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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	Rockefeller Financial Services New York	$405K	$0	1	0.01%	Maintained
852	BCM Bayesian Capital Management Brooklyn, New York	$402K	+$385K	1	0.08%	New
853	HA Hays Advisory Franklin, Tennessee	$402K	+$69.1K	1	0.14%	Increased
854	SIA SeaBridge Investment Advisors Summit, New Jersey	$402K	$0	1	0.09%	Maintained
855	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$395K	-$147K	1	0.34%	Reduced
856	EARNEST Partners Atlanta, Georgia	$391K	+$31.9K	2	0%	Increased
857	RIG Roosevelt Investment Group New York	$390K	+$384K	1	0.04%	New
858	WA Wheatland Advisors Lancaster, Pennsylvania	$390K	$0	1	0.32%	Maintained
859	AC Abbrea Capital Greenbrae, California	$384K	$0	1	0.13%	Maintained
860	FGC Financial Gravity Companies Lakeway, Texas	$380K	+$352K	2	0.44%	New
861	CS Comerica Securities Detroit, Michigan	$379K	+$8.09K	1	0.05%	Increased
862	EWM Evermay Wealth Management Arlington, Virginia	$377K	+$371K	1	0.14%	New
863	HAM Highstreet Asset Management London, Ontario, Canada	$376K	-$764K	1	0.02%	Reduced
864	NFGCM Norman Fields Gottscho Capital Management New York	$375K	$0	1	0.21%	Maintained
865	B Bellecapital Zurich, Switzerland	$373K	+$61.3K	1	0.3%	Increased
866	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$370K	$0	1	0.04%	Maintained
867	KSA Ken Stern & Associates San Diego, California	$369K	-$2.72K	1	0.16%	Reduced
868	Hills Bank & Trust North Liberty, Iowa	$366K	-$7.77K	1	0.11%	Reduced
869	TC Telemus Capital Southfield, Michigan	$365K	-$1.01M	1	0.03%	Reduced
870	PC Port Capital Chicago, Illinois	$361K	+$355K	1	0.05%	New
871	NB Northwest Bancshares Warren, Pennsylvania	$360K	+$354K	1	0.15%	New
872	KTM Keeler Thomas Management Orem, Utah	$355K	+$342K	2	0.33%	New
873	PP PDS Planning Dublin, Ohio	$355K	+$350K	1	0.36%	New
874	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$353K	+$23.3K	1	0.02%	Increased
875	Summit Trail Advisors New York	$353K	+$334K	3	0.04%	New