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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	CG Cutler Group San Francisco, California	$2.77M	+$1.69M	3	0.12%	Increased
602	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.77M	+$107K	2	0.1%	Increased
603	BAM Bruderman Asset Management Locust Valley, New York	$2.76M	-$5.43M	1	2.11%	Reduced
604	PT Plimoth Trust Plymouth, Massachusetts	$2.76M	-$107K	1	0.7%	Reduced
605	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$2.74M	+$59.4K	2	0.05%	Increased
606	RIL Rothschild Investment LLC Chicago, Illinois	$2.72M	+$345K	1	0.21%	Increased
607	ACM Arosa Capital Management Miami Beach, Florida	$2.72M	-$577K	1	0.67%	Reduced
608	Illinois Municipal Retirement Fund Oak Brook, Illinois	$2.71M	+$715K	2	0.08%	Increased
609	DA Duality Advisers Miami, Florida	$2.7M	-$328K	1	0.29%	Reduced
610	Burney Company Reston, Virginia	$2.69M	+$1.16M	3	0.12%	Increased
611	CNC Canandaigua National Corp Canandaigua, New York	$2.69M	-$350K	1	0.4%	Reduced
612	TD Private Client Wealth New York	$2.69M	-$66.1K	2	0.11%	Reduced
613	Ritholtz Wealth Management New York	$2.67M	+$843K	2	0.17%	Increased
614	DAC Dividend Assets Capital Ridgeland, South Carolina	$2.67M	-$44K	2	0.5%	Reduced
615	Vontobel Holding Zurich, Switzerland	$2.67M	+$737K	2	0.02%	Increased
616	Hantz Financial Services Southfield, Michigan	$2.67M	+$632K	1	0.08%	Increased
617	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.67M	-$200K	1	0.03%	Reduced
618	WC Wexford Capital West Palm Beach, Florida	$2.65M	+$2.48M	1	0.11%	New
619	SP SWS Partners Columbus, Ohio	$2.65M	-$57.3K	1	1.5%	Reduced
620	NWM Northwest Wealth Management Spencer, Iowa	$2.63M	$0	1	1.23%	Maintained
621	AWM Altium Wealth Management Purchase, New York	$2.63M	+$325K	2	0.17%	Increased
622	LFP Leeward Financial Partners Bellevue, Washington	$2.63M	+$2.52M	1	1.64%	New
623	Railway Pension Investments London, United Kingdom	$2.63M	$0	1	0.02%	Maintained
624	OIM Orca Investment Management Roseburg, Oregon	$2.61M	-$5.96K	1	2.15%	Reduced
625	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.6M	+$85K	2	0.11%	Increased