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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	TIA Tiemann Investment Advisors Menlo Park, California	$279K	$0	1	0.29%	Maintained
802	MIS Morningstar Investment Services Chicago, Illinois	$278K	-$4.59M	1	0.01%	Reduced
803	Bahl & Gaynor Cincinnati, Ohio	$277K	$0	1	0%	Maintained
804	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$272K	-$30.2K	1	0.03%	Reduced
805	Seizert Capital Partners Birmingham, Michigan	$272K	+$29.4K	1	0.01%	Increased
806	FC Fayerweather Charles	$271K	-$143K	1	0.69%	Reduced
807	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$271K	$0	1	0.09%	Maintained
808	DAM Deltec Asset Management New York	$270K	$0	1	0.06%	Maintained
809	GAM Griffin Asset Management New York	$270K	$0	1	0.1%	Maintained
810	GLRA Gerald L. Ray & Associates Dallas, Texas	$268K	+$280K	1	0.04%	New
811	ACM Alta Capital Management Salt Lake City, Utah	$267K	+$280K	1	0.02%	New
812	MRCM M&R Capital Management Summit, New Jersey	$267K	-$28.2K	1	0.06%	Reduced
813	MCM Manchester Capital Management Manchester, Vermont	$263K	$0	1	0.04%	Maintained
814	WCF West Coast Financial Santa Barbara, California	$260K	-$18.1K	1	0.11%	Reduced
815	ATC Argent Trust Company Ruston, Louisiana	$259K	+$271K	1	0.1%	New
816	NAM NTV Asset Management Charleston, West Virginia	$258K	$0	1	0.08%	Maintained
817	HA Halsey Associates New Haven, Connecticut	$253K	$0	1	0.06%	Maintained
818	TNB Thomasville National Bank Thomasville, Georgia	$252K	+$7.06K	1	0.09%	Increased
819	CBN Cadence Bank NA Houston, Texas	$249K	+$261K	1	0.16%	New
820	CCA Checchi Capital Advisers Beverly Hills, California	$249K	+$33K	1	0.07%	Increased
821	Bridgewater Associates Westport, Connecticut	$248K	+$260K	1	0%	New
822	FIM Freedom Investment Management Hartford, Connecticut	$248K	+$39.9K	1	0.03%	Increased
823	TC Telemus Capital Southfield, Michigan	$248K	$0	1	0.06%	Maintained
824	FM Foster & Motley Cincinnati, Ohio	$246K	-$52.2K	1	0.05%	Reduced
825	BTNA Bremer Trust National Association St. Cloud, Minnesota	$244K	-$19.8K	1	0.07%	Reduced