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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	GSC Ground Swell Capital Folly Beach, South Carolina	$100K	+$71.7K	5	0.19%	Increased
877	IC Inverness Counsel New York	$100K	$0	1	0.01%	Maintained
878	CFA Carroll Financial Associates Charlotte, North Carolina	$95K	-$2K	1	0.03%	Reduced
879	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$93K	$0	1	0.06%	Maintained
880	First Horizon Advisors Memphis, Tennessee	$79K	+$60.7K	2	0.01%	Increased
881	FGA Flood Gamble Associates New York	$79K	$0	1	0.04%	Maintained
882	TDC Thompson Davis & Co Richmond, Virginia	$78K	+$31.6K	1	0.1%	Increased
883	CAL Capital Advisors Ltd Shaker Heights, Ohio	$73K	$0	2	0.04%	Maintained
884	SNT Security National Trust Wheeling, West Virginia	$72K	+$14.2K	1	0.03%	Increased
885	Picton Mahoney Asset Management Toronto, Ontario, Canada	$67K	-$57.9K	1	0%	Reduced
886	EP Edinburgh Partners Edinburgh, United Kingdom	$63K	$0	1	0.01%	Maintained
887	MAS Madden Advisory Services Jacksonville, Florida	$63K	$0	1	0.03%	Maintained
888	VNB Valley National Bancorp New York	$63K	$0	1	0.07%	Maintained
889	PIA Piedmont Investment Advisors Durham, North Carolina	$56.3K	-$1.7K	1	0%	Reduced
890	Wealthfront Palo Alto, California	$56K	-$33.6K	1	0%	Reduced
891	LFR Lehman Financial Resources Media, Pennsylvania	$51K	$0	1	0.03%	Maintained
892	CA CapWealth Advisors Franklin, Tennessee	$45K	$0	1	0.01%	Maintained
893	TCCM Timber Creek Capital Management Boston, Massachusetts	$44K	$0	1	0.04%	Maintained
894	O'Shaughnessy Asset Management Stamford, Connecticut	$43K	+$44.3K	1	0%	New
895	FFC First Financial Corp Terre Haute, Indiana	$41K	+$10.6K	1	0.02%	Increased
896	AW Alpha Windward Westwood, Massachusetts	$38K	$0	1	0.03%	Maintained
897	FI FCM Investments Dallas, Texas	$38K	$0	1	0.02%	Maintained
898	Capital Analysts LLC Fort Washington, Pennsylvania	$36.9K	+$213	1	0.01%	Increased
899	NES New England Securities New York	$36K	-$1.21K	2	0.01%	Reduced
900	Farmers & Merchants Investments Inc Lincoln, Nebraska	$34K	-$47.2K	2	0%	Reduced