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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	IC InterOcean Capital Chicago, Illinois	$533K	+$290K	2	0.07%	Increased
802	Livforsakringsbolaget Skandia Stockholm, Sweden	$532K	-$148K	1	0.05%	Reduced
803	TAM Tiverton Asset Management Wilimington, Delaware	$531K	+$522K	1	0.03%	New
804	CFN Cordasco Financial Network Naples, Florida	$529K	$0	1	0.55%	Maintained
805	DI Diligent Investors Redlands, California	$526K	-$7.77K	1	0.34%	Reduced
806	GIM Greylin Investment Management Orange, Virginia	$523K	-$7.71K	1	0.11%	Reduced
807	JIP Jaffetilchin Investment Partners Tampa, Florida	$523K	-$41.1K	1	0.17%	Reduced
808	BAS Brown Advisory Securities Baltimore, Maryland	$521K	-$933	1	0.1%	Reduced
809	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$518K	+$11.3K	1	0.14%	Increased
810	RB Rodgers Brothers Harmony, Pennsylvania	$518K	+$11.8K	1	0.17%	Increased
811	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$508K	-$24.8K	3	0.01%	Reduced
812	EFS Essex Financial Services Essex, Connecticut	$505K	-$13.7K	1	0.12%	Reduced
813	Annex Advisory Services Brookfield, Wisconsin	$501K	$0	1	0.09%	Maintained
814	MLICM Metropolitan Life Insurance Company (MetLife) New York	$496K	-$593K	2	0.01%	Reduced
815	WTB Washington Trust Bank Spokane, Washington	$494K	+$14.3K	2	0.07%	Increased
816	DP Dearborn Partners Chicago, Illinois	$490K	$0	1	0.04%	Maintained
817	DRW Securities Chicago, Illinois	$487K	+$479K	1	0.05%	New
818	PM Parametrica Management Wanchai, Hong Kong	$486K	+$258K	1	0.31%	Increased
819	WPP Whalerock Point Partners Providence, Rhode Island	$486K	-$433K	1	0.15%	Reduced
820	PTC Private Trust Company Cleveland, Ohio	$482K	+$3.58K	1	0.1%	Increased
821	AWM Altium Wealth Management Purchase, New York	$475K	+$467K	1	0.22%	New
822	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$473K	-$11.8K	1	0.03%	Reduced
823	Avior Wealth Management Omaha, Nebraska	$470K	+$452K	1	0.11%	Increased
824	Lido Advisors Los Angeles, California	$470K	+$21.2K	1	0.07%	Increased
825	Horizon Kinetics New York	$458K	+$194K	2	0.01%	Increased