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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$243K	-$12.2K	1	0.04%	Reduced
852	TSS Two Sigma Securities New York	$239K	+$232K	1	0.2%	New
853	Grimes & Company Westborough, Massachusetts	$238K	$0	1	0.06%	Maintained
854	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$234K	+$227K	1	0.26%	New
855	MSI Financial Services Springfield, Massachusetts	$233K	-$483K	3	0.03%	Reduced
856	Diversified Trust Memphis, Tennessee	$232K	+$229K	1	0.02%	New
857	WB Webster Bank Waterbury, Connecticut	$226K	-$95.2K	1	0.04%	Reduced
858	AMG National Trust Bank Greenwood Village, Colorado	$225K	-$17.2K	1	0.02%	Reduced
859	BC Banced Corp Edwardsville, Illinois	$224K	-$45.9K	1	0.24%	Reduced
860	GIS Guardian Investor Services New York	$223K	-$6.26K	1	0.18%	Reduced
861	Wolverine Asset Management Chicago, Illinois	$223K	+$203K	1	0%	New
862	NL NWAM LLC Mercer Island, Washington	$222K	-$18.7K	1	0.1%	Reduced
863	CCB Cutter & Co Brokerage Ballwin, Missouri	$221K	-$5.93K	1	0.08%	Reduced
864	DSI Daiwa SB Investments Tokyo, Japan	$220K	$0	1	0.04%	Maintained
865	CIM CIM Investment Management Pittsburgh, Pennsylvania	$218K	+$198K	1	0.1%	New
866	Legal & General Group London, United Kingdom	$216K	$0	2	0%	Maintained
867	LS Lupo Securities Chicago, Illinois	$215K	+$209K	1	0.1%	New
868	MBT Montecito Bank & Trust Santa Barbara, California	$213K	-$11.5K	1	0.11%	Reduced
869	TIA Tiemann Investment Advisors Menlo Park, California	$212K	+$216K	1	0.23%	New
870	RIA Regal Investment Advisors Kentwood, Michigan	$211K	-$33.1K	2	0.06%	Reduced
871	NAM Nichols Asset Management Sudbury, Massachusetts	$207K	$0	1	0.04%	Maintained
872	ABP Arthur B. Page	$205K	-$45.4K	1	0.19%	Reduced
873	QCMC Quantum Capital Management (California) San Francisco, California	$205K	+$210K	1	0.05%	New
874	CM Capital Management Glen Allen, Virginia	$204K	+$198K	1	0.06%	New
875	Fayez Sarofim & Co Houston, Texas	$204K	+$198K	1	0%	New