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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	CAM Columbia Asset Management Ann Arbor, Michigan	$320K	+$802	1	0.13%	Increased
777	WA Wheatland Advisors Lancaster, Pennsylvania	$319K	$0	1	0.32%	Maintained
778	Brighton Jones LLC Seattle, Washington	$318K	$0	1	0.07%	Maintained
779	KA KLCM Advisors Milwaukee, Wisconsin	$317K	$0	1	0.08%	Maintained
780	RCA Rex Capital Advisors Providence, Rhode Island	$317K	$0	1	0.31%	Maintained
781	SIG Schooner Investment Group Wayne, Pennsylvania	$313K	-$3.47M	1	0.07%	Reduced
782	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$312K	+$48.9K	1	0.04%	Increased
783	SCM Scopia Capital Management New York	$309K	$0	1	0.01%	Maintained
784	P Pitcairn Conshohocken, Pennsylvania	$307K	-$2.41K	1	0.03%	Reduced
785	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$306K	-$16.7M	1	0.03%	Reduced
786	CT Cambridge Trust Cambridge, Massachusetts	$303K	-$93.3K	1	0.03%	Reduced
787	TNB Thomasville National Bank Thomasville, Georgia	$300K	-$20.2K	1	0.11%	Reduced
788	MC Menta Capital San Francisco, California	$297K	-$36.2K	1	0.05%	Reduced
789	WA WFG Advisors Dallas, Texas	$295K	+$94K	2	0.06%	Increased
790	FP Foundry Partners Minneapolis, Minnesota	$292K	-$6.9M	1	0.03%	Reduced
791	HH Hilltop Holdings Dallas, Texas	$292K	-$117K	1	0.13%	Reduced
792	PineBridge Investments New York	$290K	+$94.7K	3	0.01%	Increased
793	Synovus Financial Columbus, Georgia	$290K	+$92.3K	2	0.01%	Increased
794	FNYS First New York Securities New York	$286K	+$296K	2	0.2%	New
795	BC Banced Corp Edwardsville, Illinois	$285K	-$22.2K	1	0.33%	Reduced
796	JIR James Investment Research Alpha, Ohio	$285K	-$651K	1	0.01%	Reduced
797	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$284K	-$19.3K	1	0.11%	Reduced
798	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$283K	-$129K	1	0.06%	Reduced
799	NG NatWest Group Edinburgh, Scotland, United Kingdom	$278K	+$63.8K	1	0%	Increased
800	NAM NTV Asset Management Charleston, West Virginia	$277K	$0	1	0.08%	Maintained