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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	BFIM Beese Fulmer Investment Management Canton, Ohio	$478K	+$1.04K	1	0.14%	Increased
677	CCM Cutler Capital Management Worcester, Massachusetts	$478K	-$30.7K	1	0.13%	Reduced
678	Engineers Gate Manager New York	$478K	+$491K	1	0.03%	New
679	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$477K	$0	1	0.22%	Maintained
680	Mariner Overland Park, Kansas	$476K	+$490K	1	0.03%	New
681	GCIA Gabelli & Co Investment Advisers Rye, New York	$472K	$0	1	0.06%	Maintained
682	FNB Farmers National Bank Danville, Kentucky	$471K	+$484K	1	0.28%	New
683	VF Virtu Financial New York	$470K	+$483K	1	0.06%	New
684	Boothbay Fund Management New York	$469K	+$482K	1	0.18%	New
685	Tocqueville Asset Management New York	$469K	$0	1	0.01%	Maintained
686	CAM Columbia Asset Management Ann Arbor, Michigan	$467K	-$102K	2	0.17%	Reduced
687	NFG Next Financial Group Houston, Texas	$467K	-$1.33K	3	0.15%	Reduced
688	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$462K	+$475K	1	0.02%	New
689	AIM Assured Investment Management New York	$456K	+$469K	1	0.01%	New
690	LIC Lodestar Investment Counsel Chicago, Illinois	$456K	+$54K	1	0.06%	Increased
691	GVT Genesee Valley Trust Pittsford, New York	$455K	+$11.2K	1	0.3%	Increased
692	Loews Corp New York	$452K	$0	1	0%	Maintained
693	FIM Fruth Investment Management Houston, Texas	$446K	-$12.3K	1	0.21%	Reduced
694	NAM North American Management Boston, Massachusetts	$446K	$0	1	0.07%	Maintained
695	Annex Advisory Services Brookfield, Wisconsin	$443K	$0	1	0.12%	Maintained
696	WA Winfield Associates Cleveland, Ohio	$442K	$0	2	0.29%	Maintained
697	WP WMS Partners Towson, Maryland	$442K	-$8.6K	1	0.06%	Reduced
698	NL NWAM LLC Mercer Island, Washington	$439K	-$8.97K	1	0.17%	Reduced
699	Jefferies Group New York	$436K	+$436K	1	0%	Increased
700	SCA Snowden Capital Advisors New York	$433K	+$90.7K	1	0.13%	Increased