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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	Scotia Capital Toronto, Ontario, Canada	$2.27M	+$347K	2	0.02%	Increased
552	Central Trust Company Jefferson City, Missouri	$2.24M	+$21.9K	2	0.09%	Increased
553	CCT Capital City Trust Tallahassee, Florida	$2.23M	-$10.5K	1	0.78%	Reduced
554	LD Lipe & Dalton Syracuse, New York	$2.22M	-$38.4K	1	1.36%	Reduced
555	PCM Prelude Capital Management New York	$2.2M	-$1.63M	2	0.06%	Reduced
556	Laird Norton Wetherby Wealth Management San Francisco, California	$2.18M	+$71.3K	2	0.15%	Increased
557	RSC Red Spruce Capital Berwyn, Pennsylvania	$2.16M	$0	1	1.5%	Maintained
558	LCS Levin Capital Strategies New York	$2.16M	-$128K	2	0.24%	Reduced
559	OF Outfitter Financial Brunswick, Maine	$2.15M	+$1.97M	2	2.07%	New
560	CCM Compton Capital Management Providence, Rhode Island	$2.15M	+$5.65K	1	0.73%	Increased
561	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.14M	-$20.8K	1	1.19%	Reduced
562	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.13M	-$236K	4	0.03%	Reduced
563	DCM Dupont Capital Management Wilmington, Delaware	$2.13M	-$586K	1	0.05%	Reduced
564	Veritable Wilmington, Delaware	$2.13M	-$113K	2	0.04%	Reduced
565	SWMG Signature Wealth Management Group Atlanta, Georgia	$2.1M	+$11.2K	1	1.32%	Increased
566	TEE Tibra Equities Europe London, United Kingdom	$2.09M	+$1.63M	1	0.21%	Increased
567	TCOT Trust Company of Toledo Holland, Ohio	$2.09M	-$44.6K	1	0.41%	Reduced
568	JWCA J.W. Coons Advisors Columbus, Ohio	$2.09M	+$26.6K	1	0.8%	Increased
569	SFO Stokes Family Office New Orleans, Louisiana	$2.08M	-$48.7K	1	0.41%	Reduced
570	MIM Marco Investment Management Atlanta, Georgia	$2.07M	+$90.4K	1	0.3%	Increased
571	CNC Canandaigua National Corp Canandaigua, New York	$2.06M	-$228K	1	0.36%	Reduced
572	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.05M	+$1.92M	2	0.02%	New
573	VDBMI Van Den Berg Management I Austin, Texas	$2.04M	+$1.85M	1	0.51%	New
574	MC MRJ Capital New York	$2.04M	$0	1	1.38%	Maintained
575	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.04M	-$1.01M	2	0.1%	Reduced