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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
926	GAM Gemmer Asset Management Walnut Creek, California	$34K	+$33.6K	2	0.02%	New
927	HCM Highlander Capital Management Short Hills, New Jersey	$32.2K	$0	1	0.03%	Maintained
928	Capital Analysts LLC Fort Washington, Pennsylvania	$30.3K	-$17.2K	1	0.01%	Reduced
929	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$30K	+$2.29K	2	0.04%	Increased
930	HPBT High Point Bank & Trust High Point, North Carolina	$30K	$0	1	0.01%	Maintained
931	ARC Absolute Return Capital Boston, Massachusetts	$26K	+$27.9K	1	0%	New
932	FBT Founders Bank & Trust Grand Rapids, Michigan	$25K	$0	1	0.01%	Maintained
933	Waverly Advisors Birmingham, Alabama	$24K	-$884	2	0.01%	Reduced
934	ARMC American Research & Management Company Marion, Massachusetts	$23K	-$5.09K	1	0.01%	Reduced
935	Luther King Capital Management (LKCM) Fort Worth, Texas	$23K	-$3.77M	1	0%	Reduced
936	FFC First Financial Corp Terre Haute, Indiana	$22K	+$21.4K	1	0.01%	New
937	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$22K	$0	1	0.02%	Maintained
938	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$22K	-$4K	1	0%	Reduced
939	PSC Prentiss Smith & Co Brattleboro, Vermont	$21K	$0	1	0.01%	Maintained
940	SignatureFD Atlanta, Georgia	$21K	-$8.78K	2	0.01%	Reduced
941	IRS Invictus RG (Singapore) Singapore	$20K	+$19.5K	1	0.02%	New
942	NIM NuWave Investment Management Parsippany, New Jersey	$19K	+$16.6K	1	0.06%	Increased
943	Colony Group Boston, Massachusetts	$18K	+$17.9K	2	0%	New
944	First Horizon Advisors Memphis, Tennessee	$18K	-$1.04K	2	0%	Reduced
945	H Hexavest Montreal, Quebec, Canada	$18K	$0	1	0%	Maintained
946	IMS Index Management Solutions Philadelphia, Pennsylvania	$18K	-$9.36K	1	0%	Reduced
947	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$17K	$0	2	0%	Maintained
948	BE Bonness Enterprises Washington, District of Columbia	$17K	$0	1	0.01%	Maintained
949	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.2K	+$17.5K	1	0.01%	New
950	PR Payden & Rygel Los Angeles, California	$16K	+$15.5K	1	0.01%	New