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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	NL NWAM LLC Mercer Island, Washington	$441K	-$25.4K	1	0.15%	Reduced
727	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$436K	+$16.7K	2	0.06%	Increased
728	PTC Private Trust Company Cleveland, Ohio	$436K	+$37.4K	1	0.1%	Increased
729	AIM Allen Investment Management New York	$426K	+$424K	2	0.03%	New
730	SIA SeaBridge Investment Advisors Summit, New Jersey	$426K	-$51.5K	1	0.1%	Reduced
731	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$425K	+$81K	1	0.03%	Increased
732	EFS Essex Financial Services Essex, Connecticut	$424K	+$3.35K	1	0.09%	Increased
733	AHC Anderson Hoagland & Co St Louis, Missouri	$423K	$0	1	0.25%	Maintained
734	AT Arden Trust Wilmington, Delaware	$417K	+$46.9K	1	0.06%	Increased
735	DP Dearborn Partners Chicago, Illinois	$416K	-$11.5K	1	0.03%	Reduced
736	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$415K	-$21.3K	1	0.22%	Reduced
737	SGI Summit Global Investments Bountiful, Utah	$413K	+$411K	1	0.15%	New
738	Douglass Winthrop Advisors New York	$410K	$0	1	0.03%	Maintained
739	NB Nicolet Bankshares Green Bay, Wisconsin	$409K	-$41.3K	1	0.22%	Reduced
740	WA Winfield Associates Cleveland, Ohio	$405K	-$90.2K	2	0.25%	Reduced
741	SCI S&CO Inc Boston, Massachusetts	$403K	$0	1	0.06%	Maintained
742	FIM Frontier Investment Management Dallas, Texas	$396K	-$9.58K	1	0.04%	Reduced
743	FTC Farmers Trust Company Youngstown, Ohio	$394K	$0	1	0.14%	Maintained
744	Hills Bank & Trust North Liberty, Iowa	$394K	-$102K	1	0.14%	Reduced
745	Twin Tree Management Dallas, Texas	$393K	-$1.29M	1	0%	Reduced
746	WBG Wharton Business Group Malvern, Pennsylvania	$393K	-$32.1K	1	0.05%	Reduced
747	LD Lipe & Dalton Syracuse, New York	$392K	+$72.2K	1	0.28%	Increased
748	RB Rodgers Brothers Harmony, Pennsylvania	$390K	-$9.71K	1	0.15%	Reduced
749	Wolverine Trading Chicago, Illinois	$384K	+$376K	1	0%	New
750	BIG Bellwether Investment Group Chattanooga, Tennessee	$383K	+$374K	1	0.34%	New