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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	TC TradeLink Capital Chicago, Illinois	$64K	+$57.9K	1	0.09%	New
927	BCM Blume Capital Management Berkeley, California	$63K	+$64.9K	1	0.04%	New
928	SIM Spark Investment Management New York	$62K	+$88.8K	1	0.01%	New
929	VNB Valley National Bancorp New York	$59K	$0	1	0.07%	Maintained
930	TIM Tortoise Investment Management White Plains, New York	$54K	+$52.7K	1	0.02%	New
931	WRM Westport Resources Management Westport, Connecticut	$54K	-$1.33M	1	0.01%	Reduced
932	IC Inverness Counsel New York	$53K	$0	1	0%	Maintained
933	AW Alpha Windward Westwood, Massachusetts	$46K	+$4.81K	1	0.03%	Increased
934	OAM Oxford Asset Management Oxford, United Kingdom	$45K	+$63.8K	1	0%	New
935	FFC First Financial Corp Terre Haute, Indiana	$43K	$0	1	0.02%	Maintained
936	TCCM Timber Creek Capital Management Boston, Massachusetts	$43K	$0	1	0.03%	Maintained
937	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
938	Capital Analysts LLC Fort Washington, Pennsylvania	$39.8K	+$132	1	0.01%	Increased
939	IMS Index Management Solutions Philadelphia, Pennsylvania	$36K	+$1.45K	1	0.01%	Increased
940	LFR Lehman Financial Resources Media, Pennsylvania	$34K	-$19.8K	1	0.02%	Reduced
941	MassMutual Private Wealth & Trust Windsor, Connecticut	$31.4K	+$29.9K	1	0.01%	Increased
942	NES New England Securities New York	$31K	-$4.95K	2	0.01%	Reduced
943	GWS Glassman Wealth Services Vienna, Virginia	$27K	+$26.2K	2	0.02%	New
944	HPBT High Point Bank & Trust High Point, North Carolina	$27K	$0	1	0.01%	Maintained
945	AL Airain Ltd St. Peter Port, Guernsey	$25K	-$5.06M	1	0%	Reduced
946	LOCB Lombard Odier & Cie (Bahamas) Nassau, Bahamas	$25K	$0	2	0.01%	Maintained
947	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$24K	-$7.99K	2	0.01%	Reduced
948	Farmers & Merchants Investments Inc Lincoln, Nebraska	$24K	-$10.9K	2	0%	Reduced
949	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$24K	+$13.5K	2	0%	Increased
950	CI Cowen Inc New York	$22K	+$31.6K	1	0%	New