← 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
1251
CC
Courier Capital
New York
$250K +$140 1 0.03% Increased
1252
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$250K +$31.6K 1 0.01% Increased
1253
FFMBT
First Farmers & Merchants Bank Trust
Tennessee
$249K +$30.2K 1 0.31% Increased
1254
CIM
Contravisory Investment Management
Massachusetts
$248K -$17.2K 1 0.08% Reduced
1255
GWAG
Garrett Wealth Advisory Group
Texas
$248K +$1.4K 1 0.13% Increased
1256
Montag & Associates
Montag & Associates
Georgia
$248K $0 1 0.02% Maintained
1257
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$248K -$43.5K 1 0.02% Reduced
1258
Washington Trust
Washington Trust
Rhode Island
$247K -$8.35K 3 0.01% Reduced
1259
CC
Corton Capital
Ontario, Canada
$246K +$273K 1 0.23% New
1260
GIA
GHP Investment Advisors
Colorado
$246K -$10.1K 1 0.02% Reduced
1261
Brighton Jones LLC
Brighton Jones LLC
Washington
$245K +$15.9K 1 0.01% Increased
1262
TFS
TrustCore Financial Services
Tennessee
$245K -$5.9K 2 0.02% Reduced
1263
SFS
Summit Financial Strategies
Ohio
$244K +$271K 1 0.06% New
1264
WI
WrapManager Inc
California
$244K -$2.79K 1 0.08% Reduced
1265
DMBA
Deseret Mutual Benefit Administrators
Utah
$242K $0 1 0.05% Maintained
1266
FMLI
Fukoku Mutual Life Insurance
Japan
$242K $0 1 0.02% Maintained
1267
Merit Financial Group
Merit Financial Group
Georgia
$242K $0 1 0.01% Maintained
1268
GL
Graypoint LLC
New York
$241K +$59.2K 1 0.03% Increased
1269
WIC
Woodmont Investment Counsel
Tennessee
$241K $0 1 0.03% Maintained
1270
HPWM
Highland Private Wealth Management
Washington
$240K +$26.6K 1 0.04% Increased
1271
CI
CPR Investments
Michigan
$239K +$11.4K 1 0.36% Increased
1272
JB Capital
JB Capital
Connecticut
$239K +$10.8K 1 0.03% Increased
1273
PIM
Perpetual Investment Management
Australia
$239K $0 1 0.04% Maintained
1274
RIA
Regal Investment Advisors
Michigan
$239K -$124K 1 0.02% Reduced
1275
ACM
Allred Capital Management
Texas
$238K -$6.16K 1 0.15% Reduced