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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	Capital Investment Advisors Atlanta, Georgia	$361K	-$36.1K	1	0.03%	Reduced
727	CA Cambridge Advisors Omaha, Nebraska	$359K	$0	1	0.16%	Maintained
728	IIM Ipswich Investment Management Beverly, Massachusetts	$358K	-$52K	1	0.18%	Reduced
729	SCI S&CO Inc Boston, Massachusetts	$358K	$0	1	0.06%	Maintained
730	RB Rodgers Brothers Harmony, Pennsylvania	$356K	+$111K	1	0.15%	Increased
731	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$356K	+$366K	1	0.01%	New
732	CA Cullinan Associates Louisville, Kentucky	$354K	+$364K	1	0.03%	New
733	Wealthfront Palo Alto, California	$354K	+$12.8K	1	0.01%	Increased
734	FTC Farmers Trust Company Youngstown, Ohio	$351K	$0	1	0.11%	Maintained
735	Heritage Investors Management Corp Bethesda, Maryland	$346K	+$676	1	0.03%	Increased
736	IIM Ironwood Investment Management Boston, Massachusetts	$341K	-$24.7K	2	0.26%	Reduced
737	KA KLCM Advisors Milwaukee, Wisconsin	$340K	-$12.3K	1	0.12%	Reduced
738	BAM Brave Asset Management Summit, New Jersey	$339K	-$76.6K	2	0.23%	Reduced
739	CS Comerica Securities Detroit, Michigan	$335K	-$84.4K	1	0.07%	Reduced
740	BCM BTR Capital Management Oakland, California	$334K	-$6.14K	1	0.08%	Reduced
741	AT Argent Trust San Antonio, Texas	$331K	+$32.4K	1	0.1%	Increased
742	AssetMark Inc Concord, California	$326K	-$22K	3	0.01%	Reduced
743	Legal & General Group London, United Kingdom	$322K	+$19.5K	2	0%	Increased
744	HighPoint Advisor Group Downers Grove, Illinois	$321K	+$138K	1	0.11%	Increased
745	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$320K	+$30.7K	1	0.04%	Increased
746	FM Forward Management San Francisco, California	$314K	-$7.31K	1	0.03%	Reduced
747	Cetera Advisor Networks El Segundo, California	$307K	-$77.3K	1	0.02%	Reduced
748	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$305K	-$10.1K	1	0.02%	Reduced
749	Seizert Capital Partners Birmingham, Michigan	$304K	+$98.3K	1	0.01%	Increased
750	HC Henshaw Capital Woburn, Massachusetts	$304K	$0	1	0.04%	Maintained