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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	IGGA Iron Gate Global Advisors Nsl, Utah	$499K	$0	1	0.3%	Maintained
852	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$499K	$0	1	0.23%	Maintained
853	WP WealthSource Partners San Luis Obispo, California	$499K	+$65.7K	1	0.07%	Increased
854	Trexquant Investment Stamford, Connecticut	$498K	-$755K	1	0.04%	Reduced
855	CK Cohen Klingenstein New York	$492K	$0	1	0.03%	Maintained
856	PCS Personal CFO Solutions Chester, New Jersey	$492K	+$479K	1	0.2%	New
857	Eventide Asset Management Boston, Massachusetts	$490K	-$672K	2	0.02%	Reduced
858	Tocqueville Asset Management New York	$485K	+$12.7K	1	0.01%	Increased
859	SC SRB Corp Boston, Massachusetts	$483K	-$34.8K	1	0.04%	Reduced
860	Centiva Capital New York	$482K	+$60.8K	1	0.03%	Increased
861	CPA Court Place Advisors Ellicott City, Maryland	$481K	-$20.3K	1	0.19%	Reduced
862	GAM Griffin Asset Management New York	$481K	-$49.3K	1	0.07%	Reduced
863	B Bellecapital Zurich, Switzerland	$479K	$0	1	0.29%	Maintained
864	BAC Boys Arnold & Co Asheville, North Carolina	$476K	+$211K	1	0.07%	Increased
865	CCA Cobblestone Capital Advisors Rochester, New York	$475K	+$50.6K	1	0.05%	Increased
866	Salem Investment Counselors Winston Salem, North Carolina	$474K	-$23.3K	1	0.04%	Reduced
867	NewEdge Advisors New Orleans, Louisiana	$473K	+$146K	1	0.02%	Increased
868	AWM Altium Wealth Management Purchase, New York	$471K	-$4.46K	1	0.06%	Reduced
869	EH Employers Holdings Reno, Nevada	$469K	+$457K	1	0.24%	New
870	HA Harfst & Associates Sheridan, Wyoming	$469K	+$458K	1	0.19%	New
871	Ossiam Paris, France	$468K	+$95.1K	1	0.03%	Increased
872	HM Payson & Co Portland, Maine	$460K	-$85.8K	3	0.02%	Reduced
873	Parallax Volatility Advisers San Francisco, California	$460K	-$57K	1	0%	Reduced
874	Sowell Financial Services North Little Rock, Arkansas	$455K	+$442K	3	0.04%	New
875	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$452K	-$9.07K	1	0.03%	Reduced