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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
626	CCT Capital City Trust Tallahassee, Florida	$1.43M	-$2.36K	1	0.61%	Reduced
627	Capital Analysts LLC Fort Washington, Pennsylvania	$1.42M	+$1.34M	1	0.16%	New
628	Capital International Inc Los Angeles, California	$1.41M	-$90K	1	0.17%	Reduced
629	RWA River Wealth Advisors Camp Hill, Pennsylvania	$1.41M	+$179K	1	0.59%	Increased
630	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.4M	+$13.9K	1	0.98%	Increased
631	CL CPWM LLC Seattle, Washington	$1.4M	+$396K	2	0.2%	Increased
632	Freestone Capital Holdings Seattle, Washington	$1.39M	+$686K	1	0.08%	Increased
633	LD Lipe & Dalton Syracuse, New York	$1.39M	-$12.6K	1	1.02%	Reduced
634	FWSM First Wilshire Securities Management Pasadena, California	$1.38M	+$777	1	0.47%	Increased
635	SIC SFE Investment Counsel Los Angeles, California	$1.36M	+$30.2K	1	0.61%	Increased
636	SC Sawyer & Company Boston, Massachusetts	$1.36M	$0	1	0.89%	Maintained
637	Jupiter Asset Management London, United Kingdom	$1.35M	$0	2	0.04%	Maintained
638	AGF Investments Inc Toronto, Ontario, Canada	$1.34M	+$307K	1	0.02%	Increased
639	TPA Trivium Point Advisory Westport, Connecticut	$1.34M	+$261K	1	0.63%	Increased
640	Twin Tree Management Dallas, Texas	$1.34M	+$965K	1	0.01%	Increased
641	WVP Worth Venture Partners Fort Lee, New Jersey	$1.34M	-$866K	1	0.75%	Reduced
642	NICM Neo Ivy Capital Management New York	$1.33M	+$1.26M	1	0.76%	New
643	Caprock Group Boise, Idaho	$1.32M	+$174K	2	0.26%	Increased
644	EGI EAM Global Investors Solana Beach, California	$1.32M	-$644K	1	0.58%	Reduced
645	MC Machina Capital Paris, France	$1.31M	+$406K	1	0.52%	Increased
646	BSB Bangor Savings Bank Bangor, Maine	$1.3M	-$30.9K	1	0.24%	Reduced
647	UA Unison Advisors Washington, District of Columbia	$1.29M	+$11.6K	1	0.96%	Increased
648	CBB Citizens Business Bank Ontario, California	$1.29M	+$305	1	0.22%	Increased
649	IPW Inlet Private Wealth Jupiter, Florida	$1.28M	+$1.29M	2	0.52%	New
650	Meag Munich Ergo Munich, Germany	$1.28M	-$1.92M	1	0.11%	Reduced