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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
551	PP Palladium Partners Norfolk, Virginia	$1.41M	-$49.1K	1	0.11%	Reduced
552	Pacer Advisors Malvern, Pennsylvania	$1.4M	-$1.58M	1	0.12%	Reduced
553	PVWM Point View Wealth Management Summit, New Jersey	$1.4M	-$25K	1	0.67%	Reduced
554	CCM Compton Capital Management Providence, Rhode Island	$1.39M	-$34K	1	0.63%	Reduced
555	MM Midas Management New York	$1.38M	$0	1	0.73%	Maintained
556	OIM Opus Investment Management Worcester, Massachusetts	$1.38M	$0	1	0.25%	Maintained
557	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.37M	+$28.8K	2	0.37%	Increased
558	4IG 440 Investment Group Overland Park, Kansas	$1.37M	+$1.34M	1	1.04%	New
559	TC Telemus Capital Southfield, Michigan	$1.36M	-$372K	1	0.15%	Reduced
560	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.35M	+$14K	1	1.01%	Increased
561	Fred Alger Management New York	$1.34M	-$27.3K	1	0.01%	Reduced
562	ICOA Investment Centers of America Bismarck, North Dakota	$1.33M	+$119K	1	0.1%	Increased
563	BBI Baxter Bros Inc Riverside, Connecticut	$1.32M	+$189K	1	0.38%	Increased
564	CI Cigna Investments Bloomfield, Connecticut	$1.3M	-$12.7K	1	0.09%	Reduced
565	FCCM First City Capital Management Savannah, Georgia	$1.3M	-$3.77K	1	0.91%	Reduced
566	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.29M	+$11.7K	1	0.11%	Increased
567	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.28M	$0	1	0.15%	Maintained
568	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.27M	+$159K	2	0.02%	Increased
569	EWM Endurance Wealth Management Providence, Rhode Island	$1.26M	-$7.55K	1	0.21%	Reduced
570	OIA Optimum Investment Advisors Chicago, Illinois	$1.25M	-$26.4K	1	0.42%	Reduced
571	First Horizon Advisors Memphis, Tennessee	$1.25M	+$10.2K	2	0.13%	Increased
572	Burney Company Reston, Virginia	$1.25M	-$79.2K	2	0.08%	Reduced
573	SL Summitry LLC Foster City, California	$1.24M	+$1.21M	1	0.11%	New
574	Winton Group London, United Kingdom	$1.23M	+$258K	1	0.04%	Increased
575	Edmond de Rothschild Holding Chambesy, Switzerland	$1.23M	-$164K	1	0.04%	Reduced