	$246K	+$251K	1	0.02%	New
1014	AWM Altavista Wealth Management Asheville, North Carolina	$245K	+$18.6K	1	0.08%	Increased
1015	Ballentine Partners Waltham, Massachusetts	$245K	+$238K	1	0.01%	New
1016	PCM Princeton Capital Management Red Bank, New Jersey	$245K	-$8.1K	1	0.12%	Reduced
1017	I IberiaBank Lafayette, Louisiana	$244K	-$191K	1	0.03%	Reduced
1018	CAM Cozad Asset Management Champaign, Illinois	$243K	-$4.01K	1	0.07%	Reduced
1019	YIA YHB Investment Advisors West Hartford, Connecticut	$243K	+$12.2K	1	0.04%	Increased
1020	CPC Congress Park Capital Saratoga Springs, New York	$241K	$0	1	0.2%	Maintained
1021	KA KLCM Advisors Milwaukee, Wisconsin	$241K	$0	1	0.06%	Maintained
1022	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1023	CA Calton & Associates Tampa, Florida	$238K	+$9.8K	1	0.05%	Increased
1024	Mount Yale Investment Advisors Denver, Colorado	$235K	+$207K	1	0.04%	New
1025	EIP Easterly Investment Partners Beverly, Massachusetts	$234K	-$40.5M	1	0.01%	Reduced