← 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
1101	WPC Waters Parkerson & Co New Orleans, Louisiana	$384K	$0	1	0.02%	Maintained
1102	GSB Greenfield Savings Bank Greenfield, Massachusetts	$380K	+$422K	1	0.25%	New
1103	MFS Mirabella Financial Services London, United Kingdom	$380K	+$421K	1	0.04%	New
1104	LW Linscomb Wealth Houston, Texas	$374K	-$14.1K	1	0.02%	Reduced
1105	MIM MTM Investment Management Spartanburg, South Carolina	$373K	+$54.6K	1	0.2%	Increased
1106	ACM AUA Capital Management Camp Hill, Pennsylvania	$372K	$0	2	0.22%	Maintained
1107	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$372K	$0	1	0.41%	Maintained
1108	KWM KerberRose Wealth Management Shawano, Wisconsin	$369K	+$410K	1	0.3%	New
1109	CFA Capstone Financial Advisors Downers Grove, Illinois	$368K	$0	1	0.03%	Maintained
1110	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$365K	+$7.41K	1	0.14%	Increased
1111	GAM Gemmer Asset Management Walnut Creek, California	$365K	-$10.6K	1	0.06%	Reduced
1112	KA KLCM Advisors Milwaukee, Wisconsin	$365K	-$14.7K	1	0.08%	Reduced
1113	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$364K	-$13.3K	1	0.12%	Reduced
1114	GWA Geometric Wealth Advisors Washington, District of Columbia	$364K	-$420	1	0.18%	Reduced
1115	T TCWP Beachwood, Ohio	$363K	+$51.4K	1	0.08%	Increased
1116	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$362K	-$16.9K	1	0.02%	Reduced
1117	MA Mutual Advisors Omaha, Nebraska	$362K	+$86.9K	1	0.02%	Increased
1118	Chilton Investment Company Stamford, Connecticut	$361K	+$114K	1	0.01%	Increased
1119	RCM RB Capital Management Reno, Nevada	$360K	+$14.1K	1	0.13%	Increased
1120	Moneta Group Investment Advisors St Louis, Missouri	$359K	+$94.4K	1	0.01%	Increased
1121	CP CenterBook Partners Greenwich, Connecticut	$358K	+$359K	1	0.08%	New
1122	MCM Manchester Capital Management Manchester, Vermont	$357K	+$124K	2	0.06%	Increased
1123	WDL Well Done LLC Holland, Michigan	$356K	$0	1	0.08%	Maintained
1124	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$355K	$0	1	0.14%	Maintained
1125	Hills Bank & Trust North Liberty, Iowa	$353K	$0	1	0.06%	Maintained