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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
526	Wolverine Trading Chicago, Illinois	$1.95M	$0	3	0%	Maintained
527	PFT Providence First Trust Scottsdale, Arizona	$1.95M	$0	1	1.52%	Maintained
528	First Allied Advisory Services San Diego, California	$1.93M	-$595K	2	0.07%	Reduced
529	MCM McMillion Capital Management Greensboro, North Carolina	$1.92M	+$15.9K	1	1.09%	Increased
530	Todd Asset Management Louisville, Kentucky	$1.91M	+$3.87K	1	0.05%	Increased
531	MCM Monument Capital Management Alexandria, Virginia	$1.9M	-$38.6K	1	1.32%	Reduced
532	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.9M	+$50.2K	2	0.13%	Increased
533	NA Neuburgh Advisers Los Angeles, California	$1.86M	-$725K	2	0.06%	Reduced
534	SP SWS Partners Columbus, Ohio	$1.86M	+$317K	1	1.31%	Increased
535	North Star Asset Management Neenah, Wisconsin	$1.85M	+$1.91M	1	0.16%	New
536	Scotia Capital Toronto, Ontario, Canada	$1.84M	+$7.67K	2	0.03%	Increased
537	AAM Azzad Asset Management Falls Church, Virginia	$1.83M	+$289K	3	0.53%	Increased
538	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.82M	+$75.4K	1	0.21%	Increased
539	PHS Pekin Hardy Strauss Chicago, Illinois	$1.8M	-$15.5K	1	0.34%	Reduced
540	HFM Hartford Financial Management Hartford, Connecticut	$1.8M	+$1.86M	2	0.64%	New
541	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.78M	-$51.8K	1	1.65%	Reduced
542	BCM Bayesian Capital Management Brooklyn, New York	$1.76M	+$320K	2	0.4%	Increased
543	Bogart Wealth LLC Mclean, Virginia	$1.75M	+$75.2K	1	1.07%	Increased
544	BA Boston Advisors Boston, Massachusetts	$1.74M	-$16K	1	0.04%	Reduced
545	CIM Cambria Investment Management Manhattan Beach, California	$1.72M	-$207K	1	0.26%	Reduced
546	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.72M	+$117K	2	1.53%	Increased
547	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.71M	+$268K	5	0.1%	Increased
548	Laird Norton Wetherby Wealth Management San Francisco, California	$1.71M	-$55.1K	2	0.23%	Reduced
549	Jacobs Levy Equity Management Florham Park, New Jersey	$1.7M	-$72K	1	0.03%	Reduced
550	Central Trust Company Jefferson City, Missouri	$1.69M	-$7.62K	3	0.11%	Reduced