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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	HA Hamel Associates Chatham, New Jersey	$403K	-$892K	1	0.27%	Reduced
752	Twin Tree Management Dallas, Texas	$403K	+$403K	1	0.01%	New
753	CA Cambridge Advisors Omaha, Nebraska	$395K	-$18.5K	1	0.23%	Reduced
754	PIM Progressive Investment Management Lake Oswego, Oregon	$395K	-$4.6M	1	1.36%	Reduced
755	FIM Frontier Investment Management Dallas, Texas	$394K	+$2.38K	1	0.06%	Increased
756	MCM Murphy Capital Management Bedminster, New Jersey	$388K	+$389K	1	0.06%	New
757	AMG National Trust Bank Greenwood Village, Colorado	$375K	+$239K	1	0.04%	Increased
758	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$372K	-$1.5K	1	0.05%	Reduced
759	Los Angeles Capital Management Los Angeles, California	$367K	-$454K	1	0%	Reduced
760	AF Aldebaran Financial	$364K	-$105K	1	0.31%	Reduced
761	BAS Brown Advisory Securities Baltimore, Maryland	$363K	-$28.3K	1	0.13%	Reduced
762	GVT Genesee Valley Trust Pittsford, New York	$357K	-$212K	1	0.22%	Reduced
763	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$356K	-$4.06M	1	0.05%	Reduced
764	IIM Ironwood Investment Management Boston, Massachusetts	$355K	-$26.4K	1	0.07%	Reduced
765	BMC Benin Management Corp Wilton, Connecticut	$353K	-$78.2K	1	0.19%	Reduced
766	Prospera Financial Services Dallas, Texas	$353K	+$105K	1	0.08%	Increased
767	AP Atwood & Palmer Kansas City, Missouri	$350K	+$222K	2	0.06%	Increased
768	FWM Frontier Wealth Management Kansas City, Missouri	$350K	-$184K	1	0.06%	Reduced
769	CAM Columbia Asset Management Ann Arbor, Michigan	$348K	+$44.3K	1	0.13%	Increased
770	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.34%	Maintained
771	BCM Bluefin Capital Management New York	$346K	+$94.8K	1	0.03%	Increased
772	IIM Ipswich Investment Management Beverly, Massachusetts	$342K	-$51.5K	1	0.15%	Reduced
773	MSI Financial Services Springfield, Massachusetts	$342K	+$109K	3	0.02%	Increased
774	WA Wheatland Advisors Lancaster, Pennsylvania	$342K	$0	1	0.34%	Maintained
775	State of Alaska Department of Revenue Juneau, Alaska	$341K	-$19.7K	1	0.07%	Reduced