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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
1001	DWA Dorsey Wright & Associates Pasadena, California	$0	-$473K	0	–	Closed
1002	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$4K	0	–	Closed
1003	EEG E.E. Geduld	$0	-$381K	0	–	Closed
1004	EWM Elite Wealth Management Kirkland, Washington	$0	-$20K	0	–	Closed
1005	EULAV Asset Management Sarasota, Florida	$0	-$2.26M	0	–	Closed
1006	Fjarde Ap-fonden Stockholm, Sweden	$0	-$9.97M	0	–	Closed
1007	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$596K	0	–	Closed
1008	FIG Fortress Investment Group New York	$0	-$11.7M	0	–	Closed
1009	FAM Forty4 Asset Management Chicago, Illinois	$0	-$746K	0	–	Closed
1010	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$0	-$391K	0	–	Closed
1011	FP Foundry Partners Minneapolis, Minnesota	$0	-$230K	0	–	Closed
1012	Fulton Bank Lancaster, Pennsylvania	$0	-$217K	0	–	Closed
1013	GF Gerry Farber New York	$0	-$2.7M	0	–	Closed
1014	GF Gerstein Fisher New York	$0	-$1.26M	0	–	Closed
1015	GCA Gideon Capital Advisors New York	$0	-$1.52M	0	–	Closed
1016	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$0	$0	1	0%	Maintained
1017	HT HAP Trading New York	$0	-$4.7M	0	–	Closed
1018	HBK Investments Dallas, Texas	$0	-$258K	0	–	Closed
1019	HF Hoxton Financial Shepherdstown, West Virginia	$0	-$35K	0	–	Closed
1020	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$122K	0	–	Closed
1021	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$0	-$212K	0	–	Closed
1022	ID Integral Derivatives New York	$0	-$615K	0	–	Closed
1023	Jefferies Group New York	$0	-$248K	0	–	Closed
1024	Johnson Investment Counsel Cincinnati, Ohio	$0	-$492K	0	–	Closed
1025	LWA Lenox Wealth Advisors New York	$0	-$5K	0	–	Closed