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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	HA Halsey Associates New Haven, Connecticut	$322K	-$102K	1	0.07%	Reduced
802	P Pitcairn Conshohocken, Pennsylvania	$322K	-$6.2K	1	0.03%	Reduced
803	TNB Thomasville National Bank Thomasville, Georgia	$321K	$0	1	0.11%	Maintained
804	CT Cambridge Trust Cambridge, Massachusetts	$316K	-$8.24K	1	0.03%	Reduced
805	FM Foster & Motley Cincinnati, Ohio	$316K	-$53.7K	1	0.07%	Reduced
806	Colony Group Boston, Massachusetts	$314K	-$113K	1	0.03%	Reduced
807	WA WFG Advisors Dallas, Texas	$310K	+$6.62K	2	0.06%	Increased
808	BCA Bray Capital Advisors Naples, Florida	$309K	+$300K	1	0.2%	New
809	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
810	PTC Private Trust Company Cleveland, Ohio	$306K	-$74.4K	1	0.1%	Reduced
811	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$304K	-$101K	1	0.06%	Reduced
812	CAM Columbia Asset Management Ann Arbor, Michigan	$302K	$0	1	0.12%	Maintained
813	Walleye Trading New York	$301K	-$4.44M	1	0%	Reduced
814	Bahl & Gaynor Cincinnati, Ohio	$300K	-$6.49K	1	0%	Reduced
815	RCA Rex Capital Advisors Providence, Rhode Island	$300K	$0	1	0.29%	Maintained
816	Capital Fund Management (CFM) Paris, France	$299K	-$25.9M	1	0%	Reduced
817	EPM Equitec Proprietary Markets Chicago, Illinois	$291K	+$283K	1	0.01%	New
818	IB Intrust Bank Wichita, Kansas	$290K	-$355K	1	0.11%	Reduced
819	HIC Harvey Investment Company Louisville, Kentucky	$289K	$0	1	0.07%	Maintained
820	HH Hilltop Holdings Dallas, Texas	$287K	-$25.1K	1	0.1%	Reduced
821	GAM Griffin Asset Management New York	$285K	+$13.2K	1	0.08%	Increased
822	Sterling Capital Management Charlotte, North Carolina	$285K	-$3.03K	1	0%	Reduced
823	VAM Verity Asset Management Durham, North Carolina	$282K	+$274K	1	0.27%	New
824	EARNEST Partners Atlanta, Georgia	$281K	+$102K	1	0%	Increased
825	PIM Penobscot Investment Management Boston, Massachusetts	$278K	-$17.8K	1	0.09%	Reduced