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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	WI Wedgewood Investors Erie, Pennsylvania	$351K	-$6.53K	1	0.29%	Reduced
877	ACM AlphaStar Capital Management Cornelius, North Carolina	$349K	+$343K	1	0.09%	New
878	Fulton Bank Lancaster, Pennsylvania	$348K	-$8.24K	1	0.02%	Reduced
879	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$346K	+$143K	2	0.17%	Increased
880	AF Advisornet Financial Minnetonka, Minnesota	$345K	+$338K	2	0.05%	New
881	Perpetual Ltd Sydney, New South Wales, Australia	$345K	+$38.9K	1	0.04%	Increased
882	BII Bainco International Investors Boston, Massachusetts	$340K	+$328K	1	0.05%	New
883	Savant Capital Rockford, Illinois	$340K	+$16K	1	0.07%	Increased
884	Loews Corp New York	$339K	$0	1	0%	Maintained
885	VCA Verdence Capital Advisors Hunt Valley, Maryland	$339K	+$324K	1	0.08%	New
886	DA Dillon & Associates Jackson, Michigan	$332K	+$15.5K	1	0.13%	Increased
887	IIM Ironwood Investment Management Boston, Massachusetts	$332K	$0	1	0.24%	Maintained
888	PCM Prelude Capital Management New York	$331K	+$326K	1	0.03%	New
889	Heritage Investors Management Corp Bethesda, Maryland	$326K	-$62.2K	1	0.02%	Reduced
890	HighPoint Advisor Group Downers Grove, Illinois	$323K	+$21.2K	1	0.09%	Increased
891	IIM Ipswich Investment Management Beverly, Massachusetts	$323K	$0	1	0.14%	Maintained
892	RCS Retirement Capital Strategies San Jose, California	$323K	+$318K	1	0.17%	New
893	AFM Anson Funds Management Dallas, Texas	$321K	+$338K	1	0.22%	New
894	CA Capital Advantage Walnut Creek, California	$320K	+$314K	1	0.08%	New
895	Cetera Advisor Networks El Segundo, California	$319K	-$1.79K	1	0.01%	Reduced
896	CA Cambridge Advisors Omaha, Nebraska	$316K	-$25.7K	1	0.11%	Reduced
897	CBU CIBC Bank USA Chicago, Illinois	$316K	$0	1	0.04%	Maintained
898	Choreo LLC Rockford, Illinois	$313K	+$77.9K	1	0.04%	Increased
899	TCB Texas Capital Bancshares Dallas, Texas	$311K	$0	1	0.7%	Maintained
900	MCM Manchester Capital Management Manchester, Vermont	$308K	$0	1	0.05%	Maintained