← 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
1376	JWCA J.W. Cole Advisors Tampa, Florida	$351K	+$355K	1	0.03%	New
1377	RCA Resonant Capital Advisors Madison, Wisconsin	$350K	+$5.61K	1	0.04%	Increased
1378	ONST Old North State Trust Greensboro, North Carolina	$350K	$0	1	0.27%	Maintained
1379	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$350K	+$98.5K	1	0.03%	Increased
1380	UFF USA Financial Formulas Ada, Michigan	$347K	+$110K	3	0.52%	Increased
1381	HA Harfst & Associates Sheridan, Wyoming	$344K	$0	1	0.1%	Maintained
1382	CT Chicago Trust Grayslake, Illinois	$343K	-$50K	1	0.09%	Reduced
1383	AC Addison Capital Conshohocken, Pennsylvania	$342K	-$41.5K	1	0.27%	Reduced
1384	SIC Sigma Investment Counselors Northville, Michigan	$341K	$0	1	0.03%	Maintained
1385	Washington Trust Westerly, Rhode Island	$338K	-$9.4K	2	0.01%	Reduced
1386	TAM Titleist Asset Management San Antonio, Texas	$337K	+$15.3K	1	0.07%	Increased
1387	CA Corrado Advisors Ramsey, New Jersey	$336K	+$340K	1	0.23%	New
1388	FHA Flagship Harbor Advisors Boston, Massachusetts	$336K	$0	1	0.03%	Maintained
1389	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$335K	-$26.1K	1	0.04%	Reduced
1390	LI LVZ Inc Holland, Michigan	$335K	+$16.2K	1	0.05%	Increased
1391	CG Clarus Group Houston, Texas	$334K	-$101K	1	0.24%	Reduced
1392	PWG Portside Wealth Group Provo, Utah	$334K	+$343K	1	0.06%	New
1393	AMG National Trust Bank Greenwood Village, Colorado	$334K	-$42.7K	1	0.01%	Reduced
1394	PFA Pathway Financial Advisors South Burlington, Vermont	$333K	$0	1	0.11%	Maintained
1395	JC Jacobs & Co San Francisco, California	$332K	-$22.3K	1	0.04%	Reduced
1396	AP Arlington Partners Birmingham, Alabama	$332K	+$59.5K	2	0.14%	Increased
1397	AT Arlington Trust Birmingham, Alabama	$332K	+$335K	2	0.14%	New
1398	TIM Tevis Investment Management Plano, Texas	$330K	+$6.25K	1	0.34%	Increased
1399	CAL Capital Advisors Ltd Shaker Heights, Ohio	$330K	$0	2	0.05%	Maintained
1400	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$329K	-$19.6K	1	0.02%	Reduced