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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	EEG E.E. Geduld	$381K	+$356K	1	0.18%	New
802	CAM Columbia Asset Management Ann Arbor, Michigan	$379K	+$355K	1	0.17%	New
803	Brighton Jones LLC Seattle, Washington	$377K	-$8.32K	1	0.09%	Reduced
804	RCA Rex Capital Advisors Providence, Rhode Island	$376K	$0	1	0.41%	Maintained
805	CS Comerica Securities Detroit, Michigan	$375K	-$39.8K	1	0.38%	Reduced
806	Loews Corp New York	$375K	-$51.9K	1	0%	Reduced
807	NG NatWest Group Edinburgh, Scotland, United Kingdom	$366K	-$6.07K	2	0.01%	Reduced
808	MIP Marietta Investment Partners Milwaukee, Wisconsin	$360K	+$337K	1	0.13%	New
809	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$357K	-$26.7K	1	0.08%	Reduced
810	MBT Montecito Bank & Trust Santa Barbara, California	$357K	+$33.9K	1	0.22%	Increased
811	VAM Visium Asset Management New York	$349K	-$3.09M	1	0.01%	Reduced
812	WSCM Wellington Shields Capital Management New York	$345K	$0	1	0.06%	Maintained
813	ECM Endex Capital Management Overland Park, Kansas	$342K	$0	1	0.32%	Maintained
814	Stock Yards Bank & Trust Louisville, Kentucky	$340K	-$12.4K	1	0.05%	Reduced
815	NGA Naples Global Advisors Naples, Florida	$335K	+$313K	1	0.22%	New
816	RCM Reynolds Capital Management Las Vegas, Nevada	$335K	+$14.2K	1	0.19%	Increased
817	Wedbush Securities Los Angeles, California	$334K	+$37.1K	1	0.08%	Increased
818	Epoch Investment Partners New York	$330K	-$6.05K	1	0%	Reduced
819	DAM Delta Asset Management Memphis, Tennessee	$328K	+$49.4K	1	0.07%	Increased
820	NA Navellier & Associates Reno, Nevada	$322K	+$55.1K	1	0.01%	Increased
821	PIM Penobscot Investment Management Boston, Massachusetts	$321K	+$2.13K	1	0.11%	Increased
822	TCM Telos Capital Management San Diego, California	$321K	$0	1	0.24%	Maintained
823	NAM NTV Asset Management Charleston, West Virginia	$318K	$0	1	0.11%	Maintained
824	LC Lakeshore Capital Birmingham, Alabama	$316K	+$10.7K	1	0.31%	Increased
825	LPT Legacy Private Trust Neenah, Wisconsin	$316K	$0	1	0.06%	Maintained