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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	CBB Citizens Business Bank Ontario, California	$1.01M	$0	1	0.17%	Maintained
602	Ingalls & Snyder LLC New York	$998K	$0	1	0.05%	Maintained
603	First Manhattan New York	$995K	$0	4	0.01%	Maintained
604	CB Chemical Bank Detroit, Michigan	$991K	-$11.4K	1	0.11%	Reduced
605	CP Camelot Portfolios Maumee, Ohio	$989K	+$19K	1	0.48%	Increased
606	EI EDMP Inc Lutz, Florida	$983K	+$12.9K	1	0.89%	Increased
607	FM Forward Management San Francisco, California	$982K	-$55.5K	1	0.11%	Reduced
608	Park National Corp Newark, Ohio	$978K	-$906	1	0.06%	Reduced
609	MCM Mork Capital Management Healdsburg, California	$968K	$0	1	0.78%	Maintained
610	SRC Shufro Rose & Co New York	$953K	+$32.3K	1	0.1%	Increased
611	Clearstead Advisors Cleveland, Ohio	$946K	-$11.1K	1	0.12%	Reduced
612	IRF IBM Retirement Fund Armonk, New York	$946K	+$17.5K	1	0.17%	Increased
613	BWM BerganKDV Wealth Management Bloomington, Minnesota	$943K	+$10.3K	1	0.24%	Increased
614	Global X Management Company New York	$939K	+$113K	2	0.03%	Increased
615	CONA Capital One National Association New York	$938K	+$635K	1	0.07%	Increased
616	Wealthspire Advisors (Maryland) Potomac, Maryland	$931K	+$1.1K	3	0.1%	Increased
617	CA Callahan Advisors Houston, Texas	$924K	-$7.7K	1	0.19%	Reduced
618	MSAM Moloney Securities Asset Management Manchester, Missouri	$923K	-$8.3K	1	0.41%	Reduced
619	Balyasny Asset Management Chicago, Illinois	$919K	+$903K	1	0%	New
620	IFP Advisors Tampa, Florida	$918K	-$121K	4	0.04%	Reduced
621	Cornerstone Investment Partners Atlanta, Georgia	$916K	+$4.91K	1	0.04%	Increased
622	AI ArchPoint Investors Coral Gables, Florida	$914K	+$139K	2	0.29%	Increased
623	GAMC Garner Asset Management Corp Plano, Texas	$911K	-$36K	2	0.81%	Reduced
624	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$908K	-$31.8K	1	0.16%	Reduced
625	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$905K	-$1.51K	2	0.12%	Reduced