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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	VWM Venturi Wealth Management Austin, Texas	$732K	$0	1	0.13%	Maintained
777	Arrowstreet Capital Boston, Massachusetts	$729K	-$13.6M	1	0%	Reduced
778	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$727K	$0	1	0.09%	Maintained
779	DCM Dupont Capital Management Wilmington, Delaware	$726K	-$125K	2	0.02%	Reduced
780	Fidelity International Hamilton, Bermuda	$721K	-$21.6K	1	0%	Reduced
781	EWM Evermay Wealth Management Arlington, Virginia	$717K	-$24.5K	1	0.22%	Reduced
782	AHC Anderson Hoagland & Co St Louis, Missouri	$712K	$0	1	0.4%	Maintained
783	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$710K	-$4.17K	1	0.16%	Reduced
784	SMC Smith, Moore & Co Clayton, Missouri	$706K	$0	1	0.16%	Maintained
785	AAM American Asset Management Boca Raton, Florida	$702K	-$4.09K	1	0.62%	Reduced
786	FA FDx Advisors Chicago, Illinois	$699K	-$568K	2	0.03%	Reduced
787	Sageworth Trust Lancaster, Pennsylvania	$695K	$0	1	0.09%	Maintained
788	ACA Ackerman Capital Advisors Dallas, Texas	$694K	+$654K	1	2.4%	New
789	CAS Cue Advisory Services Phoenix, Arizona	$690K	+$15.1K	1	0.41%	Increased
790	GCIA Gabelli & Co Investment Advisers Rye, New York	$685K	$0	1	0.07%	Maintained
791	Wealthfront Palo Alto, California	$683K	+$73.3K	1	0.01%	Increased
792	FCAG First Capital Advisors Group Little Silver, New Jersey	$682K	-$654	1	0.42%	Reduced
793	LI Lafayette Investments Ashton, Maryland	$680K	+$40.1K	1	0.23%	Increased
794	O'Shaughnessy Asset Management Stamford, Connecticut	$679K	-$134K	1	0.01%	Reduced
795	ZF Zhang Financial Portage, Michigan	$675K	-$81.5K	1	0.32%	Reduced
796	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$668K	+$22.5K	1	0.61%	Increased
797	Avior Wealth Management Omaha, Nebraska	$665K	$0	1	0.14%	Maintained
798	SA Strategic Advisors New York	$663K	-$23K	1	0.24%	Reduced
799	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$661K	$0	1	0.35%	Maintained
800	WVP Worth Venture Partners Fort Lee, New Jersey	$660K	+$567K	1	0.5%	New