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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	SWK Stephen W. Kidder	$299K	-$26.8K	1	0.13%	Reduced
802	FM Foster & Motley Cincinnati, Ohio	$298K	-$18K	1	0.07%	Reduced
803	MRCM M&R Capital Management Summit, New Jersey	$296K	+$34.7K	1	0.07%	Increased
804	MCC Mid Continent Capital Chicago, Illinois	$294K	-$655K	1	0.02%	Reduced
805	Evercore Wealth Management New York	$292K	-$81.1K	2	0.01%	Reduced
806	PAM Princeton Alpha Management Princeton Junction, New Jersey	$292K	-$560K	1	0.06%	Reduced
807	RIA Regal Investment Advisors Kentwood, Michigan	$291K	+$78.1K	2	0.07%	Increased
808	Atria Investments Charlotte, North Carolina	$283K	-$97.6K	1	0.03%	Reduced
809	TIA Tiemann Investment Advisors Menlo Park, California	$283K	+$68.9K	1	0.29%	Increased
810	Bahl & Gaynor Cincinnati, Ohio	$281K	-$19.2K	1	0%	Reduced
811	WCF West Coast Financial Santa Barbara, California	$281K	-$440K	1	0.13%	Reduced
812	PIM Penobscot Investment Management Boston, Massachusetts	$278K	$0	1	0.09%	Maintained
813	Synovus Financial Columbus, Georgia	$278K	+$8.34K	2	0.01%	Increased
814	PCM Parsons Capital Management Providence, Rhode Island	$276K	+$270K	2	0.04%	New
815	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$275K	+$276K	1	0.17%	New
816	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	$0	1	0.09%	Maintained
817	DAM Deltec Asset Management New York	$272K	$0	1	0.06%	Maintained
818	GAM Griffin Asset Management New York	$272K	-$13.6K	1	0.08%	Reduced
819	BTNA Bremer Trust National Association St. Cloud, Minnesota	$265K	+$265K	1	0.08%	New
820	MCM Manchester Capital Management Manchester, Vermont	$265K	-$194K	1	0.04%	Reduced
821	RFA Reilly Financial Advisors La Mesa, California	$265K	+$6.8K	3	0.05%	Increased
822	Wealthfront Palo Alto, California	$265K	+$62.6K	2	0.01%	Increased
823	NAM NTV Asset Management Charleston, West Virginia	$262K	$0	1	0.08%	Maintained
824	SCM Salem Capital Management Woburn, Massachusetts	$261K	-$3.65M	1	0.13%	Reduced
825	BCAM Boston Common Asset Management Boston, Massachusetts	$260K	-$5.56M	1	0.01%	Reduced