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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	TIA Trust Investment Advisors Indianapolis, Indiana	$986K	+$930K	1	1.01%	New
702	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$976K	-$43.8K	1	1.28%	Reduced
703	Park National Corp Newark, Ohio	$973K	-$113K	1	0.05%	Reduced
704	FL Fort LP Chevy Chase, Maryland	$971K	+$788K	1	0.22%	Increased
705	Tudor Investment Corp Stamford, Connecticut	$960K	-$581K	2	0.02%	Reduced
706	Clifford Swan Investment Counsel Pasadena, California	$959K	$0	1	0.05%	Maintained
707	MCM McRae Capital Management Morristown, New Jersey	$947K	-$5.17K	1	0.4%	Reduced
708	RI Ridgewood Investments Springfield, New Jersey	$947K	+$34.4K	1	0.75%	Increased
709	VWM Valley Wealth Managers Paramus, New Jersey	$946K	+$253K	1	0.11%	Increased
710	Arax Advisory Partners Denver, Colorado	$938K	-$20.5K	1	0.38%	Reduced
711	MHP Manatuck Hill Partners Westport, Connecticut	$932K	+$800K	1	0.35%	New
712	Wedbush Securities Los Angeles, California	$917K	-$52.1K	2	0.1%	Reduced
713	IFS Ifrah Financial Services Little Rock, Arkansas	$914K	-$17.9K	1	0.32%	Reduced
714	BRA Blue Rock Advisors Wayzata, Minnesota	$911K	+$422K	2	1.34%	Increased
715	VI Versor Investments New York	$911K	+$221K	1	0.34%	Increased
716	FIM Fruth Investment Management Houston, Texas	$910K	$0	1	0.37%	Maintained
717	MCM Maryland Capital Management Towson, Maryland	$908K	-$991K	1	0.12%	Reduced
718	Holocene Advisors New York	$907K	+$914K	2	0.01%	New
719	BFIM Beese Fulmer Investment Management Canton, Ohio	$905K	$0	1	0.18%	Maintained
720	APA American Portfolios Advisors Holbrook, New York	$902K	-$36.1K	4	0.1%	Reduced
721	Simplicity Solutions Minneapolis, Minnesota	$901K	-$930K	2	0.05%	Reduced
722	IFWM Institute for Wealth Management Denver, Colorado	$889K	+$833K	1	0.3%	New
723	FMT First Mercantile Trust Cordova, Tennessee	$888K	+$86.4K	2	0.17%	Increased
724	CI Cigna Investments Bloomfield, Connecticut	$887K	-$117K	1	0.07%	Reduced
725	FM Forward Management San Francisco, California	$887K	-$201K	1	0.15%	Reduced