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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	JCM Jacobi Capital Management Pittston, Pennsylvania	$94K	$0	2	0.04%	Maintained
927	RA Rational Advisors Huntington, New York	$93K	+$91.4K	1	0.06%	New
928	SCM Scopia Capital Management New York	$91K	$0	1	0%	Maintained
929	VCM Versant Capital Management Phoenix, Arizona	$91K	-$1.18K	3	0.05%	Reduced
930	WB Webster Bank Waterbury, Connecticut	$91K	-$12.3K	2	0.01%	Reduced
931	SSB Sandy Spring Bank Olney, Maryland	$89K	+$13.9K	1	0.01%	Increased
932	SIM Sonora Investment Management Tucson, Arizona	$85.6K	$0	1	0.02%	Maintained
933	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$84K	+$76	1	0.04%	Increased
934	MCM McKinley Capital Management Anchorage, Alaska	$82K	-$1.14M	1	0%	Reduced
935	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$81.3K	-$15.2K	1	0.09%	Reduced
936	OneDigital Investment Advisors Overland Park, Kansas	$80K	+$78.6K	1	0.02%	New
937	EP Edinburgh Partners Edinburgh, United Kingdom	$78K	$0	1	0.02%	Maintained
938	GLI Guardian Life Insurance New York	$78K	-$55.9K	1	0.01%	Reduced
939	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$78K	$0	1	0.01%	Maintained
940	RFA Reilly Financial Advisors La Mesa, California	$78K	+$38.1K	2	0.01%	Increased
941	AIM Anchor Investment Management Columbia, South Carolina	$77.8K	$0	1	0.03%	Maintained
942	Brown Brothers Harriman & Co New York	$77K	-$66.3K	1	0%	Reduced
943	Perigon Wealth Management San Francisco, California	$77K	+$59.4K	1	0.02%	Increased
944	CB Community Bank Dewitt, New York	$74K	$0	1	0.01%	Maintained
945	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$72K	$0	2	0.04%	Maintained
946	HT Heritage Trust Oklahoma City, Oklahoma	$71K	$0	1	0.03%	Maintained
947	PHK Point72 Hong Kong Hong Kong	$71K	+$33.6K	1	0.07%	Increased
948	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$70K	-$1.91K	1	0.06%	Reduced
949	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$70K	+$4.54K	1	0%	Increased
950	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$69K	$0	1	0.03%	Maintained