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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	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$150K	+$150K	1	0.12%	New
877	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$146K	+$142K	1	0.01%	New
878	TF Tompkins Financial Ithaca, New York	$145K	+$6.98K	2	0.04%	Increased
879	GLI Guardian Life Insurance New York	$141K	-$43.7K	1	0.01%	Reduced
880	Simplex Trading Chicago, Illinois	$140K	-$285K	2	0.02%	Reduced
881	SCA Strategic Capital Alternatives Gig Harbor, United States	$138K	+$136K	2	0.03%	New
882	SNT Security National Trust Wheeling, West Virginia	$135K	+$45.5K	2	0.05%	Increased
883	M MOTCO San Antonio, Texas	$133K	+$5.1K	1	0.01%	Increased
884	Tower Research Capital (TRC) New York	$127K	-$113K	3	0.02%	Reduced
885	SCM Scopia Capital Management New York	$126K	+$147K	1	0%	New
886	CCM Condor Capital Management Martinsville, New Jersey	$122K	+$142K	1	0.03%	New
887	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$122K	$0	1	0.02%	Maintained
888	WEC Winslow Evans & Crocker Boston, Massachusetts	$121K	-$424	1	0.03%	Reduced
889	DA Dunvegan Associates Santa Barbara, California	$120K	$0	1	0.11%	Maintained
890	MIC MU Investments Company Tokyo, Japan	$115K	$0	1	0.05%	Maintained
891	CB Community Bank Dewitt, New York	$113K	-$2.52K	1	0.03%	Reduced
892	BCM Blume Capital Management Berkeley, California	$106K	+$41.2K	1	0.07%	Increased
893	KT Kanaly Trust Houston, Texas	$101K	-$781K	2	0.02%	Reduced
894	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$95K	-$17.8K	3	0.04%	Reduced
895	FWM Focused Wealth Management Newburgh, New York	$94K	+$204	3	0.06%	Increased
896	Picton Mahoney Asset Management Toronto, Ontario, Canada	$90K	+$14.8K	1	0%	Increased
897	VFA Virtus Fund Advisers Hartford, Connecticut	$90K	-$37.3K	1	0%	Reduced
898	First Horizon Advisors Memphis, Tennessee	$86K	+$6.59K	3	0.01%	Increased
899	AF Arrow Financial Glens Falls, New York	$85K	$0	1	0.02%	Maintained
900	CCM Concourse Capital Management Atlanta, Georgia	$83K	+$97K	1	0.05%	New