← 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
1426	HCP Hexagon Capital Partners Rogers, Arkansas	$60K	$0	2	0.02%	Maintained
1427	HC Hoese & Co Glencoe, Minnesota	$60K	$0	1	0.06%	Maintained
1428	VRM Vectors Research Management New York	$60K	-$1K	1	0.01%	Reduced
1429	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$59K	-$292	2	0.01%	Reduced
1430	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$59K	$0	1	0.02%	Maintained
1431	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$58K	$0	2	0.04%	Maintained
1432	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$57K	+$13.4K	2	0.01%	Increased
1433	CCA Column Capital Advisors Indianapolis, Indiana	$55K	$0	2	0.01%	Maintained
1434	TFO Tarbox Family Office Newport Beach, California	$54K	$0	3	0.01%	Maintained
1435	AIM Arcadia Investment Management Kalamazoo, Michigan	$52K	$0	2	0.01%	Maintained
1436	BIA Bell Investment Advisors Oakland, California	$51K	+$54.7K	3	0.02%	New
1437	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$50K	-$12.1K	3	0%	Reduced
1438	FP Financial Perspectives Minneapolis, Minnesota	$49.7K	$0	3	0.03%	Maintained
1439	CHC City Holding Co Charleston, West Virginia	$46K	$0	1	0.01%	Maintained
1440	MAM McCarthy Asset Management Redwood Shores, California	$46K	$0	2	0.03%	Maintained
1441	RBC Roble Belko & Company Sewickley, Pennsylvania	$45K	$0	1	0.01%	Maintained
1442	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$44K	-$65	3	0.01%	Reduced
1443	FCB First Command Bank Fort Worth, Texas	$44K	+$2.08K	1	0.01%	Increased
1444	FCFS First Command Financial Services Fort Worth, Texas	$44K	+$2.08K	1	0.01%	Increased
1445	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$44K	$0	1	0.02%	Maintained
1446	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$44K	$0	1	0.07%	Maintained
1447	FQ First Quadrant Glendale, California	$43K	$0	1	0.01%	Maintained
1448	JWM Janiczek Wealth Management Denver, Colorado	$43K	+$2.08K	3	0.02%	Increased
1449	LWP Lumature Wealth Partners Alpharetta, Georgia	$41K	-$7.19K	1	0.02%	Reduced
1450	ME McIlrath & Eck Arlington, Washington	$41K	+$5.43K	2	0.01%	Increased