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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	FIB First Interstate Bank Billings, Montana	$194K	$0	2	0.04%	Maintained
852	ACM AUA Capital Management Camp Hill, Pennsylvania	$193K	+$189K	1	0.18%	New
853	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$193K	+$14.2K	2	0.1%	Increased
854	GBT Grove Bank & Trust Miami, Florida	$179K	+$175K	2	0.14%	New
855	YWP YorkBridge Wealth Partners New York	$178K	+$174K	1	0.11%	New
856	SC SRB Corp Boston, Massachusetts	$176K	+$17.6K	1	0.02%	Increased
857	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$169K	$0	1	0.13%	Maintained
858	Addenda Capital Montreal, Quebec, Canada	$166K	$0	1	0.01%	Maintained
859	DBT Dubuque Bank & Trust Dubuque, Iowa	$152K	$0	2	0.03%	Maintained
860	ADL Asset Dedication LLC San Francisco, California	$149K	$0	1	0.09%	Maintained
861	Penserra Capital Management Orinda, California	$140K	+$19.7K	1	0.02%	Increased
862	ZB Zions Bancorporation Salt Lake City, Utah	$135K	+$9.65K	2	0.02%	Increased
863	CCM Condor Capital Management Martinsville, New Jersey	$129K	$0	1	0.03%	Maintained
864	Quadrant Capital Group Cincinnati, Ohio	$128K	-$782	3	0.06%	Reduced
865	Fuller & Thaler Asset Management San Mateo, California	$127K	+$125K	1	0%	New
866	CPA Clear Perspective Advisors Aurora, Illinois	$122K	+$119K	1	0.08%	New
867	Evercore Wealth Management New York	$118K	+$6.56K	1	0%	Increased
868	GLI Guardian Life Insurance New York	$116K	+$1.18K	1	0.02%	Increased
869	OFW Omnia Family Wealth Aventura, Florida	$110K	+$108K	1	0.05%	New
870	PFS Physicians Financial Services Raleigh, North Carolina	$110K	$0	1	0.09%	Maintained
871	ECM Elgethun Capital Management Sioux Falls, South Dakota	$108K	+$105K	1	0.08%	New
872	WEC Winslow Evans & Crocker Boston, Massachusetts	$104K	-$167K	3	0.03%	Reduced
873	Benjamin F. Edwards & Company St. Louis, Missouri	$103K	$0	1	0.02%	Maintained
874	Citizens Financial Group Providence, Rhode Island	$102K	+$21.1K	2	0.01%	Increased
875	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$98K	-$4.07K	2	0.02%	Reduced