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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	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$166K	$0	1	0.14%	Maintained
827	CCM Cutler Capital Management Worcester, Massachusetts	$164K	-$356K	1	0.05%	Reduced
828	Addenda Capital Montreal, Quebec, Canada	$162K	$0	1	0.01%	Maintained
829	FCM Firsthand Capital Management San Jose, California	$158K	-$107K	1	0.15%	Reduced
830	SC SRB Corp Boston, Massachusetts	$155K	$0	1	0.02%	Maintained
831	DBT Dubuque Bank & Trust Dubuque, Iowa	$149K	-$11K	2	0.03%	Reduced
832	Global X Management Company New York	$149K	+$111K	1	0.01%	Increased
833	Edmond de Rothschild Holding Chambesy, Switzerland	$147K	-$271K	1	0%	Reduced
834	ADL Asset Dedication LLC San Francisco, California	$146K	$0	1	0.09%	Maintained
835	BAM Brave Asset Management Summit, New Jersey	$144K	-$229K	2	0.09%	Reduced
836	CB Community Bank Dewitt, New York	$141K	+$1.1K	1	0.03%	Increased
837	SCM Scopia Capital Management New York	$137K	$0	1	0%	Maintained
838	Quadrant Capital Group Cincinnati, Ohio	$130K	+$6.82K	3	0.08%	Increased
839	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$128K	+$126K	1	0.01%	New
840	KT Kanaly Trust Houston, Texas	$127K	+$22.5K	2	0.03%	Increased
841	ANBT American National Bank & Trust Wichita Falls, Texas	$124K	-$1.94K	1	0.04%	Reduced
842	CCM Condor Capital Management Martinsville, New Jersey	$123K	$0	1	0.03%	Maintained
843	ZB Zions Bancorporation Salt Lake City, Utah	$123K	-$2.89K	2	0.02%	Reduced
844	Penserra Capital Management Orinda, California	$118K	+$58.2K	1	0.01%	Increased
845	GLI Guardian Life Insurance New York	$112K	$0	1	0.01%	Maintained
846	PFS Physicians Financial Services Raleigh, North Carolina	$112K	$0	1	0.09%	Maintained
847	Evercore Wealth Management New York	$109K	-$32.3K	1	0%	Reduced
848	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$108K	-$10.9K	1	0.05%	Reduced
849	WIC Woodmont Investment Counsel Nashville, Tennessee	$108K	+$107K	1	0.03%	New
850	SNT Security National Trust Wheeling, West Virginia	$102K	$0	2	0.04%	Maintained