← 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
1401	EAM Exos Asset Management New York	$55K	+$54.6K	1	0.03%	New
1402	HI Hoey Investments Coatesville, Pennsylvania	$54K	+$5.6K	2	0.02%	Increased
1403	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$54K	-$80.2K	2	0.01%	Reduced
1404	TFO Tarbox Family Office Newport Beach, California	$54K	$0	3	0.01%	Maintained
1405	AIM Arcadia Investment Management Kalamazoo, Michigan	$52K	+$7.52K	2	0.01%	Increased
1406	FP Financial Perspectives Minneapolis, Minnesota	$50.1K	+$16.7K	3	0.02%	Increased
1407	Avior Wealth Management Omaha, Nebraska	$50K	-$1.48K	2	0.01%	Reduced
1408	HWA HHM Wealth Advisors Chattanooga, Tennessee	$48K	-$1K	2	0.01%	Reduced
1409	LWP Lumature Wealth Partners Alpharetta, Georgia	$48K	-$2.45K	1	0.02%	Reduced
1410	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$47K	-$1.21M	1	0.02%	Reduced
1411	CHC City Holding Co Charleston, West Virginia	$46K	$0	1	0.01%	Maintained
1412	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$45K	$0	1	0.01%	Maintained
1413	MAM McCarthy Asset Management Redwood Shores, California	$45K	+$1.6K	2	0.03%	Increased
1414	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$44.5K	$0	1	0.05%	Maintained
1415	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$44K	+$123	3	0.01%	Increased
1416	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$44K	$0	1	0.02%	Maintained
1417	RBC Roble Belko & Company Sewickley, Pennsylvania	$44K	$0	1	0.01%	Maintained
1418	FQ First Quadrant Glendale, California	$43K	$0	1	0%	Maintained
1419	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$43K	-$2K	1	0.02%	Reduced
1420	CP Castleview Partners Dallas, Texas	$42K	+$41.3K	2	0.02%	New
1421	FCB First Command Bank Fort Worth, Texas	$42K	$0	1	0%	Maintained
1422	FCFS First Command Financial Services Fort Worth, Texas	$42K	$0	1	0%	Maintained
1423	SOW State of Wyoming Cheyenne, Wyoming	$42K	+$40.6K	1	0.03%	New
1424	JWM Janiczek Wealth Management Denver, Colorado	$41K	-$5.89K	3	0.01%	Reduced
1425	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$41K	+$40.2K	3	0%	New