← 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
1026
CFG
Cooper Financial Group
California
$220K +$44.6K 1 0.09% Increased
1027
HFBOT
Home Federal Bank of Tennessee
Tennessee
$219K $0 1 0.12% Maintained
1028
EIP
Easterly Investment Partners
Massachusetts
$218K $0 1 0.01% Maintained
1029
VWA
V Wealth Advisors
Kansas
$218K +$256K 1 0.07% New
1030
WEC
Winslow Evans & Crocker
Massachusetts
$218K -$22.8K 3 0.07% Reduced
1031
ESB
Essex Savings Bank
Connecticut
$216K +$2.2K 1 0.15% Increased
1032
HIM
Hotaling Investment Management
Pennsylvania
$215K +$458 1 0.16% Increased
1033
WB
West Bancorporation
Iowa
$214K +$4.13K 1 0.3% Increased
1034
3C
361 Capital
Colorado
$212K +$293K 1 0.1% New
1035
Bailard
Bailard
California
$212K +$72.5K 1 0.02% Increased
1036
LW
Linscomb Wealth
Texas
$212K -$17.1K 1 0.02% Reduced
1037
Cohen & Steers
Cohen & Steers
New York
$208K $0 1 0% Maintained
1038
HDIM
Hanson & Doremus Investment Management
Vermont
$208K +$32.8K 3 0.07% Increased
1039
HIA
Harbor Investment Advisory
Maryland
$208K +$220K 4 0.06% Increased
1040
Seizert Capital Partners
Seizert Capital Partners
Michigan
$208K +$279K 1 0.02% New
1041
WI
Wintrust Investments
Illinois
$208K -$3.21K 1 0.03% Reduced
1042
CHP
Cable Hill Partners
Oregon
$206K -$5.13K 1 0.07% Reduced
1043
FIB
First Interstate Bank
Montana
$206K -$9.24K 1 0.05% Reduced
1044
MSAM
Moloney Securities Asset Management
Missouri
$206K -$58.8K 1 0.07% Reduced
1045
RMCM
Reynders McVeigh Capital Management
Massachusetts
$206K +$17.7K 1 0.02% Increased
1046
BWM
BigSur Wealth Management
Florida
$205K $0 1 0.15% Maintained
1047
AIM
Alhambra Investment Management
Florida
$204K -$29.8K 1 0.33% Reduced
1048
AG
Appleton Group
Wisconsin
$201K $0 1 1.01% Maintained
1049
RIG
Roosevelt Investment Group
New York
$201K +$4.22K 1 0.02% Increased
1050
SC
Steph & Co
Wisconsin
$198K +$23.3K 1 0.23% Increased