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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	SCM Scopia Capital Management New York	$89K	$0	1	0%	Maintained
927	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$89K	+$87.5K	1	0.03%	New
928	WB Webster Bank Waterbury, Connecticut	$89K	$0	2	0.01%	Maintained
929	SIM Sonora Investment Management Tucson, Arizona	$88K	+$3.47K	1	0.02%	Increased
930	Chicago Partners Investment Group Chicago, Illinois	$84K	-$70.5K	1	0.01%	Reduced
931	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$81K	+$1.15K	2	0.04%	Increased
932	Perigon Wealth Management San Francisco, California	$81K	+$4.6K	1	0.03%	Increased
933	SSB Sandy Spring Bank Olney, Maryland	$81K	-$6.26K	1	0.01%	Reduced
934	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$80K	$0	1	0.09%	Maintained
935	OneDigital Investment Advisors Overland Park, Kansas	$79K	$0	1	0.03%	Maintained
936	EIM Essex Investment Management Boston, Massachusetts	$78K	+$66.6K	1	0.01%	New
937	GLI Guardian Life Insurance New York	$78K	+$453	1	0.01%	Increased
938	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$77K	$0	1	0.01%	Maintained
939	RFA Reilly Financial Advisors La Mesa, California	$77K	$0	2	0.01%	Maintained
940	AIM Anchor Investment Management Columbia, South Carolina	$76.8K	$0	1	0.02%	Maintained
941	CB Community Bank Dewitt, New York	$73K	$0	1	0.01%	Maintained
942	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$71K	$0	2	0.05%	Maintained
943	HT Heritage Trust Oklahoma City, Oklahoma	$70K	$0	1	0.03%	Maintained
944	TFO Tarbox Family Office Newport Beach, California	$69K	+$1.89K	1	0.03%	Increased
945	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$67.2K	+$66K	1	0.05%	New
946	SBL Sargent Bickham Lagudis Boulder, Colorado	$67K	$0	1	0.01%	Maintained
947	Valeo Financial Advisors Carmel, Indiana	$66K	+$64.5K	2	0.01%	New
948	CS Credential Securities Vancouver,	$64.7K	+$11.8K	1	0.02%	Increased
949	CAL Capital Advisors Ltd Shaker Heights, Ohio	$64K	$0	3	0.02%	Maintained
950	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$59K	+$37.7K	1	0.04%	Increased