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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
801	BAC Boys Arnold & Co Asheville, North Carolina	$231K	+$221K	1	0.05%	New
802	BTNA Bremer Trust National Association St. Cloud, Minnesota	$231K	+$221K	1	0.1%	New
803	Seizert Capital Partners Birmingham, Michigan	$231K	+$221K	1	0.01%	New
804	Atalanta Sosnoff Capital New York	$230K	+$221K	1	0.01%	New
805	AP Atwood & Palmer Kansas City, Missouri	$230K	+$235K	1	0.06%	New
806	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$229K	+$220K	1	0.17%	New
807	Shelton Capital Management Denver, Colorado	$229K	+$220K	1	0.04%	New
808	BUB BBVA USA Bancshares Houston, Texas	$226K	+$216K	1	0.01%	New
809	BFO Boston Family Office Boston, Massachusetts	$224K	+$214K	1	0.03%	New
810	HM Harvest Management New York	$224K	+$214K	1	0.31%	New
811	LC Lubar & Co Milwaukee, Wisconsin	$221K	+$226K	1	0.23%	New
812	ARTA A.R.T. Advisors New York	$220K	+$220K	1	0.01%	New
813	CCM Condor Capital Management Martinsville, New Jersey	$218K	+$208K	1	0.08%	New
814	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$217K	+$221K	1	0.18%	New
815	Diversified Trust Memphis, Tennessee	$216K	+$221K	1	0.03%	New
816	GLG Inc New York	$216K	+$207K	1	0.01%	New
817	Brinker Capital Investments Berwyn, Pennsylvania	$215K	+$206K	1	0.01%	New
818	Atria Investments Charlotte, North Carolina	$213K	+$204K	1	0.03%	New
819	Fulton Bank Lancaster, Pennsylvania	$213K	+$204K	1	0.03%	New
820	ST Sentinel Trust Houston, Texas	$213K	+$204K	1	0.06%	New
821	NAM Nichols Asset Management Sudbury, Massachusetts	$212K	+$217K	1	0.06%	New
822	AFG Albion Financial Group Salt Lake City, Utah	$208K	+$199K	1	0.05%	New
823	Benjamin F. Edwards & Company St. Louis, Missouri	$205K	+$197K	2	0.08%	New
824	RCM Reynolds Capital Management Las Vegas, Nevada	$205K	+$195K	1	0.15%	New
825	WTB Washington Trust Bank Spokane, Washington	$205K	+$196K	1	0.06%	New