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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
951	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
952	MassMutual Private Wealth & Trust Windsor, Connecticut	$605	+$619	1	0%	New
953	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$968K	0	–	Closed
954	AAM ACK Asset Management Greenwich, Connecticut	$0	-$8.6M	0	–	Closed
955	AHC Adams Hill Capital Westport, Connecticut	$0	-$7.72M	0	–	Closed
956	AP Alydar Partners Boston, Massachusetts	$0	-$15.8M	0	–	Closed
957	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$13.5M	0	–	Closed
958	AssetMark Inc Concord, California	$0	-$1.25M	1	0%	Reduced
959	Atalanta Sosnoff Capital New York	$0	-$2.24M	0	–	Closed
960	ACM Ativo Capital Management Chicago, Illinois	$0	-$1.71M	0	–	Closed
961	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$5.83M	0	–	Closed
962	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$208K	0	–	Closed
963	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	+$496	1	0%	New
964	BLM Bennett Lawrence Management New York	$0	-$4.5M	0	–	Closed
965	Braun Stacey Associates New York	$0	-$14.3M	0	–	Closed
966	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$156K	0	–	Closed
967	CO Caldwell & Orkin Norcross, Georgia	$0	-$4.25M	0	–	Closed
968	CM Capital Management Glen Allen, Virginia	$0	-$232K	0	–	Closed
969	CK Carnick & Kubik Colorado Springs, Colorado	$0	-$1.28M	0	–	Closed
970	CI Global Investments Oakland, California	$0	-$1.55M	0	–	Closed
971	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$1.38M	0	–	Closed
972	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$652K	0	–	Closed
973	CAD Craig A. Drill	$0	-$2.44M	0	–	Closed
974	Crawford Investment Counsel Atlanta, Georgia	$0	-$535K	0	–	Closed
975	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$0	-$5.34M	0	–	Closed