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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	MJP Michael J. Puzo	$268K	$0	1	0.16%	Maintained
802	Parallel Advisors San Francisco, California	$267K	+$264K	2	0.06%	New
803	RWA Ropes Wealth Advisors Boston, Massachusetts	$267K	+$14.9K	2	0.08%	Increased
804	Rockefeller Financial Services New York	$266K	$0	2	0.01%	Maintained
805	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$265K	-$4.59K	1	0.08%	Reduced
806	MCM Manchester Capital Management Manchester, Vermont	$262K	$0	1	0.04%	Maintained
807	Perpetual Ltd Sydney, New South Wales, Australia	$262K	+$256K	1	0.04%	New
808	DA Dillon & Associates Jackson, Michigan	$258K	-$32.8K	1	0.12%	Reduced
809	MRCM M&R Capital Management Summit, New Jersey	$258K	$0	2	0.07%	Maintained
810	Schonfeld Strategic Advisors New York	$257K	+$260K	1	0.03%	New
811	Winton Group London, United Kingdom	$252K	-$8.61M	1	0.01%	Reduced
812	Global X Management Company New York	$249K	+$95.2K	1	0.01%	Increased
813	RFCA R&F Capital Advisors New York	$249K	+$252K	1	0.09%	New
814	Savant Capital Rockford, Illinois	$245K	+$239K	1	0.07%	New
815	Cetera Advisor Networks El Segundo, California	$244K	-$277K	1	0.01%	Reduced
816	LIM Leavell Investment Management Mobile, Alabama	$242K	-$2.62K	1	0.03%	Reduced
817	Prospera Financial Services Dallas, Texas	$237K	-$8.2K	1	0.05%	Reduced
818	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$236K	-$10.4K	1	0.05%	Reduced
819	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$235K	+$230K	1	0.03%	New
820	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$235K	-$68.9K	1	0.26%	Reduced
821	Tudor Investment Corp Stamford, Connecticut	$235K	-$740K	1	0.01%	Reduced
822	WPA West Paces Advisors Atlanta, Georgia	$234K	+$229K	1	0.22%	New
823	Cerity Partners New York	$232K	+$227K	1	0.32%	New
824	AWA ARS Wealth Advisors St. Petersburg, Florida	$231K	+$3.87K	1	0.1%	Increased
825	HA Hays Advisory Franklin, Tennessee	$229K	+$224K	1	0.05%	New