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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	Cookson Peirce & Co Pittsburgh, Pennsylvania	$674K	+$29.2K	1	0.06%	Increased
752	Salem Investment Counselors Winston Salem, North Carolina	$674K	$0	2	0.07%	Maintained
753	CK Cohen Klingenstein New York	$671K	$0	1	0.1%	Maintained
754	NRS Neville Rodie & Shaw New York	$670K	-$15.5K	1	0.07%	Reduced
755	Azimuth Capital Management Bloomfield Hills, Michigan	$668K	-$7.77K	1	0.05%	Reduced
756	DVM Dreman Value Management West Palm Beach, Florida	$668K	-$221K	1	0.38%	Reduced
757	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$662K	-$39.7K	1	0.09%	Reduced
758	Busey Bank Urbana, Illinois	$658K	$0	1	0.08%	Maintained
759	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$658K	-$46.6K	1	0.41%	Reduced
760	GIM Guardian Investment Management Tiburon, California	$653K	-$257	1	0.69%	Reduced
761	Tower Research Capital (TRC) New York	$649K	+$438K	4	0.08%	Increased
762	CCA Cobblestone Capital Advisors Rochester, New York	$647K	-$27.5K	1	0.06%	Reduced
763	FCAG First Capital Advisors Group Little Silver, New Jersey	$637K	-$30.6K	1	0.4%	Reduced
764	Sageworth Trust Lancaster, Pennsylvania	$633K	$0	1	0.11%	Maintained
765	WI Wintrust Investments Chicago, Illinois	$633K	-$2.8K	1	0.15%	Reduced
766	FMT First Mercantile Trust Cordova, Tennessee	$632K	-$38.9K	1	0.12%	Reduced
767	PFC Phocas Financial Corp Alameda, California	$626K	+$616K	1	0.05%	New
768	LC LCNB Corp Lebanon, Ohio	$625K	-$12.8K	1	0.55%	Reduced
769	Wealthfront Palo Alto, California	$625K	+$26K	1	0.01%	Increased
770	GCIA Gabelli & Co Investment Advisers Rye, New York	$624K	$0	1	0.08%	Maintained
771	FNB Farmers National Bank Danville, Kentucky	$623K	$0	1	0.36%	Maintained
772	TC Trilogy Capital Irvine, California	$619K	+$609K	1	0.1%	New
773	CCM Catawba Capital Management Roanoke, Virginia	$617K	$0	1	0.14%	Maintained
774	APA American Portfolios Advisors Holbrook, New York	$616K	+$604K	3	0.1%	New
775	CAS Cue Advisory Services Phoenix, Arizona	$613K	+$3.11K	1	0.4%	Increased