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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	TCB Texas Capital Bancshares Dallas, Texas	$216K	-$8.96K	1	0.14%	Reduced
877	Thomaspartners Boston, Massachusetts	$214K	$0	1	0%	Maintained
878	WAM Wood Asset Management Sarasota, Florida	$214K	+$206K	1	0.07%	New
879	PCM Parsons Capital Management Providence, Rhode Island	$213K	+$2.42K	1	0.03%	Increased
880	Highbridge Capital Management New York	$212K	-$4.21M	1	0%	Reduced
881	TFCP Twin Focus Capital Partners Boston, Massachusetts	$212K	+$203K	1	0.24%	New
882	CCM Concourse Capital Management Atlanta, Georgia	$211K	$0	1	0.13%	Maintained
883	HCM Harvest Capital Management Concord, New Hampshire	$209K	$0	1	0.1%	Maintained
884	BWP Baldwin Wealth Partners Marion, Massachusetts	$208K	+$200K	1	0.03%	New
885	GLI Guardian Life Insurance New York	$208K	+$1.56K	1	0.02%	Increased
886	SNS Financial Group Minneapolis, Minnesota	$208K	+$200K	1	0.08%	New
887	PMG ProVise Management Group Clearwater, Florida	$207K	$0	1	0.04%	Maintained
888	TF Tompkins Financial Ithaca, New York	$206K	+$84.1K	2	0.05%	Increased
889	BRWM B. Riley Wealth Management Memphis, Tennessee	$205K	+$8.09K	2	0.13%	Increased
890	TCTC Holdings Dallas, Texas	$203K	+$195K	1	0.01%	New
891	HCM Herndon Capital Management Atlanta, Georgia	$203K	$0	1	0%	Maintained
892	MSI Financial Services Springfield, Massachusetts	$202K	-$26.6K	3	0.03%	Reduced
893	SIC Shoker Investment Counsel Oxford, Ohio	$202K	+$195K	1	0.18%	New
894	NCA NCM Capital Advisers Durham, North Carolina	$201K	$0	1	0.3%	Maintained
895	Dana Investment Advisors Waukesha, Wisconsin	$200K	+$192K	1	0.01%	New
896	EARNEST Partners Atlanta, Georgia	$198K	-$726	1	0%	Reduced
897	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$195K	$0	1	0.16%	Maintained
898	PSI Pinnacle Summer Investments Fairfax, Virginia	$185K	+$59.4K	1	0.02%	Increased
899	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$177K	+$170K	1	0%	New
900	WEC Winslow Evans & Crocker Boston, Massachusetts	$175K	+$18.7K	2	0.06%	Increased