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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	MCM Manchester Capital Management Manchester, Vermont	$329K	+$17.8K	1	0.05%	Increased
877	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$328K	$0	1	0.03%	Maintained
878	RCS Retirement Capital Strategies San Jose, California	$327K	$0	1	0.17%	Maintained
879	Fayez Sarofim & Co Houston, Texas	$326K	+$16.4K	1	0%	Increased
880	Heritage Investors Management Corp Bethesda, Maryland	$325K	-$4.76K	1	0.02%	Reduced
881	Park Avenue Securities New York	$324K	+$342K	1	0.07%	New
882	Cetera Advisor Networks El Segundo, California	$323K	+$3.36K	1	0.01%	Increased
883	WP WMS Partners Towson, Maryland	$323K	-$410K	1	0.04%	Reduced
884	FWM Focused Wealth Management Newburgh, New York	$316K	+$78K	3	0.1%	Increased
885	TCB Texas Capital Bancshares Dallas, Texas	$314K	$0	1	0.74%	Maintained
886	Choreo LLC Rockford, Illinois	$311K	-$5.83K	1	0.04%	Reduced
887	KTM Keeler Thomas Management Orem, Utah	$308K	-$7K	1	0.31%	Reduced
888	DCM Delpha Capital Management New York	$307K	+$150K	1	0.42%	Increased
889	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$307K	$0	1	0.08%	Maintained
890	SAA Southeast Asset Advisors Thomasville, Georgia	$304K	$0	1	0.09%	Maintained
891	CA Capital Advantage Walnut Creek, California	$303K	-$20.6K	1	0.07%	Reduced
892	Luther King Capital Management (LKCM) Fort Worth, Texas	$303K	-$246K	2	0%	Reduced
893	Penserra Capital Management Orinda, California	$303K	+$24.6K	1	0.03%	Increased
894	Eagle Asset Management St Petersburg, Florida	$302K	+$39.8K	1	0%	Increased
895	Inspire Investing Meridian, Idaho	$300K	-$1.34K	1	0.31%	Reduced
896	CA Cambridge Advisors Omaha, Nebraska	$299K	+$20.6K	1	0.11%	Increased
897	Hills Bank & Trust North Liberty, Iowa	$296K	-$75.9K	1	0.09%	Reduced
898	AIM Assured Investment Management New York	$294K	+$309K	1	0.01%	New
899	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$292K	-$108K	1	0.05%	Reduced
900	LIM Leavell Investment Management Mobile, Alabama	$291K	$0	1	0.03%	Maintained