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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	% of Portfolio	Status
1001	Engineers Gate Manager New York	$0	-$2.4M	–	Closed
1002	FNB Farmers National Bank Danville, Kentucky	$0	-$424K	–	Closed
1003	FP FDO Partners Cambridge, Massachusetts	$0	-$346K	–	Closed
1004	FPCM Financial Partners Capital Management New York	$0	-$4.46M	–	Closed
1005	FMT First Mercantile Trust Cordova, Tennessee	$0	-$10K	–	Closed
1006	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$1K	–	Closed
1007	Freestone Capital Holdings Seattle, Washington	$0	-$1.03M	–	Closed
1008	GE General Electric Evendale, Ohio	$0	-$1.66M	–	Closed
1009	GCG Giovine Capital Group Santa Monica, California	$0	-$1.07M	–	Closed
1010	Group One Trading Chicago, Illinois	$0	-$67K	–	Closed
1011	GBT Grove Bank & Trust Miami, Florida	$0	-$36K	–	Closed
1012	HWP Hefty Wealth Partners Auburn, Indiana	$0	-$732K	–	Closed
1013	HCCM Herring Creek Capital Management Stamford, Connecticut	$0	-$15.3M	–	Closed
1014	HI Honeywell International Charlotte, North Carolina	$0	-$41.4M	–	Closed
1015	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$284K	–	Closed
1016	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$120K	–	Closed
1017	ID Integral Derivatives New York	$0	-$512K	–	Closed
1018	IR Invictus RG Hamilton, Bermuda	$0	-$5K	–	Closed
1019	Jane Street New York	$0	-$200K	–	Closed
1020	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$4K	–	Closed
1021	LCP Longbow Capital Partners New York	$0	-$284K	–	Closed
1022	LI Longer Investments Fayetteville, Arkansas	$0	-$1.91M	–	Closed
1023	Magnetar Financial Evanston, Illinois	$0	-$230K	–	Closed
1024	M MOTCO San Antonio, Texas	$0	-$98K	–	Closed
1025	MC MRJ Capital New York	$0	-$166K	–	Closed