← 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
1801	VWM Valley Wealth Managers Paramus, New Jersey	$125K	$0	1	0.01%	Maintained
1802	MFS Mirabella Financial Services London, United Kingdom	$125K	-$5.85M	1	0.02%	Reduced
1803	BCP Blue Chip Partners Farmington Hills, Michigan	$124K	+$221	1	0.01%	Increased
1804	Aquatic Capital Management Chicago, Illinois	$124K	-$1.41M	1	0%	Reduced
1805	Ossiam Paris, France	$122K	+$28.5K	1	0%	Increased
1806	BGAI Bruce G. Allen Investments Denver, Colorado	$119K	+$109K	1	0.11%	New
1807	First Command Advisory Services Fort Worth, Texas	$114K	+$45.3K	1	0%	Increased
1808	Americana Partners Houston, Texas	$111K	+$3.66M	1	0.01%	New
1809	EL EMFO LLC Weston, Florida	$110K	$0	1	0.1%	Maintained
1810	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$110K	+$101K	2	0.01%	New
1811	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$109K	+$5.74K	1	0.61%	Increased
1812	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$109K	-$41.3K	1	0.06%	Reduced
1813	PIS POM Investment Strategies Raleigh, North Carolina	$107K	+$98.4K	1	0.1%	New
1814	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$105K	-$61.6K	1	0%	Reduced
1815	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$105K	+$96.2K	1	0.06%	New
1816	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$105K	$0	1	0.05%	Maintained
1817	FG Fairman Group Chesterbrook, Pennsylvania	$104K	+$95.1K	1	0.1%	New
1818	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$103K	+$28K	1	0.04%	Increased
1819	HC Hoese & Co Glencoe, Minnesota	$103K	$0	2	0.1%	Maintained
1820	CA Centerpoint Advisors Needham, Massachusetts	$102K	-$5.96K	2	0.04%	Reduced
1821	MTIC Missouri Trust & Investment Company Springfield, Missouri	$99.9K	+$883	1	0.04%	Increased
1822	MSG Main Street Group Glen Allen, Virginia	$98.2K	+$94.7K	3	0.03%	New
1823	A AJOVista Boston, Massachusetts	$98.2K	+$79.9K	2	0.12%	New
1824	SIS Sound Income Strategies Ft Lauderdale, Florida	$94.2K	-$19.9K	1	0.01%	Reduced
1825	KA Kozak & Associates Highlands Ranch, Colorado	$91.6K	$0	1	0.03%	Maintained