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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
601	ZF Zhang Financial Portage, Michigan	$842K	+$806K	1	0.72%	New
602	SRC Shufro Rose & Co New York	$841K	+$860K	1	0.1%	New
603	GIM Guardian Investment Management Tiburon, California	$840K	+$801K	1	1.21%	New
604	DCM Dupont Capital Management Wilmington, Delaware	$838K	+$809K	1	0.02%	New
605	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$835K	+$820K	5	0%	New
606	Meiji Yasuda Life Insurance Tokyo, Japan	$834K	+$799K	1	0.15%	New
607	Profund Advisors Bethesda, Maryland	$831K	+$796K	1	0.06%	New
608	RIM Regent Investment Management Louisville, Kentucky	$831K	+$797K	1	0.64%	New
609	PWPCM Perella Weinberg Partners Capital Management New York	$829K	+$794K	1	0.06%	New
610	SAM Selway Asset Management	$821K	+$786K	1	0.51%	New
611	Laird Norton Wetherby Wealth Management San Francisco, California	$818K	+$818K	2	0.29%	New
612	WFM Wilmington Funds Management Wilmington, Delaware	$818K	+$784K	1	0.08%	New
613	NB NBT Bank Norwich, New York	$808K	+$774K	1	0.12%	New
614	Freestone Capital Holdings Seattle, Washington	$803K	+$791K	2	0.16%	New
615	SCM Seamans Capital Management Boston, Massachusetts	$800K	+$763K	1	0.86%	New
616	SI SII Investments Appleton, Wisconsin	$799K	+$765K	1	0.17%	New
617	Amalgamated Bank New York	$798K	+$764K	1	0.29%	New
618	TCOT Trust Company of Toledo Holland, Ohio	$793K	+$810K	1	0.29%	New
619	AAP Ardsley Advisory Partners Stamford, Connecticut	$792K	+$756K	1	0.17%	New
620	FCCM First City Capital Management Savannah, Georgia	$784K	+$802K	1	0.72%	New
621	Raymond James Trust St. Petersburg, Florida	$777K	+$744K	1	0.13%	New
622	AMIM Aull & Monroe Investment Management Mobile, Alabama	$776K	+$744K	1	0.52%	New
623	Thompson Siegel & Walmsley Richmond, Virginia	$773K	+$741K	1	0.02%	New
624	BCA Benchmark Capital Advisors New York	$763K	+$731K	1	0.59%	New
625	AFG American Financial Group Cincinnati, Ohio	$757K	+$725K	1	0.07%	New