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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	SL Summitry LLC Foster City, California	$200K	+$208K	1	0.02%	New
802	CCA Checchi Capital Advisers Beverly Hills, California	$190K	-$33.8K	1	0.05%	Reduced
803	Evercore Wealth Management New York	$187K	-$25.7K	1	0.01%	Reduced
804	PSI Pinnacle Summer Investments Fairfax, Virginia	$182K	+$11.9K	1	0.03%	Increased
805	WRM Westport Resources Management Westport, Connecticut	$176K	+$75.1K	1	0.05%	Increased
806	PineBridge Investments New York	$174K	+$9.44K	2	0.01%	Increased
807	MC MRJ Capital New York	$166K	-$1.47M	1	0.11%	Reduced
808	PAM PartnerRe Asset Management Greenwich, Connecticut	$163K	-$289K	1	0.08%	Reduced
809	PAIA Park Avenue Institutional Advisers New York	$156K	-$5.85K	1	0.13%	Reduced
810	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$139K	+$27.5K	2	0.02%	Increased
811	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$137K	+$39.5K	1	0.05%	Increased
812	Addenda Capital Montreal, Quebec, Canada	$135K	$0	1	0.01%	Maintained
813	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$134K	-$27.4K	1	0.07%	Reduced
814	Krilogy Financial St. Louis, Missouri	$134K	$0	1	0.12%	Maintained
815	SC SRB Corp Boston, Massachusetts	$132K	-$12.8K	1	0.02%	Reduced
816	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$131K	$0	1	0.11%	Maintained
817	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$127K	-$217K	2	0.03%	Reduced
818	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$125K	+$129K	1	0.02%	New
819	EDRE Edmond de Rothschild (Europe) Luxembourg	$122K	-$1.89M	1	0.05%	Reduced
820	HSA Hussman Strategic Advisors Ellicott City, Maryland	$120K	$0	1	0.02%	Maintained
821	GLI Guardian Life Insurance New York	$114K	-$29.2K	1	0.01%	Reduced
822	CB Community Bank Dewitt, New York	$113K	+$28.3K	1	0.03%	Increased
823	MFW Mosaic Family Wealth St. Louis, Missouri	$112K	+$117K	1	0.05%	New
824	WA WFG Advisors Dallas, Texas	$109K	-$5.91K	2	0.03%	Reduced
825	ADL Asset Dedication LLC San Francisco, California	$106K	+$110K	1	0.07%	New