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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	CCM Concourse Capital Management Atlanta, Georgia	$56K	$0	1	0.03%	Maintained
852	FWM Focused Wealth Management Newburgh, New York	$54K	-$12.6K	3	0.03%	Reduced
853	BAM Bruderman Asset Management Locust Valley, New York	$53K	+$9.45K	1	0.02%	Increased
854	GAM Gemmer Asset Management Walnut Creek, California	$52K	$0	2	0.03%	Maintained
855	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$52K	$0	1	0.01%	Maintained
856	Capital Analysts LLC Fort Washington, Pennsylvania	$51.4K	-$780K	1	0.01%	Reduced
857	EP Edinburgh Partners Edinburgh, United Kingdom	$51K	$0	1	0.01%	Maintained
858	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$47K	-$136K	1	0.01%	Reduced
859	CAL Capital Advisors Ltd Shaker Heights, Ohio	$44K	-$10.6K	3	0.02%	Reduced
860	PSC Prentiss Smith & Co Brattleboro, Vermont	$42K	+$7.38K	1	0.02%	Increased
861	LFR Lehman Financial Resources Media, Pennsylvania	$41K	$0	1	0.02%	Maintained
862	AC Amici Capital New York	$38K	$0	1	0%	Maintained
863	FFC First Financial Corp Terre Haute, Indiana	$38K	-$5.91K	1	0.02%	Reduced
864	SignatureFD Atlanta, Georgia	$38K	+$26.5K	2	0.01%	Increased
865	HPBT High Point Bank & Trust High Point, North Carolina	$36K	+$17.7K	1	0.01%	Increased
866	Colony Group Boston, Massachusetts	$35K	+$32.9K	3	0%	Increased
867	TCCM Timber Creek Capital Management Boston, Massachusetts	$35K	$0	1	0.03%	Maintained
868	UFA US Financial Advisors Braintree, Massachusetts	$35K	+$39K	2	0.06%	Increased
869	AW Alpha Windward Westwood, Massachusetts	$33K	$0	1	0.02%	Maintained
870	AssetMark Inc Concord, California	$33K	-$1.24M	1	0%	Reduced
871	FI FCM Investments Dallas, Texas	$31K	$0	1	0.02%	Maintained
872	Gradient Investments Arden Hills, Minnesota	$29K	-$3.19M	2	0%	Reduced
873	MCF Advisors Covington, Kentucky	$29K	$0	1	0.01%	Maintained
874	CHP Cable Hill Partners Portland, Oregon	$28K	-$27K	2	0.02%	Reduced
875	LWM LBA Wealth Management Jacksonville, Florida	$27K	$0	1	0.02%	Maintained