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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	DBT Dubuque Bank & Trust Dubuque, Iowa	$313K	+$92.8K	2	0.05%	Increased
827	NEAM New England Asset Management Farmington, Connecticut	$311K	+$299K	1	0.01%	New
828	ZIM ZPR Investment Management Orange City, Florida	$311K	-$20.4K	1	0.29%	Reduced
829	TCM Tufton Capital Management Hunt Valley, Maryland	$309K	$0	1	0.06%	Maintained
830	LC Lakeshore Capital Birmingham, Alabama	$308K	$0	1	0.29%	Maintained
831	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$305K	-$66.8K	1	0.06%	Reduced
832	Seizert Capital Partners Birmingham, Michigan	$301K	-$10K	1	0.01%	Reduced
833	MRCM M&R Capital Management Summit, New Jersey	$297K	$0	1	0.07%	Maintained
834	ABP Arthur B. Page	$292K	-$153K	1	0.27%	Reduced
835	RNS Robert N. Shapiro	$289K	-$150K	2	0.05%	Reduced
836	LSA L & S Advisors Los Angeles, California	$288K	-$1.99M	1	0.11%	Reduced
837	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$288K	+$277K	1	0.02%	New
838	BTNA Bremer Trust National Association St. Cloud, Minnesota	$287K	+$12.4K	1	0.1%	Increased
839	GLRA Gerald L. Ray & Associates Dallas, Texas	$286K	+$275K	1	0.05%	New
840	NAM NTV Asset Management Charleston, West Virginia	$285K	$0	1	0.09%	Maintained
841	I IberiaBank Lafayette, Louisiana	$284K	+$44.5K	1	0.16%	Increased
842	TC Telemus Capital Southfield, Michigan	$284K	-$27.5K	1	0.07%	Reduced
843	AI ArchPoint Investors Coral Gables, Florida	$277K	+$20K	1	0.23%	Increased
844	Hancock Whitney Gulfport, Mississippi	$275K	+$41.6K	1	0.01%	Increased
845	Algert Global San Francisco, California	$273K	+$252K	1	0.18%	New
846	GIS Guardian Investor Services New York	$273K	-$9.13K	1	0.21%	Reduced
847	CAM ClariVest Asset Management San Diego, California	$272K	+$251K	1	0.01%	New
848	Grimes & Company Westborough, Massachusetts	$271K	$0	1	0.07%	Maintained
849	Diversified Trust Memphis, Tennessee	$270K	+$248K	1	0.02%	New
850	NG NatWest Group Edinburgh, Scotland, United Kingdom	$269K	-$157K	1	0.01%	Reduced