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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	Benjamin F. Edwards & Company St. Louis, Missouri	$101K	-$67.5K	1	0.02%	Reduced
852	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$101K	-$2.85K	2	0.03%	Reduced
853	VCM Versant Capital Management Phoenix, Arizona	$100K	+$181	3	0.06%	Increased
854	WP WealthPLAN Partners Omaha, Nebraska	$93K	-$25K	2	0.03%	Reduced
855	AC Alexandria Capital Arlington, Virginia	$92K	-$647	1	0.02%	Reduced
856	CCM Concourse Capital Management Atlanta, Georgia	$91K	$0	1	0.06%	Maintained
857	VFA Virtus Fund Advisers Hartford, Connecticut	$87K	$0	1	0%	Maintained
858	CFA Carroll Financial Associates Charlotte, North Carolina	$86K	-$6K	1	0.01%	Reduced
859	SBL Sargent Bickham Lagudis Boulder, Colorado	$85K	+$38.1K	1	0.01%	Increased
860	WA WFG Advisors Dallas, Texas	$85K	-$18.9K	2	0.02%	Reduced
861	JCM Jacobi Capital Management Pittston, Pennsylvania	$84K	-$69.3K	2	0.04%	Reduced
862	AF Arrow Financial Glens Falls, New York	$82K	$0	1	0.02%	Maintained
863	Citizens Financial Group Providence, Rhode Island	$82K	-$2.12K	2	0.01%	Reduced
864	EDRM Edmond de Rothschild (Monaco) Monaco	$81K	+$79.5K	1	0.07%	New
865	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$81K	$0	2	0.04%	Maintained
866	PCP Proficio Capital Partners Newton, Massachusetts	$81K	$0	2	0.05%	Maintained
867	Picton Mahoney Asset Management Toronto, Ontario, Canada	$74K	-$17.5K	1	0.01%	Reduced
868	SIM Sonora Investment Management Tucson, Arizona	$72.3K	$0	1	0.02%	Maintained
869	CYG Clean Yield Group Norwich, Vermont	$71K	+$55K	3	0.03%	Increased
870	M MOTCO San Antonio, Texas	$70K	+$66.2K	1	0.01%	Increased
871	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$67K	$0	1	0.01%	Maintained
872	EP Edinburgh Partners Edinburgh, United Kingdom	$66K	$0	1	0.01%	Maintained
873	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$66K	-$19.4K	1	0.02%	Reduced
874	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$66K	$0	1	0.03%	Maintained
875	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$66K	$0	1	0.01%	Maintained