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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	Jacobs Levy Equity Management Florham Park, New Jersey	$429K	+$104K	1	0.01%	Increased
752	WSCM Wellington Shields Capital Management New York	$427K	+$184K	2	0.07%	Increased
753	BFIM Beese Fulmer Investment Management Canton, Ohio	$421K	-$38.8K	1	0.14%	Reduced
754	AHC Anderson Hoagland & Co St Louis, Missouri	$420K	$0	1	0.24%	Maintained
755	KA Kovack Advisors Ft. Lauderdale, Florida	$419K	-$424	1	0.3%	Reduced
756	Bessemer Group Woodbridge, New Jersey	$408K	-$193K	2	0%	Reduced
757	FPFS First Personal Financial Services Charlotte, North Carolina	$407K	-$4.39K	1	0.24%	Reduced
758	Salem Investment Counselors Winston Salem, North Carolina	$405K	$0	1	0.05%	Maintained
759	FBC Fairfield, Bush & Co Darien, Connecticut	$402K	$0	1	0.12%	Maintained
760	CA Cambridge Advisors Omaha, Nebraska	$390K	$0	1	0.22%	Maintained
761	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$385K	+$15K	1	0.05%	Increased
762	FIM Frontier Investment Management Dallas, Texas	$384K	-$2.47K	1	0.04%	Reduced
763	AGM Alpine Global Management New York	$383K	+$79.1K	1	0.06%	Increased
764	State of Alaska Department of Revenue Juneau, Alaska	$377K	+$40.2K	1	0.08%	Increased
765	CAM Columbia Asset Management Ann Arbor, Michigan	$376K	+$34K	1	0.14%	Increased
766	FCM Firsthand Capital Management San Jose, California	$376K	-$43.9K	1	0.24%	Reduced
767	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$370K	+$51.6K	1	0.03%	Increased
768	Los Angeles Capital Management Los Angeles, California	$365K	$0	1	0%	Maintained
769	PIC Portland Investment Counsel Burlington, Ontario, Canada	$365K	-$59.3K	1	0.3%	Reduced
770	AF Aldebaran Financial	$361K	$0	1	0.3%	Maintained
771	EI EDMP Inc Lutz, Florida	$360K	+$377K	1	0.34%	New
772	Evercore Wealth Management New York	$351K	+$65.8K	2	0.02%	Increased
773	Highbridge Capital Management New York	$351K	+$22K	1	0%	Increased
774	AP Atwood & Palmer Kansas City, Missouri	$346K	$0	2	0.06%	Maintained
775	WI Wedgewood Investors Erie, Pennsylvania	$346K	$0	1	0.33%	Maintained