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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	RWA River Wealth Advisors Camp Hill, Pennsylvania	$849K	-$69.1K	1	0.47%	Reduced
602	CIBC World Market Toronto, Ontario, Canada	$848K	+$100K	1	0%	Increased
603	Sigma Planning Corp Ann Arbor, Michigan	$839K	-$647	1	0.1%	Reduced
604	Smithfield Trust Pittsburgh, Pennsylvania	$836K	-$9.63K	1	0.15%	Reduced
605	Mariner Overland Park, Kansas	$831K	+$303K	1	0.04%	Increased
606	IB Intrust Bank Wichita, Kansas	$814K	-$15.3K	1	0.32%	Reduced
607	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$784K	-$6.47K	1	0.23%	Reduced
608	MN Services Vermogensbeheer The Hague, Netherlands	$779K	+$17.1K	1	0.16%	Increased
609	NB NBT Bank Norwich, New York	$776K	+$44K	1	0.14%	Increased
610	FIM Fruth Investment Management Houston, Texas	$775K	+$280K	1	0.38%	Increased
611	ANI American National Insurance Galveston, Texas	$773K	$0	1	0.04%	Maintained
612	EI EDMP Inc Lutz, Florida	$772K	+$28.8K	1	0.74%	Increased
613	GS GAM Systematic Cambridge, United Kingdom	$768K	+$462K	1	0.16%	Increased
614	CG Cutler Group San Francisco, California	$765K	+$74.6K	2	0.03%	Increased
615	Park National Corp Newark, Ohio	$762K	-$1.1K	1	0.05%	Reduced
616	HM Payson & Co Portland, Maine	$761K	$0	1	0.04%	Maintained
617	SRC Shufro Rose & Co New York	$760K	-$10.7K	1	0.08%	Reduced
618	Clifford Swan Investment Counsel Pasadena, California	$759K	$0	1	0.05%	Maintained
619	PA Probity Advisors Dallas, Texas	$758K	-$70.7K	1	0.33%	Reduced
620	CONA Capital One National Association New York	$756K	+$72.2K	2	0.06%	Increased
621	PG Patten Group Chattanooga, Tennessee	$750K	-$9.7K	1	0.35%	Reduced
622	TC TFS Capital West Chester, Pennsylvania	$747K	-$546K	1	0.18%	Reduced
623	VWM Valley Wealth Managers Paramus, New Jersey	$747K	+$101K	1	0.11%	Increased
624	FG Fiduciary Group Savannah, Georgia	$745K	-$19.4K	1	0.2%	Reduced
625	IPC Independent Portfolio Consultants Boca Raton, Florida	$744K	-$17.6K	1	0.23%	Reduced