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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
451	JWM Jackson Wealth Management Lake Mary, Florida	$4.7M	-$304K	1	1.73%	Reduced
452	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$4.66M	-$2.07M	1	0.97%	Reduced
453	FP Foundry Partners Minneapolis, Minnesota	$4.66M	+$592K	1	0.26%	Increased
454	Scotia Capital Toronto, Ontario, Canada	$4.63M	-$255K	2	0.04%	Reduced
455	AssetMark Inc Concord, California	$4.62M	+$723K	3	0.02%	Increased
456	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.61M	-$96.7K	1	0.89%	Reduced
457	BPIM Brant Point Investment Management New York	$4.6M	-$253K	1	0.68%	Reduced
458	NewEdge Wealth Pittsburgh, Pennsylvania	$4.59M	-$23.4K	2	0.2%	Reduced
459	PCA Providence Capital Advisors Charlotte, North Carolina	$4.55M	-$1.29M	1	1.23%	Reduced
460	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.55M	-$284K	1	0.21%	Reduced
461	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.52M	-$1.39M	1	0.14%	Reduced
462	CCB Country Club Bank Kansas City, Missouri	$4.51M	-$35.4K	1	0.39%	Reduced
463	IWA Icon Wealth Advisors Houston, Texas	$4.47M	+$630K	1	0.51%	Increased
464	RBA Richard Bernstein Advisors New York	$4.46M	$0	1	0.1%	Maintained
465	Putnam Investments Boston, Massachusetts	$4.46M	-$705K	2	0.01%	Reduced
466	Gotham Asset Management New York	$4.42M	+$57.2K	2	0.12%	Increased
467	BDS Banco de Sabadell Miami, Florida	$4.4M	-$70.4K	3	3.7%	Reduced
468	PCTC Perkins Coie Trust Company Seattle, Washington	$4.4M	-$36.2K	1	1.41%	Reduced
469	EA Ellsworth Advisors Hudson, Ohio	$4.4M	+$55.8K	1	1.65%	Increased
470	Stock Yards Bank & Trust Louisville, Kentucky	$4.35M	+$616K	1	0.17%	Increased
471	BNP Paribas Asset Management Paris, France	$4.29M	+$180K	1	0.02%	Increased
472	KTA Keeley-Teton Advisors Chicago, Illinois	$4.29M	-$302K	2	0.53%	Reduced
473	WC Westhampton Capital Winston-Salem, North Carolina	$4.25M	+$9.96K	1	2.87%	Increased
474	Tocqueville Asset Management New York	$4.23M	-$369K	2	0.08%	Reduced
475	BOK Financial Tulsa, Oklahoma	$4.2M	-$109K	2	0.08%	Reduced