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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
876	BRWM B. Riley Wealth Management Memphis, Tennessee	$192K	+$189K	2	0.14%	New
877	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$190K	$0	1	0.16%	Maintained
878	LC Lubar & Co Milwaukee, Wisconsin	$171K	-$259K	1	0.14%	Reduced
879	DA Dunvegan Associates Santa Barbara, California	$161K	-$41K	1	0.14%	Reduced
880	Benjamin F. Edwards & Company St. Louis, Missouri	$156K	$0	2	0.04%	Maintained
881	WEC Winslow Evans & Crocker Boston, Massachusetts	$154K	+$54.7K	2	0.05%	Increased
882	FWM Focused Wealth Management Newburgh, New York	$147K	-$9.91K	3	0.12%	Reduced
883	M MOTCO San Antonio, Texas	$135K	$0	1	0.02%	Maintained
884	FBC Fairfield, Bush & Co Darien, Connecticut	$133K	$0	1	0.06%	Maintained
885	RIA Regal Investment Advisors Kentwood, Michigan	$132K	+$35.6K	1	0.06%	Increased
886	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$127K	+$125K	1	0.04%	New
887	CFS Community Financial System Syracuse, New York	$127K	+$19.2K	1	0.03%	Increased
888	MIC MU Investments Company Tokyo, Japan	$126K	$0	1	0.06%	Maintained
889	AIM Acuity Investment Management Toronto, Ontario, Canada	$120K	-$273K	1	0.07%	Reduced
890	PSI Pinnacle Summer Investments Fairfax, Virginia	$116K	$0	1	0.01%	Maintained
891	TF Tompkins Financial Ithaca, New York	$116K	-$17.4K	1	0.03%	Reduced
892	IC Inverness Counsel New York	$114K	$0	1	0.01%	Maintained
893	Picton Mahoney Asset Management Toronto, Ontario, Canada	$113K	$0	1	0.01%	Maintained
894	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$110K	-$12.9K	1	0.08%	Reduced
895	CCM Condor Capital Management Martinsville, New Jersey	$107K	+$118K	1	0.03%	New
896	CFA Carroll Financial Associates Charlotte, North Carolina	$100K	+$10.8K	2	0.03%	Increased
897	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$99K	-$4K	2	0.05%	Reduced
898	Farmers & Merchants Investments Inc Lincoln, Nebraska	$94K	+$4.98K	2	0.01%	Increased
899	CAL Capital Advisors Ltd Shaker Heights, Ohio	$88K	+$54K	2	0.05%	Increased
900	Group One Trading Chicago, Illinois	$85K	+$49K	2	0%	Increased