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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
576	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.16M	-$7.94K	1	0.51%	Reduced
577	FCCM First City Capital Management Savannah, Georgia	$1.16M	$0	1	0.87%	Maintained
578	Cambridge Investment Research Advisors Fairfield, Iowa	$1.16M	-$169K	1	0.02%	Reduced
579	IFP Advisors Tampa, Florida	$1.16M	+$154K	5	0.06%	Increased
580	SIC SFE Investment Counsel Los Angeles, California	$1.15M	+$106K	1	0.44%	Increased
581	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.15M	-$19.7K	2	0.37%	Reduced
582	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.14M	-$233K	1	0.68%	Reduced
583	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.12M	$0	1	0.13%	Maintained
584	PVWM Point View Wealth Management Summit, New Jersey	$1.11M	-$5.12K	1	0.64%	Reduced
585	CIM Corbyn Investment Management Lutherville, Maryland	$1.1M	-$3.94K	1	0.33%	Reduced
586	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.1M	$0	1	0.1%	Maintained
587	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.09M	$0	1	0.14%	Maintained
588	BBI Baxter Bros Inc Riverside, Connecticut	$1.05M	-$85.3K	1	0.34%	Reduced
589	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.05M	+$115K	1	0.13%	Increased
590	Calamos Wealth Management Naperville, Illinois	$1.04M	-$83.1K	1	0.17%	Reduced
591	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.04M	+$62.5K	1	0.33%	Increased
592	Simplicity Solutions Minneapolis, Minnesota	$1.03M	+$498K	1	0.24%	Increased
593	MLICM Metropolitan Life Insurance Company (MetLife) New York	$1.02M	-$28.3K	2	0.01%	Reduced
594	TC Telemus Capital Southfield, Michigan	$1M	+$65.7K	1	0.14%	Increased
595	EWM Endurance Wealth Management Providence, Rhode Island	$995K	-$31.2K	1	0.18%	Reduced
596	CONA Capital One National Association New York	$985K	+$240K	2	0.07%	Increased
597	AAM Azzad Asset Management Falls Church, Virginia	$985K	-$14.2K	1	0.41%	Reduced
598	FM Forward Management San Francisco, California	$983K	+$680K	1	0.07%	Increased
599	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$981K	-$5.9K	1	0.16%	Reduced
600	First Manhattan New York	$977K	-$15K	4	0.01%	Reduced