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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	LC LCNB Corp Lebanon, Ohio	$620K	-$5.66K	1	0.58%	Reduced
702	CK Cohen Klingenstein New York	$619K	$0	1	0.09%	Maintained
703	WI Wintrust Investments Chicago, Illinois	$618K	-$27.9K	1	0.16%	Reduced
704	Sageworth Trust Lancaster, Pennsylvania	$616K	$0	1	0.12%	Maintained
705	AP Advisor Partners Walnut Creek, California	$610K	-$25.7K	1	0.12%	Reduced
706	GCIA Gabelli & Co Investment Advisers Rye, New York	$607K	$0	1	0.07%	Maintained
707	FNB Farmers National Bank Danville, Kentucky	$605K	$0	1	0.37%	Maintained
708	CCM Catawba Capital Management Roanoke, Virginia	$600K	-$88.3K	1	0.14%	Reduced
709	CAS Cue Advisory Services Phoenix, Arizona	$593K	+$72.1K	1	0.41%	Increased
710	LCM Landscape Capital Management Englewood, New Jersey	$593K	+$573K	1	0.06%	New
711	LIC Lodestar Investment Counsel Chicago, Illinois	$592K	$0	1	0.07%	Maintained
712	CA Cullinan Associates Louisville, Kentucky	$588K	+$85.3K	1	0.05%	Increased
713	Bartlett & Co Cincinnati, Ohio	$584K	-$53.5K	2	0.02%	Reduced
714	CCA Checchi Capital Advisers Beverly Hills, California	$583K	-$71.2K	2	0.06%	Reduced
715	Wealthfront Palo Alto, California	$582K	-$159K	1	0.01%	Reduced
716	DZ Bank Frankfurt Am Main, Germany	$568K	-$3.91M	1	0%	Reduced
717	NL NWAM LLC Mercer Island, Washington	$568K	+$9.13K	1	0.15%	Increased
718	Putnam Investments Boston, Massachusetts	$568K	-$452K	1	0%	Reduced
719	ACM Alethea Capital Management Mercer Island, Washington	$559K	$0	1	0.66%	Maintained
720	HIC Holderness Investments Company Greensboro, North Carolina	$558K	-$6.79K	1	0.29%	Reduced
721	RIM Regent Investment Management Louisville, Kentucky	$555K	-$18.9K	1	0.19%	Reduced
722	Trexquant Investment Stamford, Connecticut	$554K	+$544K	1	0.14%	New
723	JIP Jaffetilchin Investment Partners Tampa, Florida	$549K	-$344K	1	0.13%	Reduced
724	Moneta Group Investment Advisors St Louis, Missouri	$546K	-$304K	1	0.08%	Reduced
725	WIS Wright Investors Service Shelton, Connecticut	$546K	-$241K	1	0.2%	Reduced