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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	KA Kovack Advisors Ft. Lauderdale, Florida	$250K	-$112K	1	0.16%	Reduced
802	LAM Lebenthal Asset Management New York	$250K	+$221K	1	0.1%	New
803	MJP Michael J. Puzo	$250K	-$16.6K	1	0.17%	Reduced
804	MCM Manchester Capital Management Manchester, Vermont	$244K	$0	1	0.03%	Maintained
805	OMERS Administration Corp Toronto, Ontario, Canada	$244K	+$215K	1	0.01%	New
806	Homrich & Berg Atlanta, Georgia	$237K	+$209K	1	0.02%	New
807	Rockefeller Financial Services New York	$237K	+$213K	2	0%	Increased
808	Prospera Financial Services Dallas, Texas	$236K	-$4.03K	1	0.05%	Reduced
809	Perpetual Ltd Sydney, New South Wales, Australia	$231K	+$204K	1	0.02%	New
810	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$230K	-$21K	1	0.05%	Reduced
811	MRCM M&R Capital Management Summit, New Jersey	$229K	+$202K	1	0.07%	New
812	Clark Capital Management Group Philadelphia, Pennsylvania	$228K	$0	1	0.02%	Maintained
813	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$227K	+$200K	1	0.17%	New
814	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$226K	-$751K	1	0.05%	Reduced
815	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$225K	-$589K	2	0%	Reduced
816	Wedbush Securities Los Angeles, California	$224K	+$198K	1	0.04%	New
817	CONA Capital One National Association New York	$223K	+$197K	1	0.02%	New
818	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	+$196K	1	0.02%	New
819	Grimes & Company Westborough, Massachusetts	$220K	+$194K	1	0.03%	New
820	MAM Mizuho Asset Management Tokyo, Japan	$218K	-$625K	1	0.06%	Reduced
821	Seizert Capital Partners Birmingham, Michigan	$218K	+$192K	1	0.01%	New
822	TIA Tiemann Investment Advisors Menlo Park, California	$216K	+$197K	1	0.21%	New
823	CG Clinton Group New York	$214K	-$1.83M	1	0.01%	Reduced
824	DA Denali Advisors San Diego, California	$213K	+$188K	1	0.05%	New
825	YP Yellowstone Partners Idaho Falls, Idaho	$213K	+$188K	1	0.09%	New