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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
851	HCM Hodges Capital Management Dallas, Texas	$262K	+$253K	1	0.01%	New
852	NA Navellier & Associates Reno, Nevada	$257K	-$17.5K	1	0.01%	Reduced
853	TCM Tradition Capital Management Summit, New Jersey	$256K	-$4.95M	1	0.08%	Reduced
854	Cubist Systematic Strategies Stamford, Connecticut	$254K	+$244K	1	0.02%	New
855	LWM Lyons Wealth Management Winter Park, Florida	$254K	+$233K	1	0.23%	New
856	MBT Montecito Bank & Trust Santa Barbara, California	$250K	-$123K	1	0.15%	Reduced
857	YMRC Yorktown Management & Research Company Forest, Virginia	$247K	$0	1	0.05%	Maintained
858	ECM Everence Capital Management Goshen, Indiana	$246K	$0	1	0.09%	Maintained
859	CWA Constellation Wealth Advisors New York	$244K	+$235K	1	0.03%	New
860	Synovus Financial Columbus, Georgia	$244K	+$18.6K	2	0.01%	Increased
861	TCM Telos Capital Management San Diego, California	$243K	-$23.2K	1	0.15%	Reduced
862	CCB Cutter & Co Brokerage Ballwin, Missouri	$242K	$0	1	0.09%	Maintained
863	PineBridge Investments New York	$239K	-$138K	2	0.01%	Reduced
864	WA WFG Advisors Dallas, Texas	$238K	+$43.9K	2	0.04%	Increased
865	RFA Reilly Financial Advisors La Mesa, California	$234K	+$156K	3	0.06%	Increased
866	SAG Sterne Agee Group Birmingham, Alabama	$233K	+$244K	1	0.04%	New
867	CM Capital Management Glen Allen, Virginia	$232K	$0	1	0.07%	Maintained
868	Fayez Sarofim & Co Houston, Texas	$232K	$0	1	0%	Maintained
869	SCG Strategic Capital Group Gig Harbor, Washington	$232K	-$2.47M	2	0.07%	Reduced
870	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$230K	$0	1	0.01%	Maintained
871	NAM Nichols Asset Management Sudbury, Massachusetts	$226K	$0	1	0.05%	Maintained
872	Bridgewater Associates Westport, Connecticut	$225K	-$1.53M	1	0%	Reduced
873	NL NWAM LLC Mercer Island, Washington	$225K	-$5.94K	1	0.07%	Reduced
874	SCM Stux Capital Management New York	$224K	+$215K	1	0.03%	New
875	EMG Ellington Management Group Old Greenwich, Connecticut	$216K	+$199K	1	0.1%	New