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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
751	DP Dearborn Partners Chicago, Illinois	$462K	-$26K	1	0.04%	Reduced
752	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.14%	Maintained
753	MCM Manchester Capital Management Manchester, Vermont	$459K	-$99.6K	2	0.06%	Reduced
754	VAM Visium Asset Management New York	$458K	-$261K	1	0.01%	Reduced
755	SIM SSI Investment Management Los Angeles, California	$450K	-$69.1K	1	0.05%	Reduced
756	SAG Sterne Agee Group Birmingham, Alabama	$450K	+$134K	1	0.07%	Increased
757	AHC Adell Harriman & Carpenter Houston, Texas	$449K	-$1.13M	1	0.12%	Reduced
758	BT Beacon Trust Morristown, New Jersey	$448K	-$640K	1	0.07%	Reduced
759	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$448K	-$572K	1	0.04%	Reduced
760	AP Advisor Partners Walnut Creek, California	$446K	+$47.6K	1	0.2%	Increased
761	ATC Argent Trust Co Nashville, Tennessee	$446K	+$433K	1	0.27%	New
762	IIM Ironwood Investment Management Boston, Massachusetts	$434K	-$29.4K	1	0.08%	Reduced
763	BMC Benin Management Corp Wilton, Connecticut	$432K	-$65.9K	1	0.23%	Reduced
764	KA Kovack Advisors Ft. Lauderdale, Florida	$430K	+$1.52K	1	0.44%	Increased
765	Fort Washington Investment Advisors Cincinnati, Ohio	$429K	-$400K	1	0.01%	Reduced
766	PIC Portland Investment Counsel Burlington, Ontario, Canada	$427K	$0	1	0.59%	Maintained
767	AHC Anderson Hoagland & Co St Louis, Missouri	$425K	$0	1	0.26%	Maintained
768	FCM Firsthand Capital Management San Jose, California	$423K	-$195K	1	0.25%	Reduced
769	Simplex Trading Chicago, Illinois	$423K	+$416K	2	0.05%	New
770	CA Cambridge Advisors Omaha, Nebraska	$414K	+$423K	1	0.25%	New
771	FC Fayerweather Charles	$413K	$0	1	1.4%	Maintained
772	FBC Fairfield, Bush & Co Darien, Connecticut	$411K	$0	1	0.12%	Maintained
773	Salem Investment Counselors Winston Salem, North Carolina	$410K	$0	1	0.05%	Maintained
774	CC Cannell & Co New York	$409K	-$21.1K	1	0.01%	Reduced
775	IIM Ipswich Investment Management Beverly, Massachusetts	$394K	-$162K	1	0.17%	Reduced