← 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
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K +$21.9K 1 0.05% Increased
2052
CCA
Criterion Capital Advisors
Tennessee
$117K $0 1 0.08% Maintained
2053
USB
Union Savings Bank
Connecticut
$115K $0 1 0.06% Maintained
2054
LI
LRI Investments
Florida
$113K +$97.7K 2 0.03% New
2055
BAM
BOCHK Asset Management
Hong Kong
$109K +$95.7K 1 0.04% New
2056
BL
BFSG LLC
California
$109K +$13.1K 1 0.01% Increased
2057
SCA
Stuart Chaussee & Associates
California
$108K $0 1 0.03% Maintained
2058
WWM
Wolff Wiese Magana
California
$105K -$2.46K 1 0.09% Reduced
2059
PWMA
Pension & Wealth Management Advisors
Massachusetts
$101K +$33.9K 1 0.07% Increased
2060
SL
Salomon & Ludwin
Virginia
$101K +$5.24K 2 0.01% Increased
2061
VWM
Valley Wealth Managers
New Jersey
$100K -$54.7K 1 0.01% Reduced
2062
Antipodes Partners
Antipodes Partners
Australia
$100K +$31.1K 2 0% Increased
2063
CA
Centerpoint Advisors
Massachusetts
$100K -$26K 2 0.04% Reduced
2064
MSG
Main Street Group
Virginia
$99.3K -$6.59K 3 0.04% Reduced
2065
CFD
Creative Financial Designs
Indiana
$98.9K +$9.02K 2 0.01% Increased
2066
GPI
General Partner Inc
Pennsylvania
$96.4K +$72.2K 2 0.06% Increased
2067
EFMH
E Fund Management (HK)
Hong Kong
$95K +$83.1K 1 0.06% New
2068
RBC
Roble Belko & Company
Pennsylvania
$94K -$1K 1 0.02% Reduced
2069
SAG
Spotlight Asset Group
Illinois
$93.8K $0 1 0.07% Maintained
2070
CSWM
Cassady Schiller Wealth Management
Ohio
$93.2K +$4.1K 1 0.04% Increased
2071
IFAM
Institutional & Family Asset Management
Colorado
$92.9K -$14.2K 3 0.01% Reduced
2072
Meag Munich Ergo
Meag Munich Ergo
Germany
$92.2K +$80.7K 1 0% New
2073
ME
McIlrath & Eck
Washington
$91.6K +$706 2 0.01% Increased
2074
MCM
MV Capital Management
Maryland
$91.6K -$5.2K 1 0.01% Reduced
2075
FMP
Financial Management Professionals
Texas
$91K -$6.83K 3 0.01% Reduced