← 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
1551
LJHT
Laurie J. Hall Trustee
$305K +$125K 1 0.12% Increased
1552
PIP
Peachtree Investment Partners
Florida
$305K -$385K 1 0.13% Reduced
1553
HP
Hilltop Partners
Indiana
$304K $0 1 0.12% Maintained
1554
AWA
Arbor Wealth Advisors
Michigan
$302K +$277K 1 0.31% New
1555
BFA
Beaumont Financial Advisors
Massachusetts
$302K +$21.9K 1 0.03% Increased
1556
SSW
Stone Summit Wealth
Florida
$301K $0 1 0.12% Maintained
1557
SIC
Shoker Investment Counsel
Ohio
$301K $0 1 0.12% Maintained
1558
MIC
Meridian Investment Counsel
California
$301K $0 1 0.1% Maintained
1559
YMRC
Yorktown Management & Research Company
Virginia
$301K +$284K 1 0.31% New
1560
CAWM
Capital Advisors Wealth Management
Washington
$301K $0 1 0.07% Maintained
1561
Truepoint Inc
Truepoint Inc
Ohio
$299K +$274K 1 0.01% New
1562
LCM
Logan Capital Management
Pennsylvania
$298K $0 1 0.01% Maintained
1563
AT
Arvest Trust
Oklahoma
$298K +$273K 1 0.02% New
1564
M
MOTCO
Texas
$297K +$18.8K 2 0.02% Increased
1565
SWM
Shakespeare Wealth Management
Wisconsin
$296K $0 1 0.09% Maintained
1566
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$296K -$10.4K 1 0.05% Reduced
1567
HPA
High Probability Advisors
New York
$295K $0 1 0.06% Maintained
1568
TFM
TFC Financial Management
Massachusetts
$294K $0 3 0.06% Maintained
1569
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$293K +$222K 1 0.01% New
1570
III
Independent Investors Inc
New York
$293K $0 1 0.07% Maintained
1571
SGC
Slocum, Gordon & Co
Rhode Island
$293K $0 1 0.26% Maintained
1572
OCM
Objective Capital Management
Ohio
$292K +$1.1K 1 0.22% Increased
1573
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$292K +$44.1K 1 0.02% Increased
1574
XF
XML Financial
Maryland
$292K -$10.6K 1 0.03% Reduced
1575
ACC
Acorn Creek Capital
Colorado
$292K +$267K 1 0.13% New