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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	JAM JCIC Asset Management Toronto, Ontario, Canada	$286K	$0	1	0.08%	Maintained
777	WI Wedgewood Investors Erie, Pennsylvania	$285K	-$11K	1	0.29%	Reduced
778	CC Colrain Capital Boston, Massachusetts	$282K	-$2.84M	1	0.05%	Reduced
779	Legal & General Group London, United Kingdom	$282K	+$30.6K	2	0%	Increased
780	OCG Opus Capital Group Cincinnati, Ohio	$276K	$0	1	0.06%	Maintained
781	First National Trust Hermitage, Pennsylvania	$275K	+$25K	1	0.04%	Increased
782	EARNEST Partners Atlanta, Georgia	$274K	$0	1	0%	Maintained
783	WB Webster Bank Waterbury, Connecticut	$273K	+$15.2K	1	0.04%	Increased
784	WTB Washington Trust Bank Spokane, Washington	$271K	-$108K	2	0.07%	Reduced
785	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$268K	$0	1	0.03%	Maintained
786	WEC Winslow Evans & Crocker Boston, Massachusetts	$267K	-$13.7K	3	0.08%	Reduced
787	CG Cutler Group San Francisco, California	$266K	-$474K	2	0.02%	Reduced
788	Bahl & Gaynor Cincinnati, Ohio	$265K	+$7.78K	1	0%	Increased
789	NPA Nichols & Pratt Advisers Boston, Massachusetts	$265K	$0	1	0.02%	Maintained
790	ATC Argent Trust Co Nashville, Tennessee	$264K	+$234K	1	0.13%	New
791	BCM Bayesian Capital Management Brooklyn, New York	$263K	+$232K	1	0.25%	New
792	AWA ARS Wealth Advisors St. Petersburg, Florida	$262K	$0	1	0.12%	Maintained
793	BFO Boston Family Office Boston, Massachusetts	$262K	-$133K	1	0.03%	Reduced
794	RB Rodgers Brothers Harmony, Pennsylvania	$260K	+$230K	1	0.11%	New
795	LD Lipe & Dalton Syracuse, New York	$259K	-$126K	1	0.2%	Reduced
796	Nomura Holdings Tokyo, Japan	$257K	-$380K	1	0%	Reduced
797	RCS Retirement Capital Strategies San Jose, California	$256K	+$226K	1	0.15%	New
798	BAS Brown Advisory Securities Baltimore, Maryland	$253K	-$86.7K	1	0.08%	Reduced
799	CT Cambridge Trust Cambridge, Massachusetts	$253K	$0	1	0.02%	Maintained
800	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$252K	$0	1	0.08%	Maintained