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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	FFC First Financial Corp Terre Haute, Indiana	$65K	+$27.1K	1	0.03%	Increased
852	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$63K	+$38.7K	2	0.04%	Increased
853	Brown Brothers Harriman & Co New York	$58K	-$44.9K	1	0%	Reduced
854	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$57K	-$18.2K	1	0%	Reduced
855	SIM Sonora Investment Management Tucson, Arizona	$57K	-$41.2K	1	0.01%	Reduced
856	WP WealthPLAN Partners Omaha, Nebraska	$56.2K	+$301K	2	0.01%	New
857	FWM Focused Wealth Management Newburgh, New York	$53K	+$54	3	0.03%	Increased
858	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$53K	$0	1	0.01%	Maintained
859	EP Edinburgh Partners Edinburgh, United Kingdom	$52K	$0	1	0.01%	Maintained
860	GAM Gemmer Asset Management Walnut Creek, California	$52K	$0	2	0.03%	Maintained
861	AIM Assured Investment Management New York	$47K	+$48.8K	1	0%	New
862	Twin Tree Management Dallas, Texas	$47K	+$48.9K	1	0%	New
863	CAL Capital Advisors Ltd Shaker Heights, Ohio	$45K	$0	3	0.02%	Maintained
864	AW Alpha Windward Westwood, Massachusetts	$43K	+$9.42K	1	0.03%	Increased
865	PSC Prentiss Smith & Co Brattleboro, Vermont	$43K	$0	1	0.02%	Maintained
866	ZB Zions Bancorporation Salt Lake City, Utah	$42K	+$17.1K	2	0.01%	Increased
867	BAM Bruderman Asset Management Locust Valley, New York	$41K	-$13.4K	1	0.02%	Reduced
868	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$39K	+$29.8K	1	0.04%	New
869	LWM LBA Wealth Management Jacksonville, Florida	$37K	+$9.91K	1	0.02%	Increased
870	GBT Grove Bank & Trust Miami, Florida	$36K	+$37.1K	1	0.03%	New
871	HPBT High Point Bank & Trust High Point, North Carolina	$36K	$0	1	0.01%	Maintained
872	RFA Reilly Financial Advisors La Mesa, California	$36K	-$23.8K	1	0.01%	Reduced
873	TCCM Timber Creek Capital Management Boston, Massachusetts	$35K	$0	1	0.03%	Maintained
874	Tower Research Capital (TRC) New York	$31K	+$22.1K	4	0.01%	Increased
875	OC Oakworth Capital Birmingham, Alabama	$27K	+$24K	1	0.01%	New