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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	Princeton Global Asset Management Princeton, New Jersey	$5.83M	+$213K	2	1.16%	Increased
802	Teamwork Financial Advisors San Antonio, Texas	$5.82M	+$5.04M	2	0.78%	Increased
803	Argent Trust Co Nashville, Tennessee	$5.82M	+$241K	2	0.24%	Increased
804	Sterling Capital Management Charlotte, North Carolina	$5.8M	-$1.9M	6	0.09%	Reduced
805	BCP Bayberry Capital Partners New York	$5.77M	+$6.95M	1	1.59%	New
806	MWVC Morgens Waterfall Vintiadis & Co New York	$5.65M	$0	1	6.4%	Maintained
807	LaFleur & Godfrey Grand Rapids, Michigan	$5.64M	+$6.44M	1	0.76%	New
808	Strategy Asset Managers Pasadena, California	$5.63M	-$524K	2	1.16%	Reduced
809	HFM Hartford Financial Management Hartford, Connecticut	$5.6M	$0	2	1.16%	Maintained
810	Callahan Advisors Houston, Texas	$5.59M	-$103K	1	0.53%	Reduced
811	Providence Capital Advisors Charlotte, North Carolina	$5.58M	+$100K	2	1.16%	Increased
812	MC Mathes Company New York	$5.56M	-$1.56M	1	2.26%	Reduced
813	BCM Beck Capital Management Austin, Texas	$5.55M	-$43.9K	1	1.63%	Reduced
814	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$5.54M	+$1.11M	2	0.4%	Increased
815	DBG De Burlo Group Boston, Massachusetts	$5.53M	-$9.37M	1	0.82%	Reduced
816	GSA Capital Partners London, United Kingdom	$5.53M	+$3.13M	5	0.5%	Increased
817	SFE Investment Counsel Los Angeles, California	$5.53M	+$691K	2	1.1%	Increased
818	RWA Wealth Partners Newton, Massachusetts	$5.52M	+$883K	2	0.07%	Increased
819	BWM BNC Wealth Management Beaverton, Oregon	$5.51M	+$383K	2	1.99%	Increased
820	Quadrant Capital Group Cincinnati, Ohio	$5.51M	+$3.2M	5	0.2%	Increased
821	J. Safra Sarasin Holding	$5.46M	-$2.95M	2	0.1%	Reduced
822	Coldstream Capital Management Bellevue, Washington	$5.46M	+$105K	5	0.12%	Increased
823	HighPoint Advisor Group Downers Grove, Illinois	$5.43M	+$542K	3	0.32%	Increased
824	GP Gallo Partners Bloomfield, New Jersey	$5.42M	+$3.37M	4	3.61%	Increased
825	Brookstone Capital Management Wheaton, Illinois	$5.41M	+$3.59M	2	0.08%	Increased