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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	NIM NuWave Investment Management Parsippany, New Jersey	$733K	+$721K	1	0.86%	New
727	Douglas Lane & Associates New York	$726K	-$4.38M	1	0.02%	Reduced
728	CAM Columbia Asset Management Ann Arbor, Michigan	$725K	+$156K	2	0.21%	Increased
729	IFP Advisors Tampa, Florida	$725K	-$218K	4	0.03%	Reduced
730	ECM Everence Capital Management Goshen, Indiana	$723K	+$189K	1	0.16%	Increased
731	ZF Zhang Financial Portage, Michigan	$723K	-$163K	1	0.35%	Reduced
732	CCA Checchi Capital Advisers Beverly Hills, California	$721K	+$97.8K	2	0.1%	Increased
733	GBT Grove Bank & Trust Miami, Florida	$718K	-$17.3K	2	0.31%	Reduced
734	ZWJ Investment Counsel Atlanta, Georgia	$717K	+$855	2	0.06%	Increased
735	WP WMS Partners Towson, Maryland	$714K	-$29.5K	1	0.08%	Reduced
736	PIA Peachtree Investment Advisors Atlanta, Georgia	$713K	+$683K	1	0.54%	New
737	ACM Alethea Capital Management Mercer Island, Washington	$711K	+$134K	1	1.13%	Increased
738	CC Cipher Capital New York	$710K	+$699K	1	0.06%	New
739	Trexquant Investment Stamford, Connecticut	$705K	+$157K	2	0.08%	Increased
740	TNB Thomasville National Bank Thomasville, Georgia	$701K	-$138K	1	0.13%	Reduced
741	FG Fiduciary Group Savannah, Georgia	$700K	$0	1	0.15%	Maintained
742	BCM Beck Capital Management Austin, Texas	$690K	+$154K	1	0.3%	Increased
743	FBC Fairfield, Bush & Co Darien, Connecticut	$690K	$0	1	0.19%	Maintained
744	FM Foster & Motley Cincinnati, Ohio	$689K	-$57.3K	1	0.11%	Reduced
745	AAM American Asset Management Boca Raton, Florida	$687K	$0	1	0.42%	Maintained
746	BCM Bourgeon Capital Management Darien, Connecticut	$687K	+$676K	1	0.38%	New
747	VWM Valley Wealth Managers Paramus, New Jersey	$683K	-$11.2K	1	0.08%	Reduced
748	Fidelity International Hamilton, Bermuda	$678K	+$667K	1	0%	New
749	VIA Virtus Investment Advisers Hartford, Connecticut	$676K	-$357K	1	0.07%	Reduced
750	Verition Fund Management Greenwich, Connecticut	$675K	+$664K	1	0.06%	New