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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	KSA Ken Stern & Associates San Diego, California	$399K	$0	1	0.17%	Maintained
902	OCG Opus Capital Group Cincinnati, Ohio	$396K	-$98.8K	1	0.09%	Reduced
903	F.L. Putnam Investment Management Lynnfield, Massachusetts	$395K	+$55K	1	0.04%	Increased
904	PP PDS Planning Dublin, Ohio	$393K	+$3.11K	1	0.34%	Increased
905	PAM Palisade Asset Management Minneapolis, Minnesota	$389K	-$13.6K	1	0.05%	Reduced
906	NewEdge Advisors New Orleans, Louisiana	$387K	+$20.4K	1	0.03%	Increased
907	FineMark National Bank & Trust Fort Myers, Florida	$382K	-$374K	1	0.02%	Reduced
908	Perpetual Ltd Sydney, New South Wales, Australia	$382K	$0	1	0.05%	Maintained
909	Savant Capital Rockford, Illinois	$382K	-$8.67K	1	0.07%	Reduced
910	DA Dillon & Associates Jackson, Michigan	$380K	+$818	1	0.13%	Increased
911	RIM Rampart Investment Management Hartford, Connecticut	$379K	+$160K	1	0.17%	Increased
912	Mount Yale Investment Advisors Denver, Colorado	$377K	-$38.3K	2	0.07%	Reduced
913	MCM Manchester Capital Management Manchester, Vermont	$370K	$0	2	0.05%	Maintained
914	PHK Point72 Hong Kong Hong Kong	$370K	+$160K	1	0.13%	Increased
915	1WA 180 Wealth Advisors Federal Way, Washington	$369K	-$74.6K	1	0.17%	Reduced
916	Eagle Asset Management St Petersburg, Florida	$364K	+$28.1K	1	0%	Increased
917	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$362K	+$87.9K	1	0.02%	Increased
918	Fulton Bank Lancaster, Pennsylvania	$360K	-$50.7K	1	0.02%	Reduced
919	CT Chicago Trust Grayslake, Illinois	$357K	-$17.2K	1	0.14%	Reduced
920	WI Wedgewood Investors Erie, Pennsylvania	$357K	$0	1	0.57%	Maintained
921	IIM Ironwood Investment Management Boston, Massachusetts	$356K	$0	1	0.25%	Maintained
922	Altshuler Shaham Tel Aviv, Israel	$355K	+$314K	1	0.02%	Increased
923	RCS Retirement Capital Strategies San Jose, California	$355K	$0	1	0.18%	Maintained
924	Fayez Sarofim & Co Houston, Texas	$354K	$0	1	0%	Maintained
925	FPFS First Personal Financial Services Charlotte, North Carolina	$353K	-$22K	2	0.11%	Reduced