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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
901	GAM Gemmer Asset Management Walnut Creek, California	$40K	+$820	3	0.02%	Increased
902	TCCM Timber Creek Capital Management Boston, Massachusetts	$39K	$0	1	0.03%	Maintained
903	CHP Cable Hill Partners Portland, Oregon	$38K	-$30.7K	2	0.03%	Reduced
904	TDC Thompson Davis & Co Richmond, Virginia	$35K	+$32.4K	1	0.06%	Increased
905	BAM Bruderman Asset Management Locust Valley, New York	$33K	+$1.72K	1	0.01%	Increased
906	FFC First Financial Corp Terre Haute, Indiana	$33K	-$42.4K	1	0.02%	Reduced
907	Global X Management Company New York	$33K	+$19.3K	1	0%	Increased
908	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$27K	$0	1	0.03%	Maintained
909	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$27K	-$2.42M	1	0.02%	Reduced
910	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$26K	+$1.84K	2	0%	Increased
911	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$21K	$0	1	0.01%	Maintained
912	Krilogy Financial St. Louis, Missouri	$21K	$0	1	0.01%	Maintained
913	ACS Archford Capital Strategies Swansea, Illinois	$19K	+$19.4K	1	0.01%	New
914	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$19K	-$132K	2	0.02%	Reduced
915	CCM Cribstone Capital Management Augusta, Maine	$19K	+$20K	1	0.01%	New
916	Brown Brothers Harriman & Co New York	$18K	+$13K	1	0%	Increased
917	NHFG New Harbor Financial Group Worcester, Massachusetts	$18K	$0	1	0.02%	Maintained
918	KPCM Kings Point Capital Management Great Neck, New York	$17K	$0	1	0%	Maintained
919	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$16K	+$123	1	0.02%	Increased
920	MFW Mosaic Family Wealth St. Louis, Missouri	$16K	-$104K	1	0.01%	Reduced
921	BKA Brick & Kyle Associates Newtown, Pennsylvania	$15K	$0	1	0.01%	Maintained
922	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$14.5K	$0	1	0.01%	Maintained
923	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$14.2K	$0	1	0.01%	Maintained
924	H Hexavest Montreal, Quebec, Canada	$14K	$0	1	0%	Maintained
925	LJHT Laurie J. Hall Trustee	$14K	+$8.6K	1	0.01%	Increased