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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	PIM Penobscot Investment Management Boston, Massachusetts	$277K	-$6.38K	1	0.09%	Reduced
802	AF Arrow Financial Glens Falls, New York	$276K	-$149K	1	0.08%	Reduced
803	Algert Global San Francisco, California	$272K	$0	1	0.2%	Maintained
804	HIC Harvey Investment Company Louisville, Kentucky	$269K	$0	1	0.07%	Maintained
805	WSCM Wellington Shields Capital Management New York	$269K	-$296K	1	0.04%	Reduced
806	Sterling Capital Management Charlotte, North Carolina	$268K	+$6.24K	1	0%	Increased
807	ABP Arthur B. Page	$264K	-$20.6K	1	0.26%	Reduced
808	CCA Cobblestone Capital Advisors Rochester, New York	$263K	$0	1	0.05%	Maintained
809	IT Investors Trust Dallas, Texas	$262K	-$651K	1	0.48%	Reduced
810	NEAM New England Asset Management Farmington, Connecticut	$255K	$0	1	0.01%	Maintained
811	LC Lakeshore Capital Birmingham, Alabama	$254K	$0	1	0.25%	Maintained
812	DBT Dubuque Bank & Trust Dubuque, Iowa	$253K	-$5.46K	2	0.04%	Reduced
813	GAM Griffin Asset Management New York	$253K	-$6.74K	1	0.08%	Reduced
814	TCM Tufton Capital Management Hunt Valley, Maryland	$253K	$0	1	0.05%	Maintained
815	RIA Regal Investment Advisors Kentwood, Michigan	$250K	+$119K	2	0.08%	Increased
816	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$250K	+$15K	1	0.02%	Increased
817	TCM Telos Capital Management San Diego, California	$248K	+$12.6K	1	0.15%	Increased
818	AI ArchPoint Investors Coral Gables, Florida	$244K	+$18.1K	1	0.21%	Increased
819	MRCM M&R Capital Management Summit, New Jersey	$244K	$0	1	0.06%	Maintained
820	Tower Research Capital (TRC) New York	$243K	-$103K	4	0.03%	Reduced
821	Seizert Capital Partners Birmingham, Michigan	$242K	-$5.32K	1	0%	Reduced
822	BTNA Bremer Trust National Association St. Cloud, Minnesota	$240K	+$4.82K	1	0.08%	Increased
823	RFA Reilly Financial Advisors La Mesa, California	$240K	+$21.3K	3	0.06%	Increased
824	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$238K	-$436K	1	0.04%	Reduced
825	GA Geneva Advisors Chicago, Illinois	$238K	-$2.61M	1	0%	Reduced