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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	SBA Seven Bridges Advisors New York	$106K	+$110K	1	0.11%	New
827	RWA Ropes Wealth Advisors Boston, Massachusetts	$104K	+$90K	2	0.05%	Increased
828	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$103K	$0	1	0%	Maintained
829	Benjamin F. Edwards & Company St. Louis, Missouri	$99K	-$6.01K	1	0.02%	Reduced
830	Citizens Financial Group Providence, Rhode Island	$98K	+$102K	2	0.01%	New
831	M MOTCO San Antonio, Texas	$98K	-$4.06K	1	0.01%	Reduced
832	SNT Security National Trust Wheeling, West Virginia	$98K	$0	2	0.04%	Maintained
833	TF Tompkins Financial Ithaca, New York	$95K	-$20.9K	1	0.03%	Reduced
834	Jefferies Group New York	$94K	-$2.6M	1	0%	Reduced
835	WIC Woodmont Investment Counsel Nashville, Tennessee	$94K	$0	1	0.03%	Maintained
836	Picton Mahoney Asset Management Toronto, Ontario, Canada	$91K	$0	1	0.01%	Maintained
837	DA Dunvegan Associates Santa Barbara, California	$89K	-$12.1K	1	0.1%	Reduced
838	KT Kanaly Trust Houston, Texas	$89K	-$4.12K	2	0.02%	Reduced
839	Jacobs Levy Equity Management Florham Park, New Jersey	$88K	+$1.74K	1	0%	Increased
840	CFA Carroll Financial Associates Charlotte, North Carolina	$85K	+$5.56K	2	0.02%	Increased
841	AC Alexandria Capital Arlington, Virginia	$83K	+$75.1K	1	0.02%	Increased
842	Quantbot Technologies New York	$80K	-$1.06M	1	0.01%	Reduced
843	SignatureFD Atlanta, Georgia	$80K	+$43.7K	2	0.02%	Increased
844	VCM Versant Capital Management Phoenix, Arizona	$80K	+$87K	3	0.05%	New
845	Quadrant Capital Group Cincinnati, Ohio	$79K	-$55K	2	0.05%	Reduced
846	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$74K	-$62.2K	2	0.03%	Reduced
847	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$73K	$0	2	0.03%	Maintained
848	VFA Virtus Fund Advisers Hartford, Connecticut	$69K	$0	1	0%	Maintained
849	Group One Trading Chicago, Illinois	$67K	-$86.7K	1	0%	Reduced
850	AF Arrow Financial Glens Falls, New York	$65K	$0	1	0.02%	Maintained