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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	CAS Cue Advisory Services Phoenix, Arizona	$499K	-$24.9K	1	0.38%	Reduced
727	ECM Everence Capital Management Goshen, Indiana	$498K	$0	1	0.13%	Maintained
728	CFN Cordasco Financial Network Naples, Florida	$496K	$0	1	0.57%	Maintained
729	Jefferies Group New York	$496K	-$1.12M	1	0%	Reduced
730	NFG Next Financial Group Houston, Texas	$496K	-$203K	3	0.14%	Reduced
731	Douglass Winthrop Advisors New York	$490K	+$35.7K	1	0.03%	Increased
732	PineBridge Investments New York	$487K	+$91.6K	3	0.01%	Increased
733	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$479K	+$8.67K	1	0.03%	Increased
734	Global X Management Company New York	$479K	+$196K	2	0.02%	Increased
735	NL NWAM LLC Mercer Island, Washington	$479K	-$8.52K	1	0.15%	Reduced
736	Loews Corp New York	$478K	-$80.6K	1	0%	Reduced
737	PTC Private Trust Company Cleveland, Ohio	$468K	-$13.3K	1	0.11%	Reduced
738	EFS Essex Financial Services Essex, Connecticut	$466K	-$2.91K	1	0.11%	Reduced
739	PP PagnatoKarp Partners Reston, Virginia	$464K	+$41.9K	1	0.13%	Increased
740	DP Dearborn Partners Chicago, Illinois	$460K	$0	1	0.04%	Maintained
741	GIM Greylin Investment Management Orange, Virginia	$459K	+$448K	1	0.11%	New
742	TC TFS Capital West Chester, Pennsylvania	$457K	+$164K	1	0.15%	Increased
743	WA Winfield Associates Cleveland, Ohio	$448K	+$1.55K	2	0.25%	Increased
744	BOTW Bank of the West Monterey Park, California	$444K	+$433K	1	0.06%	New
745	SIA SeaBridge Investment Advisors Summit, New Jersey	$443K	-$26.3K	1	0.11%	Reduced
746	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$442K	-$127K	1	0.02%	Reduced
747	CS Comerica Securities Detroit, Michigan	$440K	-$282K	1	0.07%	Reduced
748	LD Lipe & Dalton Syracuse, New York	$433K	$0	1	0.31%	Maintained
749	DTL Dynamic Technology Lab Singapore	$424K	+$415K	1	0.1%	New
750	Koshinski Asset Management Decatur, Illinois	$424K	+$1.21K	1	0.17%	Increased