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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	Cetera Advisor Networks El Segundo, California	$404K	-$371K	1	0.03%	Reduced
727	CCA Cobblestone Capital Advisors Rochester, New York	$404K	+$46.7K	1	0.06%	Increased
728	AHC Anderson Hoagland & Co St Louis, Missouri	$390K	$0	1	0.24%	Maintained
729	AHC Adell Harriman & Carpenter Houston, Texas	$388K	-$55.2K	1	0.1%	Reduced
730	Beck Mack & Oliver New York	$387K	$0	1	0.01%	Maintained
731	Synovus Financial Columbus, Georgia	$387K	+$116K	2	0.01%	Increased
732	Fiduciary Trust Boston, Massachusetts	$386K	+$341K	1	0.01%	New
733	PTC Private Trust Company Cleveland, Ohio	$384K	-$15.6K	1	0.1%	Reduced
734	AP Advisor Partners Walnut Creek, California	$383K	+$77.2K	1	0.14%	Increased
735	FIM Frontier Investment Management Dallas, Texas	$379K	+$10.1K	1	0.05%	Increased
736	SCI S&CO Inc Boston, Massachusetts	$375K	+$331K	1	0.06%	New
737	CCA Checchi Capital Advisers Beverly Hills, California	$372K	+$144K	2	0.08%	Increased
738	WIP Wellesley Investment Partners Wellesley, Massachusetts	$372K	+$328K	1	0.22%	New
739	KA KLCM Advisors Milwaukee, Wisconsin	$369K	+$33.1K	1	0.13%	Increased
740	FTC Farmers Trust Company Youngstown, Ohio	$368K	-$38.7K	1	0.12%	Reduced
741	IIM Ironwood Investment Management Boston, Massachusetts	$365K	-$78.2K	2	0.24%	Reduced
742	NB Nicolet Bankshares Green Bay, Wisconsin	$365K	+$939	1	0.26%	Increased
743	Heritage Investors Management Corp Bethesda, Maryland	$362K	-$29.4K	1	0.03%	Reduced
744	SCA Snowden Capital Advisors New York	$361K	+$319K	1	0.12%	New
745	AssetMark Inc Concord, California	$360K	-$593K	3	0.01%	Reduced
746	Wealthfront Palo Alto, California	$358K	+$70.8K	1	0.01%	Increased
747	BCM BTR Capital Management Oakland, California	$357K	+$55.2K	1	0.08%	Increased
748	CA Cambridge Advisors Omaha, Nebraska	$352K	-$3.53K	1	0.16%	Reduced
749	FCM Firsthand Capital Management San Jose, California	$350K	$0	1	0.3%	Maintained
750	TCM Tradition Capital Management Summit, New Jersey	$347K	-$1.62M	1	0.12%	Reduced