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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	CFN Cordasco Financial Network Naples, Florida	$460K	$0	1	0.52%	Maintained
827	IRF IBM Retirement Fund Armonk, New York	$454K	-$40.9K	1	0.1%	Reduced
828	Bradley Foster & Sargent Hartford, Connecticut	$452K	+$243K	2	0.02%	Increased
829	MCM Maryland Capital Management Towson, Maryland	$452K	-$290K	1	0.07%	Reduced
830	I IberiaBank Lafayette, Louisiana	$451K	-$377K	1	0.06%	Reduced
831	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$450K	+$374	1	0.16%	Increased
832	DI Diligent Investors Redlands, California	$440K	-$3.74K	1	0.29%	Reduced
833	Laurion Capital Management New York	$439K	-$4.24M	2	0.01%	Reduced
834	Rockefeller Capital Management New York	$437K	-$32.2K	2	0.01%	Reduced
835	CPA Court Place Advisors Ellicott City, Maryland	$435K	$0	1	0.2%	Maintained
836	GAM Griffin Asset Management New York	$433K	+$2.09K	1	0.07%	Increased
837	Caxton Associates (New York) New York	$432K	+$471K	1	0.07%	New
838	PP PagnatoKarp Partners Reston, Virginia	$432K	-$24.5K	1	0.09%	Reduced
839	AWM Altium Wealth Management Purchase, New York	$430K	-$29.7K	1	0.08%	Reduced
840	MCM Matarin Capital Management New York	$424K	+$3.75K	1	0.03%	Increased
841	B Bellecapital Zurich, Switzerland	$424K	+$18.5K	1	0.3%	Increased
842	RB Rodgers Brothers Harmony, Pennsylvania	$421K	-$281K	1	0.14%	Reduced
843	SignatureFD Atlanta, Georgia	$418K	-$84.2K	3	0.04%	Reduced
844	FIM Frontier Investment Management Dallas, Texas	$416K	-$40.4K	1	0.03%	Reduced
845	IA Icon Advisers Greenwood Village, Colorado	$412K	+$449K	1	0.04%	New
846	IGGA Iron Gate Global Advisors Nsl, Utah	$412K	$0	1	0.31%	Maintained
847	Parallel Advisors San Francisco, California	$412K	-$4.9K	3	0.06%	Reduced
848	BIA Bigelow Investment Advisors Portland, Maine	$411K	+$448K	1	0.31%	New
849	Salem Investment Counselors Winston Salem, North Carolina	$411K	-$12K	1	0.05%	Reduced
850	Annex Advisory Services Brookfield, Wisconsin	$409K	$0	1	0.06%	Maintained