← 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
2051
WIM
Walsky Investment Management
Pennsylvania
$2.26M -$82.7K 1 2.1% Reduced
2052
AO
Advisor OS
Illinois
$2.26M -$484K 2 0.15% Reduced
2053
CUAMC
China Universal Asset Management Company
China
$2.25M +$1.17M 1 0.13% Increased
2054
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$2.25M $0 2 0.44% Maintained
2055
CPW
Cove Private Wealth
New York
$2.25M $0 2 0.43% Maintained
2056
MFWP
Mosaic Family Wealth Partners
Missouri
$2.25M +$1.68M 2 0.15% Increased
2057
LF
Lighthouse Financial
Florida
$2.24M $0 1 1.16% Maintained
2058
GBT
Grove Bank & Trust
Florida
$2.24M +$119K 3 0.22% Increased
2059
Welch Group
Welch Group
Alabama
$2.24M +$96.3K 2 0.08% Increased
2060
ITIM
Indiana Trust & Investment Management
Indiana
$2.24M -$76.6K 2 0.61% Reduced
2061
WCG
Weaver Consulting Group
California
$2.24M -$49.1K 2 0.46% Reduced
2062
MCWA
Meadow Creek Wealth Advisors
Georgia
$2.24M -$24.8K 2 1.37% Reduced
2063
ML
McAdam LLC
Pennsylvania
$2.24M +$565K 3 0.09% Increased
2064
CH
Canton Hathaway
Rhode Island
$2.22M -$2.04K 2 0.43% Reduced
2065
HNWAG
High Net Worth Advisory Group
Florida
$2.22M -$9.24K 2 0.47% Reduced
2066
TIA
Trust Investment Advisors
Indiana
$2.22M -$5.24K 1 1.06% Reduced
2067
AWA
Arete Wealth Advisors
Illinois
$2.21M +$2.03M 1 0.15% New
2068
DE
Diversified Enterprises
Delaware
$2.21M +$421K 2 0.11% Increased
2069
WIS
Wright Investors Service
Connecticut
$2.21M -$28.1K 2 0.6% Reduced
2070
HIS
Horizon Investment Services
Indiana
$2.2M -$357K 1 0.61% Reduced
2071
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$2.2M -$58.2K 2 0.45% Reduced
2072
HAIM
Hunter Associates Investment Management
Pennsylvania
$2.19M +$56.4K 2 0.25% Increased
2073
ADMI
Albert D. Mason Inc
Massachusetts
$2.19M -$403 1 1.25% Reduced
2074
WBC
Westpac Banking Corp
Australia
$2.19M +$135K 2 0.13% Increased
2075
WMA
Wealth Management Associates
New Jersey
$2.19M -$45.5K 2 0.6% Reduced