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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	Cerity Partners New York	$1.59M	-$65.7K	1	0.1%	Reduced
602	SSA South Street Advisors New York	$1.59M	$0	1	0.47%	Maintained
603	SRAM Stone Ridge Asset Management New York	$1.58M	-$7.75M	3	0.09%	Reduced
604	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.58M	+$405	1	0.02%	Increased
605	Weiss Multi-Strategy Advisers New York	$1.58M	-$14.1M	1	0.04%	Reduced
606	CCM Compton Capital Management Providence, Rhode Island	$1.57M	$0	1	0.67%	Maintained
607	WSC Wellington Shields & Co New York	$1.57M	$0	1	0.74%	Maintained
608	CBN Cadence Bank NA Houston, Texas	$1.57M	-$249K	1	0.61%	Reduced
609	SB Simmons Bank Pine Bluff, Arkansas	$1.56M	-$16.2K	2	0.15%	Reduced
610	SIC SFE Investment Counsel Los Angeles, California	$1.54M	+$132K	1	0.66%	Increased
611	Squarepoint New York	$1.54M	-$15.6M	3	0.02%	Reduced
612	Veritable Wilmington, Delaware	$1.54M	+$3.08K	1	0.03%	Increased
613	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.53M	-$4.36K	2	0.06%	Reduced
614	Jefferies Group New York	$1.53M	-$1.21M	2	0.01%	Reduced
615	RA Rational Advisors Huntington, New York	$1.52M	+$1.35M	1	0.54%	Increased
616	TPA Trivium Point Advisory Westport, Connecticut	$1.52M	+$130K	1	0.68%	Increased
617	BSB Bangor Savings Bank Bangor, Maine	$1.52M	+$175K	2	0.27%	Increased
618	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$1.52M	+$35.5K	1	0.95%	Increased
619	People's United Financial Bridgeport, Connecticut	$1.52M	-$908K	1	0.04%	Reduced
620	LSPW Lake Street Private Wealth Chicago, Illinois	$1.51M	-$37.4K	1	0.89%	Reduced
621	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.51M	+$57.5K	1	1%	Increased
622	CCT Capital City Trust Tallahassee, Florida	$1.51M	+$27K	1	0.62%	Increased
623	MM Midas Management New York	$1.5M	$0	1	0.65%	Maintained
624	PVWM Point View Wealth Management Summit, New Jersey	$1.49M	-$23.1K	1	0.64%	Reduced
625	Central Trust Company Jefferson City, Missouri	$1.49M	-$67K	3	0.08%	Reduced