← 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
1501	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$27K	$0	1	0.03%	Maintained
1502	WAS Winch Advisory Services Appleton, Wisconsin	$27K	+$140	1	0.01%	Increased
1503	SC Seldon Capital San Francisco, California	$26K	$0	1	0.02%	Maintained
1504	GA GoalVest Advisory New York	$25K	$0	1	0.02%	Maintained
1505	CSB City State Bank Norwalk, Iowa	$24K	$0	1	0.02%	Maintained
1506	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$24K	$0	1	0.01%	Maintained
1507	BWM Baystate Wealth Management Boston, Massachusetts	$23K	+$140	2	0%	Increased
1508	MTIC Missouri Trust & Investment Company Springfield, Missouri	$23K	-$42K	1	0.02%	Reduced
1509	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$22K	$0	3	0.01%	Maintained
1510	CJL Cyrus J. Lawrence New York	$22K	-$35K	1	0%	Reduced
1511	IAS IMA Advisory Services Denver, Colorado	$22K	$0	1	0.01%	Maintained
1512	ZIG Zullo Investment Group Scranton, Pennsylvania	$22K	-$6.38K	2	0.01%	Reduced
1513	MFA McClarren Financial Advisors State College, Pennsylvania	$21K	+$23.4K	2	0.02%	New
1514	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$21K	+$21.3K	1	0.01%	Increased
1515	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$21K	+$3.78K	1	0.01%	Increased
1516	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$21K	$0	1	0.02%	Maintained
1517	EA Evolution Advisers Richmond, Virginia	$20K	$0	1	0.02%	Maintained
1518	MIM Macroview Investment Management Bethesda, Maryland	$19K	+$20.2K	2	0.03%	New
1519	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$19K	$0	1	0.26%	Maintained
1520	TIM Tortoise Investment Management White Plains, New York	$19K	+$4.94K	2	0%	Increased
1521	DBG De Burlo Group Boston, Massachusetts	$18.7K	+$19.6K	1	0%	New
1522	AP Arlington Partners Birmingham, Alabama	$18K	$0	1	0.01%	Maintained
1523	HI Hoey Investments Coatesville, Pennsylvania	$18K	$0	1	0.01%	Maintained
1524	LS Leelyn Smith Geneva, Illinois	$18K	+$4.76K	2	0.01%	Increased
1525	NIC Northwest Investment Counselors Lake Oswego, Oregon	$17K	-$4.68K	1	0.01%	Reduced