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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
676	CK Cohen Klingenstein New York	$443K	$0	1	0.08%	Maintained
677	CIC Cornercap Investment Counsel Atlanta, Georgia	$443K	+$461K	1	0.08%	New
678	WFG Windsor Financial Group Minneapolis, Minnesota	$443K	$0	1	0.22%	Maintained
679	ACM Alethea Capital Management Mercer Island, Washington	$442K	+$460K	1	0.51%	New
680	IIC Ironwood Investment Counsel Scottsdale, Arizona	$442K	$0	1	0.25%	Maintained
681	Advisory Services Network Atlanta, Georgia	$435K	-$12.4K	3	0.14%	Reduced
682	FM Forward Management San Francisco, California	$435K	-$64.8K	1	0.04%	Reduced
683	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$433K	+$446K	1	0.12%	New
684	FIM Freedom Investment Management Hartford, Connecticut	$431K	+$253K	1	0.03%	Increased
685	Burney Company Reston, Virginia	$430K	-$9.73K	1	0.03%	Reduced
686	NL NWAM LLC Mercer Island, Washington	$430K	+$448K	1	0.18%	New
687	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$429K	-$9.86K	1	0.09%	Reduced
688	SCP Sandhill Capital Partners Buffalo, New York	$428K	+$10.8K	1	0.14%	Increased
689	NFG Next Financial Group Houston, Texas	$425K	-$72.9K	3	0.16%	Reduced
690	FNB Farmers National Bank Danville, Kentucky	$424K	+$442K	1	0.31%	New
691	Tocqueville Asset Management New York	$422K	-$2.71K	1	0.01%	Reduced
692	BAC Boys Arnold & Co Asheville, North Carolina	$417K	+$205K	1	0.05%	Increased
693	Sageworth Trust Lancaster, Pennsylvania	$417K	$0	1	0.1%	Maintained
694	RS Investment Management San Francisco, California	$413K	+$430K	1	0%	New
695	GCIA Gabelli & Co Investment Advisers Rye, New York	$411K	$0	1	0.05%	Maintained
696	Edmond de Rothschild Holding Chambesy, Switzerland	$408K	-$5.48M	1	0.01%	Reduced
697	BFIM Beese Fulmer Investment Management Canton, Ohio	$403K	$0	1	0.12%	Maintained
698	BFA Benedict Financial Advisors Atlanta, Georgia	$400K	-$28.4K	1	0.25%	Reduced
699	FIM Fruth Investment Management Houston, Texas	$399K	-$12.6K	1	0.2%	Reduced
700	Loews Corp New York	$394K	$0	1	0%	Maintained