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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	Salem Investment Counselors Winston Salem, North Carolina	$326K	$0	1	0.04%	Maintained
727	CA Cambridge Advisors Omaha, Nebraska	$325K	$0	1	0.18%	Maintained
728	Beck Mack & Oliver New York	$322K	+$335K	1	0.01%	New
729	FCM Firsthand Capital Management San Jose, California	$319K	$0	1	0.25%	Maintained
730	KA Kovack Advisors Ft. Lauderdale, Florida	$313K	-$30.8K	1	0.21%	Reduced
731	SCA Secor Capital Advisors New York	$313K	+$10.5K	1	0.09%	Increased
732	CCM Cutler Capital Management Worcester, Massachusetts	$312K	$0	1	0.14%	Maintained
733	MC Middleton & Co Boston, Massachusetts	$308K	-$1.49M	1	0.07%	Reduced
734	TNB Thomasville National Bank Thomasville, Georgia	$307K	+$319K	1	0.11%	New
735	Eventide Asset Management Boston, Massachusetts	$305K	+$206K	2	0.02%	Increased
736	FIM Frontier Investment Management Dallas, Texas	$304K	+$6.39K	1	0.05%	Increased
737	Barings Charlotte, North Carolina	$303K	-$135K	1	0.01%	Reduced
738	CTI Community Trust & Investment Versailles, Kentucky	$298K	-$13.4M	1	0.04%	Reduced
739	BCB Brian C. Broderick	$296K	-$67.2K	1	0.13%	Reduced
740	FBC Fairfield, Bush & Co Darien, Connecticut	$296K	+$211K	1	0.1%	Increased
741	NB Nicolet Bankshares Green Bay, Wisconsin	$294K	+$315K	1	0.29%	New
742	BAS Brown Advisory Securities Baltimore, Maryland	$293K	+$18K	1	0.1%	Increased
743	CCA Cobblestone Capital Advisors Rochester, New York	$292K	+$78.5K	1	0.04%	Increased
744	Donaldson Capital Management Evansville, Indiana	$292K	-$446K	1	0.04%	Reduced
745	CHAM Clear Harbor Asset Management Stamford, Connecticut	$288K	-$1.07M	1	0.07%	Reduced
746	PIC Portland Investment Counsel Burlington, Ontario, Canada	$287K	$0	1	0.61%	Maintained
747	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$287K	+$1.57K	1	0.02%	Increased
748	AP Atwood & Palmer Kansas City, Missouri	$285K	$0	2	0.05%	Maintained
749	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$284K	+$249K	1	0.04%	Increased
750	LCP Longbow Capital Partners New York	$284K	+$217K	1	0.56%	New