← 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
2026
BC
Barrett & Company
Rhode Island
$178K $0 1 0.08% Maintained
2027
CWC
Carolinas Wealth Consulting
North Carolina
$164K -$2.97M 2 0.03% Reduced
2028
PWMG
Private Wealth Management Group
New Jersey
$164K -$820 3 0.07% Reduced
2029
PSB
Piscataqua Savings Bank
New Hampshire
$163K $0 2 0.14% Maintained
2030
SIS
Sound Income Strategies
Florida
$158K +$31.4K 1 0.01% Increased
2031
C
Covestor
United Kingdom
$155K -$350K 4 0.1% Reduced
2032
CIA
Cape Investment Advisory
Georgia
$152K -$28.8K 2 0.07% Reduced
2033
BCFD
Boit C.F. David
$149K +$132K 1 0.08% New
2034
BGAI
Bruce G. Allen Investments
Colorado
$148K -$5.2K 1 0.12% Reduced
2035
EL
EMFO LLC
Florida
$143K $0 1 0.13% Maintained
2036
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$139K +$35.6K 2 0.03% Increased
2037
PIS
POM Investment Strategies
North Carolina
$139K $0 1 0.11% Maintained
2038
GJWM
Gilliland Jeter Wealth Management
Arkansas
$138K +$120K 2 0.05% New
2039
CWP
Concord Wealth Partners
Virginia
$137K +$15.6K 1 0.02% Increased
2040
ATC
Adirondack Trust Company
New York
$137K $0 1 0.06% Maintained
2041
VAMG
Voisard Asset Management Group
Michigan
$136K $0 1 0.08% Maintained
2042
JGIA
Jackson Grant Investment Advisers
Connecticut
$136K $0 1 0.06% Maintained
2043
FG
Fairman Group
Pennsylvania
$135K $0 1 0.13% Maintained
2044
HCM
Hollencrest Capital Management
California
$134K -$404K 2 0.01% Reduced
2045
PFSC
Peoples Financial Services Corp
Pennsylvania
$134K $0 1 0.06% Maintained
2046
DCBT
Dakota Community Bank & Trust
North Dakota
$133K -$8.2K 1 0.72% Reduced
2047
HC
Hoese & Co
Minnesota
$131K $0 2 0.12% Maintained
2048
CB
Centennial Bank
Arkansas
$130K -$43.2K 1 0.07% Reduced
2049
DMBA
Deseret Mutual Benefit Administrators
Utah
$129K -$10.4K 1 0.06% Reduced
2050
WTA
Washington Trust Advisors
Massachusetts
$122K +$60.1K 1 0.01% Increased