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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	FCM Firsthand Capital Management San Jose, California	$318K	$0	1	0.25%	Maintained
727	Tudor Investment Corp Stamford, Connecticut	$318K	-$839K	1	0.01%	Reduced
728	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$313K	-$129K	1	0.04%	Reduced
729	CCM Cutler Capital Management Worcester, Massachusetts	$308K	+$354K	1	0.14%	New
730	SCA Secor Capital Advisors New York	$308K	+$304K	1	0.1%	New
731	FIM Frontier Investment Management Dallas, Texas	$296K	+$4.43K	1	0.05%	Increased
732	AWA ARS Wealth Advisors St. Petersburg, Florida	$294K	-$52K	1	0.15%	Reduced
733	Element Capital Management New York	$294K	+$339K	1	0.11%	New
734	IP Isthmus Partners Madison, Wisconsin	$290K	-$98.5K	1	0.11%	Reduced
735	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$287K	-$6.5K	1	0.04%	Reduced
736	PIC Portland Investment Counsel Burlington, Ontario, Canada	$286K	-$25.3K	1	0.53%	Reduced
737	AP Atwood & Palmer Kansas City, Missouri	$282K	$0	2	0.06%	Maintained
738	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$281K	$0	1	0.02%	Maintained
739	Los Angeles Capital Management Los Angeles, California	$276K	-$1.77K	1	0%	Reduced
740	MIS Morningstar Investment Services Chicago, Illinois	$276K	+$44.4K	1	0.01%	Increased
741	AF Aldebaran Financial	$275K	$0	1	0.26%	Maintained
742	BAS Brown Advisory Securities Baltimore, Maryland	$271K	-$341K	1	0.1%	Reduced
743	Fort Washington Investment Advisors Cincinnati, Ohio	$269K	-$151K	1	0.01%	Reduced
744	Hills Bank & Trust North Liberty, Iowa	$268K	+$309K	1	0.11%	New
745	WI Wedgewood Investors Erie, Pennsylvania	$267K	+$4.72K	1	0.27%	Increased
746	NGA Naples Global Advisors Naples, Florida	$262K	-$200K	1	0.13%	Reduced
747	WA Wheatland Advisors Lancaster, Pennsylvania	$259K	$0	1	0.28%	Maintained
748	CA Cornerstone Advisors Asheville, North Carolina	$257K	+$295K	1	0.06%	New
749	SIG Schooner Investment Group Wayne, Pennsylvania	$253K	-$148K	1	0.18%	Reduced
750	KA KLCM Advisors Milwaukee, Wisconsin	$252K	-$134K	1	0.09%	Reduced