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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	SCA Snowden Capital Advisors New York	$302K	-$110K	1	0.07%	Reduced
802	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$301K	+$265K	1	0.06%	Increased
803	CBU CIBC Bank USA Chicago, Illinois	$300K	+$2.91K	1	0.04%	Increased
804	NFGCM Norman Fields Gottscho Capital Management New York	$300K	+$292K	1	0.19%	New
805	Brinker Capital Investments Berwyn, Pennsylvania	$298K	+$291K	1	0.01%	New
806	Rockefeller Financial Services New York	$296K	$0	2	0.01%	Maintained
807	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$293K	$0	1	0.09%	Maintained
808	Perpetual Ltd Sydney, New South Wales, Australia	$291K	$0	1	0.03%	Maintained
809	MCM Manchester Capital Management Manchester, Vermont	$289K	$0	1	0.05%	Maintained
810	Waldron Private Wealth Bridgeville, Pennsylvania	$286K	+$275K	1	0.07%	New
811	DA Dillon & Associates Jackson, Michigan	$285K	$0	1	0.12%	Maintained
812	LIM Leavell Investment Management Mobile, Alabama	$285K	+$17K	1	0.04%	Increased
813	SAA Southeast Asset Advisors Thomasville, Georgia	$282K	+$270K	1	0.09%	New
814	HA Hays Advisory Franklin, Tennessee	$279K	+$24.6K	1	0.07%	Increased
815	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$277K	+$15.3K	1	0.06%	Increased
816	Savant Capital Rockford, Illinois	$277K	+$5.75K	1	0.07%	Increased
817	Cetera Advisor Networks El Segundo, California	$275K	+$7.96K	1	0.01%	Increased
818	MRCM M&R Capital Management Summit, New Jersey	$271K	-$14.2K	2	0.07%	Reduced
819	B Bellecapital Zurich, Switzerland	$270K	+$41.9K	1	0.25%	Increased
820	TIA Tiemann Investment Advisors Menlo Park, California	$268K	+$262K	1	0.25%	New
821	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$265K	-$99.4K	3	0.01%	Reduced
822	FRM Fox Run Management Greenwich, Connecticut	$260K	+$52.6K	1	0.11%	Increased
823	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$260K	$0	1	0.28%	Maintained
824	Waverly Advisors Birmingham, Alabama	$259K	+$248K	1	0.07%	New
825	WPA West Paces Advisors Atlanta, Georgia	$258K	$0	1	0.21%	Maintained