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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	CCB Cutter & Co Brokerage Ballwin, Missouri	$202K	+$208K	1	0.09%	New
827	SignatureFD Atlanta, Georgia	$194K	+$53.3K	2	0.03%	Increased
828	SGAM Smith Group Asset Management Dallas, Texas	$186K	+$192K	1	0.01%	New
829	SIM Spark Investment Management New York	$180K	+$200K	1	0.02%	New
830	AP Atwood & Palmer Kansas City, Missouri	$178K	-$32.7K	1	0.03%	Reduced
831	PAIA Park Avenue Institutional Advisers New York	$173K	-$1.04K	1	0.15%	Reduced
832	Simplex Trading Chicago, Illinois	$171K	-$155K	1	0.01%	Reduced
833	SCM Scopia Capital Management New York	$166K	$0	1	0%	Maintained
834	Addenda Capital Montreal, Quebec, Canada	$162K	$0	1	0.01%	Maintained
835	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$160K	-$24.6K	2	0.09%	Reduced
836	Benjamin F. Edwards & Company St. Louis, Missouri	$154K	-$61	1	0.03%	Reduced
837	FIB First Interstate Bank Billings, Montana	$152K	+$27.8K	2	0.03%	Increased
838	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$151K	$0	1	0.13%	Maintained
839	CCM Condor Capital Management Martinsville, New Jersey	$148K	$0	1	0.04%	Maintained
840	DBT Dubuque Bank & Trust Dubuque, Iowa	$145K	-$36.4K	2	0.03%	Reduced
841	SC SRB Corp Boston, Massachusetts	$141K	-$4.85K	1	0.02%	Reduced
842	JCM Jacobi Capital Management Pittston, Pennsylvania	$135K	+$143K	2	0.07%	New
843	ADL Asset Dedication LLC San Francisco, California	$133K	-$1.9K	1	0.09%	Reduced
844	TF Tompkins Financial Ithaca, New York	$131K	$0	2	0.04%	Maintained
845	Evercore Wealth Management New York	$129K	+$67.1K	1	0.01%	Increased
846	EMG Ellington Management Group Old Greenwich, Connecticut	$128K	+$142K	1	0.18%	New
847	CB Community Bank Dewitt, New York	$127K	-$3.07K	1	0.03%	Reduced
848	Kennedy Capital Management St Louis, Missouri	$127K	+$124K	1	0%	New
849	PCM Prelude Capital Management New York	$127K	+$64.6K	2	0.02%	Increased
850	RWA Ropes Wealth Advisors Boston, Massachusetts	$121K	+$7.48K	2	0.04%	Increased