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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
776	LPT Legacy Private Trust Neenah, Wisconsin	$273K	+$262K	1	0.06%	New
777	GMIM General Motors Investment Management New York	$272K	+$270K	1	0.02%	New
778	NAM NTV Asset Management Charleston, West Virginia	$268K	+$275K	1	0.1%	New
779	YCM Yorkville Capital Management New York	$267K	+$274K	1	0.25%	New
780	FHB First Hawaiian Bank Honolulu, Hawaii	$264K	+$260K	2	0.05%	New
781	LC Lakeshore Capital Birmingham, Alabama	$264K	+$252K	1	0.25%	New
782	GAM Griffin Asset Management New York	$263K	+$252K	1	0.1%	New
783	III Independent Investors Inc Nesconset, New York	$263K	+$252K	1	0.15%	New
784	TCM Tufton Capital Management Hunt Valley, Maryland	$263K	+$252K	1	0.06%	New
785	PIM Penobscot Investment Management Boston, Massachusetts	$262K	+$251K	1	0.11%	New
786	TCM Telos Capital Management San Diego, California	$262K	+$268K	1	0.23%	New
787	Wedbush Securities Los Angeles, California	$262K	+$251K	1	0.07%	New
788	CA Continental Advisors Park City, Utah	$261K	+$250K	1	0.07%	New
789	Verition Fund Management Greenwich, Connecticut	$259K	+$248K	1	0.05%	New
790	MRCM M&R Capital Management Summit, New Jersey	$255K	+$245K	1	0.07%	New
791	KT Kanaly Trust Houston, Texas	$254K	+$244K	1	0.08%	New
792	AI ArchPoint Investors Coral Gables, Florida	$253K	+$242K	1	0.3%	New
793	GIS Guardian Investor Services New York	$252K	+$241K	1	0.22%	New
794	CBB Citizens Business Bank Ontario, California	$247K	+$236K	1	0.06%	New
795	Jones Financial Companies Des Peres, Missouri	$246K	+$243K	2	0%	New
796	D.E. Shaw & Co New York	$245K	+$236K	1	0%	New
797	WPC White Pine Capital Bloomington, Minnesota	$245K	+$235K	1	0.09%	New
798	WPC Waters Parkerson & Co New Orleans, Louisiana	$237K	+$227K	1	0.03%	New
799	AL Airain Ltd St. Peter Port, Guernsey	$234K	+$224K	1	0.03%	New
800	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$234K	+$239K	1	0.09%	New