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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
651	CC Cipher Capital New York	$793K	+$147K	1	0.2%	Increased
652	SCM Stevens Capital Management Radnor, Pennsylvania	$786K	-$16.7M	2	0.03%	Reduced
653	AFG American Financial Group Cincinnati, Ohio	$782K	$0	1	0.06%	Maintained
654	NME Notis-McConarty Edward	$781K	$0	2	0.53%	Maintained
655	RIL Rothschild Investment LLC Chicago, Illinois	$779K	-$62.6K	1	0.09%	Reduced
656	AMIM Aull & Monroe Investment Management Mobile, Alabama	$773K	-$13.2K	1	0.42%	Reduced
657	Amalgamated Bank New York	$769K	-$123K	1	0.12%	Reduced
658	SEI Investments Oaks, Pennsylvania	$765K	+$743K	2	0.01%	New
659	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.49%	Maintained
660	BFO Boston Family Office Boston, Massachusetts	$741K	$0	1	0.09%	Maintained
661	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$741K	$0	1	0.35%	Maintained
662	RHBC R.H. Bluestein & Co Birmingham, Michigan	$740K	-$541K	1	0.05%	Reduced
663	NFG Next Financial Group Houston, Texas	$736K	-$173K	3	0.24%	Reduced
664	CBB Citizens Business Bank Ontario, California	$734K	+$712K	1	0.13%	New
665	WCF West Coast Financial Santa Barbara, California	$733K	-$68.2K	1	0.38%	Reduced
666	AGM Alpine Global Management New York	$732K	+$711K	1	0.13%	New
667	ANI American National Insurance Galveston, Texas	$727K	$0	1	0.04%	Maintained
668	ACP Ashfield Capital Partners San Francisco, California	$723K	-$10.8K	1	0.03%	Reduced
669	Burney Company Reston, Virginia	$709K	-$32.6K	2	0.06%	Reduced
670	WPP Whalerock Point Partners Providence, Rhode Island	$705K	+$51.1K	1	0.3%	Increased
671	LIA LS Investment Advisors Bloomfield Hills, Michigan	$702K	+$47.1K	2	0.06%	Increased
672	CK Cohen Klingenstein New York	$698K	$0	1	0.13%	Maintained
673	LD Lipe & Dalton Syracuse, New York	$698K	-$24.7K	1	0.47%	Reduced
674	Catalyst Capital Advisors Huntington, New York	$693K	+$672K	1	0.08%	New
675	Cetera Advisor Networks El Segundo, California	$693K	+$8.37K	1	0.05%	Increased