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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	HC Henshaw Capital Woburn, Massachusetts	$311K	-$78.6K	1	0.03%	Reduced
802	DA Dillon & Associates Jackson, Michigan	$308K	$0	1	0.12%	Maintained
803	CBU CIBC Bank USA Chicago, Illinois	$307K	$0	1	0.04%	Maintained
804	WIA Westbourne Investment Advisors Annapolis, Maryland	$305K	-$39.6K	1	0.24%	Reduced
805	Perpetual Ltd Sydney, New South Wales, Australia	$304K	$0	1	0.04%	Maintained
806	SI SII Investments Appleton, Wisconsin	$302K	-$37.7K	1	0.02%	Reduced
807	TCB Texas Capital Bancshares Dallas, Texas	$302K	-$236K	1	0.67%	Reduced
808	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$301K	+$14.4K	1	0.01%	Increased
809	MCM Manchester Capital Management Manchester, Vermont	$300K	$0	1	0.05%	Maintained
810	IIM Ipswich Investment Management Beverly, Massachusetts	$298K	-$95.7K	1	0.13%	Reduced
811	Belpointe Asset Management Reno, Nevada	$296K	+$291K	1	0.07%	New
812	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$296K	-$8.3K	1	0.08%	Reduced
813	SAA Southeast Asset Advisors Thomasville, Georgia	$292K	$0	1	0.09%	Maintained
814	HighPoint Advisor Group Downers Grove, Illinois	$291K	-$374K	1	0.09%	Reduced
815	SIM SSI Investment Management Los Angeles, California	$288K	+$71.3K	1	0.02%	Increased
816	B Bellecapital Zurich, Switzerland	$285K	$0	1	0.34%	Maintained
817	TIA Tiemann Investment Advisors Menlo Park, California	$283K	$0	1	0.24%	Maintained
818	IFS Ifrah Financial Services Little Rock, Arkansas	$282K	+$277K	1	0.11%	New
819	LIM Leavell Investment Management Mobile, Alabama	$280K	-$15.1K	1	0.03%	Reduced
820	GCA Gideon Capital Advisors New York	$279K	+$274K	1	0.28%	New
821	Twin Tree Management Dallas, Texas	$279K	+$273K	2	0%	New
822	Sterling Capital Management Charlotte, North Carolina	$275K	-$10.1M	1	0%	Reduced
823	MRCM M&R Capital Management Summit, New Jersey	$274K	$0	2	0.07%	Maintained
824	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$274K	+$51.9K	1	0.19%	Increased
825	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$63K	1	0.11%	Reduced