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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	M MOTCO San Antonio, Texas	$132K	$0	1	0.02%	Maintained
877	Tower Research Capital (TRC) New York	$129K	+$1.54K	6	0.01%	Increased
878	Brown Brothers Harriman & Co New York	$126K	-$62.4K	1	0%	Reduced
879	FMT First Mercantile Trust Cordova, Tennessee	$124K	-$204K	1	0.01%	Reduced
880	WIC Woodmont Investment Counsel Nashville, Tennessee	$122K	+$127K	1	0.04%	New
881	KLWA Kelly Lawrence W & Associates Pasadens, California	$121K	+$127K	1	0.02%	New
882	KT Kanaly Trust Houston, Texas	$120K	+$20.3K	2	0.02%	Increased
883	DA Dunvegan Associates Santa Barbara, California	$118K	$0	1	0.13%	Maintained
884	IAS IMA Advisory Services Denver, Colorado	$116K	+$121K	1	0.06%	New
885	MIC MU Investments Company Tokyo, Japan	$114K	$0	1	0.05%	Maintained
886	CB Community Bank Dewitt, New York	$112K	$0	1	0.03%	Maintained
887	RA Rational Advisors Huntington, New York	$105K	+$98.8K	1	0.03%	Increased
888	SCM Scopia Capital Management New York	$103K	$0	1	0%	Maintained
889	CCM Condor Capital Management Martinsville, New Jersey	$102K	+$3.3K	1	0.02%	Increased
890	CFA Carroll Financial Associates Charlotte, North Carolina	$92K	+$11.9K	1	0.02%	Increased
891	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$92K	-$642K	2	0.03%	Reduced
892	Simplex Trading Chicago, Illinois	$89K	-$52K	3	0.01%	Reduced
893	VFA Virtus Fund Advisers Hartford, Connecticut	$89K	$0	1	0%	Maintained
894	Picton Mahoney Asset Management Toronto, Ontario, Canada	$88K	$0	1	0%	Maintained
895	AF Arrow Financial Glens Falls, New York	$84K	$0	1	0.02%	Maintained
896	FWM Focused Wealth Management Newburgh, New York	$83K	-$10.9K	3	0.05%	Reduced
897	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$82K	-$11K	2	0.04%	Reduced
898	SEC Seven Eight Capital New York	$81K	+$84.6K	1	0.1%	New
899	Group One Trading Chicago, Illinois	$77K	+$85.2K	1	0%	Increased
900	RFA Reilly Financial Advisors La Mesa, California	$75K	-$189K	2	0.01%	Reduced