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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
726	NME Notis-McConarty Edward	$586K	-$132K	2	0.39%	Reduced
727	Heritage Investors Management Corp Bethesda, Maryland	$585K	$0	1	0.05%	Maintained
728	BAM Brave Asset Management Summit, New Jersey	$584K	-$84.7K	2	0.41%	Reduced
729	TH Timber Hill Greenwich, Connecticut	$584K	+$615K	1	0%	New
730	AF Aldebaran Financial	$583K	-$18.6K	1	0.46%	Reduced
731	Bank of Nova Scotia Toronto, Ontario, Canada	$579K	-$2.95M	1	0%	Reduced
732	RT Rockland Trust Hanover, Massachusetts	$577K	+$11.1K	1	0.13%	Increased
733	SIM SSI Investment Management Los Angeles, California	$575K	-$7.94K	1	0.06%	Reduced
734	TFA Transamerica Financial Advisors St. Petersburg, Florida	$573K	+$29.9K	2	0.05%	Increased
735	WSCM Wellington Shields Capital Management New York	$572K	+$262K	2	0.09%	Increased
736	Johnson Investment Counsel Cincinnati, Ohio	$568K	+$550K	1	0.02%	New
737	RBA Richard Bernstein Advisors New York	$568K	$0	1	0.07%	Maintained
738	OI Oakbrook Investments Lisle, Illinois	$552K	+$531K	1	0.02%	New
739	First Allied Advisory Services San Diego, California	$548K	-$389K	1	0.04%	Reduced
740	WF WealthTrust Fairport Cleveland, Ohio	$545K	+$447K	1	0.08%	Increased
741	SEC Seven Eight Capital New York	$541K	+$520K	1	0.52%	New
742	FM Foster & Motley Cincinnati, Ohio	$540K	-$77.8K	1	0.12%	Reduced
743	FIM Fruth Investment Management Houston, Texas	$539K	$0	1	0.25%	Maintained
744	HA Halsey Associates New Haven, Connecticut	$539K	-$8.89M	1	0.12%	Reduced
745	NGA Naples Global Advisors Naples, Florida	$536K	+$80.9K	1	0.32%	Increased
746	Crawford Investment Counsel Atlanta, Georgia	$535K	-$9.05K	1	0.02%	Reduced
747	FNB First Niagara Bank Lockport, New York	$534K	-$369K	1	0.11%	Reduced
748	AWA ARS Wealth Advisors St. Petersburg, Florida	$529K	-$34.4K	1	0.26%	Reduced
749	ETrade Capital Management Arlington, Virginia	$527K	+$146K	2	0.04%	Increased
750	Atria Investments Charlotte, North Carolina	$519K	+$20.4K	1	0.05%	Increased