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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	PG Portola Group San Jose, California	$282K	-$20.1K	1	0.17%	Reduced
802	Synovus Financial Columbus, Georgia	$282K	-$126K	2	0.01%	Reduced
803	LC Lakeshore Capital Birmingham, Alabama	$276K	$0	1	0.25%	Maintained
804	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$1.07K	1	0.07%	Increased
805	GAM Griffin Asset Management New York	$275K	$0	1	0.09%	Maintained
806	CA Continental Advisors Park City, Utah	$273K	$0	1	0.07%	Maintained
807	Forvis Mazars Wealth Advisors Springfield, Missouri	$273K	+$261K	1	0.06%	New
808	CAM Cortina Asset Management Milwaukee, Wisconsin	$269K	+$238K	1	0.01%	New
809	DTL Dynamic Technology Lab Singapore	$268K	+$262K	1	0.22%	New
810	MRCM M&R Capital Management Summit, New Jersey	$267K	$0	1	0.08%	Maintained
811	GGPS Gary Goldberg Planning Services Suffern, New York	$266K	+$174K	1	0.16%	Increased
812	Wedbush Securities Los Angeles, California	$266K	-$7.72K	1	0.07%	Reduced
813	WPC White Pine Capital Bloomington, Minnesota	$262K	+$5.57K	1	0.09%	Increased
814	GIS Guardian Investor Services New York	$261K	-$2.42K	1	0.22%	Reduced
815	CBB Citizens Business Bank Ontario, California	$258K	$0	1	0.06%	Maintained
816	AI ArchPoint Investors Coral Gables, Florida	$257K	-$7.05K	1	0.28%	Reduced
817	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$255K	$0	1	0.1%	Maintained
818	AP Atwood & Palmer Kansas City, Missouri	$250K	$0	1	0.07%	Maintained
819	ARTA A.R.T. Advisors New York	$249K	+$154	1	0.01%	Increased
820	DAM Delta Asset Management Memphis, Tennessee	$249K	+$65.8K	2	0.06%	Increased
821	Grimes & Company Westborough, Massachusetts	$248K	-$60.4K	1	0.08%	Reduced
822	WPC Waters Parkerson & Co New Orleans, Louisiana	$248K	$0	1	0.03%	Maintained
823	Hancock Whitney Gulfport, Mississippi	$242K	-$49.6K	1	0.01%	Reduced
824	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$240K	$0	1	0.18%	Maintained
825	Shelton Capital Management Denver, Colorado	$240K	$0	1	0.04%	Maintained