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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	Nicholas Hoffman & Company Atlanta, Georgia	$227K	+$217K	1	0.12%	New
802	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$226K	-$498K	1	0.3%	Reduced
803	VFA Voya Financial Advisors Windsor, Connecticut	$226K	+$216K	1	0.02%	New
804	WFG Windsor Financial Group Minneapolis, Minnesota	$225K	-$322K	1	0.11%	Reduced
805	JFA JNBA Financial Advisors Bloomington, Minnesota	$224K	+$218K	2	0.03%	New
806	SignatureFD Atlanta, Georgia	$224K	+$6.83K	2	0.03%	Increased
807	GLRA Gerald L. Ray & Associates Dallas, Texas	$223K	-$78.9K	1	0.03%	Reduced
808	LSV Asset Management Chicago, Illinois	$223K	$0	1	0%	Maintained
809	AWA ARS Wealth Advisors St. Petersburg, Florida	$222K	-$22.5K	1	0.09%	Reduced
810	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$220K	-$103K	1	0.01%	Reduced
811	BAC Boys Arnold & Co Asheville, North Carolina	$217K	+$214K	1	0.04%	New
812	Grimes & Company Westborough, Massachusetts	$217K	-$19.4K	1	0.03%	Reduced
813	KA Kovack Advisors Ft. Lauderdale, Florida	$215K	-$28.5K	1	0.1%	Reduced
814	PCM Parsons Capital Management Providence, Rhode Island	$215K	+$211K	1	0.03%	New
815	SGAM Smith Group Asset Management Dallas, Texas	$212K	$0	1	0.01%	Maintained
816	Waverly Advisors Birmingham, Alabama	$211K	+$207K	1	0.09%	New
817	Laurion Capital Management New York	$210K	+$207K	1	0%	New
818	PIC Portland Investment Counsel Burlington, Ontario, Canada	$207K	+$197K	1	0.33%	New
819	FIB First Interstate Bank Billings, Montana	$204K	+$31.1K	2	0.04%	Increased
820	AP Atwood & Palmer Kansas City, Missouri	$203K	$0	1	0.04%	Maintained
821	Kennedy Capital Management St Louis, Missouri	$202K	+$62.5K	1	0%	Increased
822	TSS Two Sigma Securities New York	$200K	-$485K	1	0.07%	Reduced
823	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$185K	+$179K	2	0.12%	New
824	PCM Prelude Capital Management New York	$183K	+$50.6K	2	0.02%	Increased
825	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$176K	$0	2	0.1%	Maintained