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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	MCM McKinley Capital Management Anchorage, Alaska	$454K	-$31.2K	1	0.02%	Reduced
777	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$451K	-$211K	1	0.06%	Reduced
778	FC Fayerweather Charles	$450K	-$726	1	1.54%	Reduced
779	TF Trutina Financial Bellevue, Washington	$437K	-$23.7K	1	0.32%	Reduced
780	FIM Frontier Investment Management Dallas, Texas	$432K	$0	1	0.07%	Maintained
781	Evercore Wealth Management New York	$424K	-$63.6K	3	0.02%	Reduced
782	MSU Maple Securities USA Jersey City, New Jersey	$423K	+$445K	1	0.05%	New
783	FAM Formidable Asset Management Cincinnati, Ohio	$422K	+$442K	2	0.25%	New
784	PTC Provident Trust Company Waukesha, Wisconsin	$417K	+$401K	1	0.02%	New
785	WI Wedgewood Investors Erie, Pennsylvania	$403K	$0	1	0.42%	Maintained
786	KA Kovack Advisors Ft. Lauderdale, Florida	$395K	-$9.72K	1	0.57%	Reduced
787	CONA Capital One National Association New York	$394K	+$8.43K	1	0.04%	Increased
788	GVT Genesee Valley Trust Pittsford, New York	$394K	-$6.61K	1	0.24%	Reduced
789	CS Comerica Securities Detroit, Michigan	$389K	-$5.57K	1	0.35%	Reduced
790	Brighton Jones LLC Seattle, Washington	$388K	+$1.56K	1	0.09%	Increased
791	AP Atwood & Palmer Kansas City, Missouri	$387K	+$134K	2	0.1%	Increased
792	TNB Thomasville National Bank Thomasville, Georgia	$387K	$0	1	0.14%	Maintained
793	KA KLCM Advisors Milwaukee, Wisconsin	$386K	$0	1	0.09%	Maintained
794	Loews Corp New York	$380K	$0	1	0%	Maintained
795	AMG National Trust Bank Greenwood Village, Colorado	$378K	-$5.88K	1	0.04%	Reduced
796	Epoch Investment Partners New York	$378K	+$45.9K	1	0%	Increased
797	MWR McAdams Wright Ragen Seattle, Washington	$377K	+$26.4K	1	0.02%	Increased
798	P Pitcairn Conshohocken, Pennsylvania	$376K	+$12.7K	1	0.04%	Increased
799	GGPS Gary Goldberg Planning Services Suffern, New York	$375K	-$109K	1	0.17%	Reduced
800	Bessemer Group Woodbridge, New Jersey	$372K	+$168K	2	0%	Increased