← 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
1051
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K $0 4 0% Maintained
1052
YIA
YHB Investment Advisors
Connecticut
$203K +$203K 1 0.03% New
1053
WTB
Washington Trust Bank
Washington
$202K -$296K 3 0.03% Reduced
1054
Evergreen Capital Management
Evergreen Capital Management
Washington
$201K +$195K 1 0.02% New
1055
FI
FormulaFolio Investments
Michigan
$201K +$189K 1 0.01% New
1056
WP
WealthSource Partners
California
$200K +$189K 1 0.05% New
1057
RE
RBC Europe
United Kingdom
$196K +$49.3K 3 0.02% Increased
1058
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$195K -$4.11K 2 0.02% Reduced
1059
PCM
Prelude Capital Management
New York
$194K +$85K 2 0.01% Increased
1060
Simplex Trading
Simplex Trading
Illinois
$188K -$253K 3 0% Reduced
1061
HCA
Horan Capital Advisors
Ohio
$182K -$27.4K 1 0.12% Reduced
1062
ARMT
Amica Retiree Medical Trust
Rhode Island
$178K $0 1 0.15% Maintained
1063
YWP
YorkBridge Wealth Partners
New York
$176K -$23.6K 2 0.08% Reduced
1064
BWP
Baldwin Wealth Partners
Massachusetts
$175K -$11.1K 2 0.02% Reduced
1065
RFA
Reilly Financial Advisors
California
$175K +$61.3K 3 0.02% Increased
1066
SMG
Spectrum Management Group
Indiana
$173K $0 1 0.05% Maintained
1067
AssetMark Inc
AssetMark Inc
California
$165K -$48K 2 0% Reduced
1068
AP
Atwood & Palmer
Missouri
$165K -$45.8K 1 0.02% Reduced
1069
ONST
Old North State Trust
North Carolina
$165K +$159K 2 0.16% New
1070
SFM
Signet Financial Management
New Jersey
$162K $0 2 0.03% Maintained
1071
BWA
BDO Wealth Advisors
Florida
$160K +$15.1K 2 0.05% Increased
1072
PCP
Proficio Capital Partners
Massachusetts
$159K -$19.2K 3 0.05% Reduced
1073
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$155K +$84.2K 3 0.02% Increased
1074
AIM
Anchor Investment Management
South Carolina
$154K -$12.9K 2 0.04% Reduced
1075
NFG
Next Financial Group
Texas
$149K +$146K 4 0.07% New