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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	Virtu Financial New York	$671K	+$336K	2	0.05%	Increased
777	Sageworth Trust Lancaster, Pennsylvania	$667K	$0	1	0.08%	Maintained
778	FBC Fairfield, Bush & Co Darien, Connecticut	$665K	$0	1	0.23%	Maintained
779	D.J. St. Germain Springfield, Massachusetts	$658K	$0	1	0.07%	Maintained
780	Gabelli & Co Investment Advisers Rye, New York	$657K	$0	1	0.07%	Maintained
781	CAM Columbia Asset Management Ann Arbor, Michigan	$655K	-$112K	1	0.17%	Reduced
782	Voya Financial Advisors Windsor, Connecticut	$655K	-$200K	1	0.04%	Reduced
783	Oliver Luxxe Assets Gladstone, New Jersey	$649K	+$83.4K	1	0.38%	Increased
784	LC LCNB Corp Lebanon, Ohio	$647K	+$4.05K	1	0.41%	Increased
785	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$646K	-$63.4K	1	0.24%	Reduced
786	HCM Horrell Capital Management Little Rock, Arkansas	$640K	-$1.24K	2	0.3%	Reduced
787	Valley Wealth Managers Paramus, New Jersey	$636K	-$51.1K	1	0.07%	Reduced
788	Commerzbank Aktiengesellschaft Frankfurt, Germany	$631K	+$4.05K	1	0%	Increased
789	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$625K	+$5.09K	3	0.14%	Increased
790	Moody National Bank Trust Division Galveston, Texas	$622K	$0	1	0.02%	Maintained
791	IFS Ifrah Financial Services Little Rock, Arkansas	$616K	-$12K	1	0.23%	Reduced
792	Smith, Moore & Co Clayton, Missouri	$613K	-$9.48K	1	0.14%	Reduced
793	Symmetry Partners Glastonbury, Connecticut	$613K	$0	1	0.13%	Maintained
794	FFG Fortem Financial Group Palm Desert, California	$611K	+$391K	1	0.52%	Increased
795	Checchi Capital Advisers Beverly Hills, California	$603K	+$1.58K	2	0.08%	Increased
796	WA Wheatland Advisors Lancaster, Pennsylvania	$599K	-$94.2K	2	0.54%	Reduced
797	Moneta Group Investment Advisors St Louis, Missouri	$596K	+$16.5K	1	0.06%	Increased
798	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$595K	+$579K	1	0.05%	New
799	NorthRock Partners Minneapolis, Minnesota	$593K	+$578K	1	0.08%	New
800	Balyasny Asset Management Chicago, Illinois	$592K	-$33.9M	1	0%	Reduced