← 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
2376	WCWM Willow Creek Wealth Management Sebastopol, California	$236K	$0	1	0.02%	Maintained
2377	CPP Capasso Planning Partners Charleston, South Carolina	$235K	-$1.22K	1	0.07%	Reduced
2378	OWA Opal Wealth Advisors Jericho, New York	$234K	-$69.1K	1	0.07%	Reduced
2379	Thompson Siegel & Walmsley Richmond, Virginia	$234K	+$176K	1	0%	New
2380	LMKC L.M. Kohn & Company Cincinnati, Ohio	$234K	+$917	1	0.06%	Increased
2381	FFM Flagstone Financial Management Lincoln, Nebraska	$233K	+$215K	1	0.08%	New
2382	CSA Cottage Street Advisors Marion, Massachusetts	$233K	+$19.2K	1	0.13%	Increased
2383	KCPG Kavar Capital Partners Group Leawood, Kansas	$233K	+$18.3K	1	0.04%	Increased
2384	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$232K	$0	1	0.01%	Maintained
2385	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$232K	-$10.7K	3	0.2%	Reduced
2386	FFA First Foundation Advisors Irvine, California	$232K	-$322K	1	0.01%	Reduced
2387	MWP Moller Wealth Partners	$232K	+$174K	1	0.06%	New
2388	JCM Jacobsen Capital Management Salt Lake City, Utah	$231K	-$3.67K	1	0.1%	Reduced
2389	SFC Sprinkle Financial Consultants Littleton, Colorado	$231K	+$174K	1	0.17%	New
2390	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$231K	$0	1	0.03%	Maintained
2391	FC Forte Capital Rochester, New York	$231K	+$174K	1	0.03%	New
2392	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$231K	-$48.5K	2	0.1%	Reduced
2393	LF Lee Financial Dallas, Texas	$229K	-$29.9K	1	0.03%	Reduced
2394	WWM Waterway Wealth Management The Woodlands, Texas	$229K	+$211K	1	0.1%	New
2395	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$229K	-$10.7K	1	0.05%	Reduced
2396	CCM Crew Capital Management Cincinnati, Ohio	$228K	+$172K	1	0.18%	New
2397	JWWM Johnson & White Wealth Management York, Pennsylvania	$228K	+$172K	1	0.2%	New
2398	HVIA Hudson Valley Investment Advisors Goshen, New York	$228K	+$171K	1	0.03%	New
2399	HFS Heritage Financial Services Westwood, Massachusetts	$227K	$0	1	0.03%	Maintained
2400	AWM Aprio Wealth Management Atlanta, Georgia	$226K	-$6.11K	1	0.04%	Reduced