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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
701	Simplicity Solutions Minneapolis, Minnesota	$394K	+$409K	1	0.05%	New
702	WP WMS Partners Towson, Maryland	$392K	+$7.58K	1	0.06%	Increased
703	LCP Legacy Capital Partners Milwaukee, Wisconsin	$389K	+$405K	1	0.25%	New
704	NAM North American Management Boston, Massachusetts	$389K	$0	1	0.06%	Maintained
705	DBT Dubuque Bank & Trust Dubuque, Iowa	$386K	-$330K	2	0.08%	Reduced
706	HIC Holderness Investments Company Greensboro, North Carolina	$381K	-$24.3K	1	0.38%	Reduced
707	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$380K	+$268K	3	0.01%	Increased
708	SIA SeaBridge Investment Advisors Summit, New Jersey	$380K	-$1.89M	1	0.08%	Reduced
709	IIM Ironwood Investment Management Boston, Massachusetts	$379K	+$201K	2	0.16%	Increased
710	CAS Cue Advisory Services Phoenix, Arizona	$378K	-$119K	1	0.34%	Reduced
711	Shinko Asset Management Company Tokyo, Japan	$378K	-$18.3K	1	0%	Reduced
712	AHC Adell Harriman & Carpenter Houston, Texas	$375K	-$78.5K	1	0.1%	Reduced
713	BAM Brave Asset Management Summit, New Jersey	$369K	$0	2	0.25%	Maintained
714	AHC Anderson Hoagland & Co St Louis, Missouri	$356K	$0	1	0.22%	Maintained
715	IIM Ipswich Investment Management Beverly, Massachusetts	$351K	$0	1	0.16%	Maintained
716	FP FDO Partners Cambridge, Massachusetts	$346K	+$360K	1	0.2%	New
717	BFO Boston Family Office Boston, Massachusetts	$343K	-$249K	1	0.05%	Reduced
718	FTC Farmers Trust Company Youngstown, Ohio	$343K	+$18.1K	1	0.12%	Increased
719	Capital Investment Advisors Atlanta, Georgia	$342K	+$356K	1	0.04%	New
720	CS Comerica Securities Detroit, Michigan	$341K	-$14.3K	1	0.09%	Reduced
721	LD Lipe & Dalton Syracuse, New York	$334K	-$142K	1	0.27%	Reduced
722	PTC Private Trust Company Cleveland, Ohio	$334K	+$129K	1	0.1%	Increased
723	FPFS First Personal Financial Services Charlotte, North Carolina	$333K	-$7.1K	1	0.19%	Reduced
724	WTB Washington Trust Bank Spokane, Washington	$333K	-$66.4K	2	0.07%	Reduced
725	Heritage Investors Management Corp Bethesda, Maryland	$328K	-$12.6K	1	0.03%	Reduced