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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
826	CCA Cobblestone Capital Advisors Rochester, New York	$275K	-$978K	1	0.05%	Reduced
827	GIS Guardian Investor Services New York	$275K	-$9.73K	1	0.21%	Reduced
828	GIM Guardian Investment Management Tiburon, California	$271K	-$1.71M	1	0.31%	Reduced
829	BTNA Bremer Trust National Association St. Cloud, Minnesota	$267K	-$6.19K	1	0.1%	Reduced
830	Grimes & Company Westborough, Massachusetts	$264K	$0	1	0.07%	Maintained
831	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$258K	+$254K	1	0.01%	New
832	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$257K	+$51.4K	1	0.03%	Increased
833	BFO Boston Family Office Boston, Massachusetts	$256K	$0	1	0.03%	Maintained
834	NAM Nichols Asset Management Sudbury, Massachusetts	$253K	$0	1	0.06%	Maintained
835	AL Agran Libbie Santa Monica, California	$252K	-$124K	1	0.07%	Reduced
836	ACM Argent Capital Management St Louis, Missouri	$252K	-$49.6M	1	0.01%	Reduced
837	TCB Texas Capital Bancshares Dallas, Texas	$252K	-$40K	1	0.16%	Reduced
838	AI ArchPoint Investors Coral Gables, Florida	$250K	$0	1	0.23%	Maintained
839	WPC White Pine Capital Bloomington, Minnesota	$248K	-$37.9K	1	0.08%	Reduced
840	GCP GSA Capital Partners London, United Kingdom	$247K	-$925K	1	0.02%	Reduced
841	ECM Everence Capital Management Goshen, Indiana	$240K	+$235K	1	0.09%	New
842	Wedbush Securities Los Angeles, California	$240K	-$87.3K	1	0.04%	Reduced
843	YMRC Yorktown Management & Research Company Forest, Virginia	$240K	$0	1	0.05%	Maintained
844	ZIM ZPR Investment Management Orange City, Florida	$240K	+$256K	1	0.26%	New
845	CCB Cutter & Co Brokerage Ballwin, Missouri	$236K	$0	1	0.09%	Maintained
846	PCM Parsons Capital Management Providence, Rhode Island	$236K	$0	1	0.03%	Maintained
847	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$232K	-$29.5K	1	0.14%	Reduced
848	MSI Financial Services Springfield, Massachusetts	$232K	-$24.3K	3	0.03%	Reduced
849	PMG ProVise Management Group Clearwater, Florida	$232K	-$33.1K	1	0.06%	Reduced
850	ST Spinnaker Trust Portland, Maine	$232K	+$4.13K	1	0.04%	Increased