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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	AIM Anchor Investment Management Columbia, South Carolina	$65.7K	$0	1	0.03%	Maintained
877	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$64K	-$525	1	0%	Reduced
878	FWM Focused Wealth Management Newburgh, New York	$63K	+$65	3	0.03%	Increased
879	AC Amici Capital New York	$61K	$0	1	0.02%	Maintained
880	CAL Capital Advisors Ltd Shaker Heights, Ohio	$57K	$0	3	0.03%	Maintained
881	AW Alpha Windward Westwood, Massachusetts	$54K	$0	1	0.04%	Maintained
882	CJA C-J Advisory San Jose, California	$54K	+$52.9K	2	0.05%	New
883	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$54K	+$32.5K	2	0.05%	Increased
884	LWM LBA Wealth Management Jacksonville, Florida	$54K	+$3.23K	1	0.03%	Increased
885	PSC Prentiss Smith & Co Brattleboro, Vermont	$46K	$0	1	0.03%	Maintained
886	GAM Gemmer Asset Management Walnut Creek, California	$45K	+$963	3	0.02%	Increased
887	OC Oakworth Capital Birmingham, Alabama	$45K	$0	1	0.02%	Maintained
888	TCCM Timber Creek Capital Management Boston, Massachusetts	$45K	$0	1	0.04%	Maintained
889	PCA Peddock Capital Advisors Braintree, Massachusetts	$44K	+$43.5K	1	0.03%	New
890	1832 Asset Management Toronto, Ontario, Canada	$38K	-$14K	1	0%	Reduced
891	CHP Cable Hill Partners Portland, Oregon	$37K	-$3.43K	2	0.03%	Reduced
892	RFA Reilly Financial Advisors La Mesa, California	$37K	-$16.9K	2	0.01%	Reduced
893	BAM Bruderman Asset Management Locust Valley, New York	$36K	+$323	1	0.01%	Increased
894	QAM QCI Asset Management Pittsford, New York	$34K	-$15.8K	1	0%	Reduced
895	Perigon Wealth Management San Francisco, California	$31K	+$26.4K	2	0.01%	Increased
896	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$29K	$0	1	0.03%	Maintained
897	Country Trust Bank Bloomington, Illinois	$27K	-$19.4K	1	0%	Reduced
898	FFC First Financial Corp Terre Haute, Indiana	$26K	-$9.7K	1	0.02%	Reduced
899	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$25K	-$4K	1	0%	Reduced
900	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$25K	-$82.2K	2	0.01%	Reduced