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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	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$286K	0	–	Closed
1002	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	-$2K	1	0%	Reduced
1003	JT Jump Trading Chicago, Illinois	$0	-$487K	0	–	Closed
1004	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	-$1K	0	–	Closed
1005	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$612K	0	–	Closed
1006	Klingenstein Fields & Co New York	$0	-$13.9M	0	–	Closed
1007	LCM Landscape Capital Management Englewood, New Jersey	$0	-$1.15M	0	–	Closed
1008	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$3.35M	0	–	Closed
1009	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$772K	0	–	Closed
1010	LWA Lenox Wealth Advisors New York	$0	-$1K	0	–	Closed
1011	LMR Partners London, United Kingdom	$0	-$416K	0	–	Closed
1012	LCP Lombardia Capital Partners Pasadena, California	$0	-$5.67M	0	–	Closed
1013	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$149K	0	–	Closed
1014	LM Luminus Management Houston, Texas	$0	-$7.86M	0	–	Closed
1015	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$1K	0	–	Closed
1016	Marshall Wace London, United Kingdom	$0	-$2.27M	0	–	Closed
1017	MC Middleton & Co Boston, Massachusetts	$0	-$338K	0	–	Closed
1018	MC Mitra Capital Boston, Massachusetts	$0	-$6.65M	0	–	Closed
1019	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$1.56M	0	–	Closed
1020	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$13K	0	–	Closed
1021	Moore Capital Management New York	$0	-$6.6M	0	–	Closed
1022	MIS Morningstar Investment Services Chicago, Illinois	$0	-$294K	0	–	Closed
1023	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$123	1	0%	New
1024	Nomura Holdings Tokyo, Japan	$0	-$257K	0	–	Closed
1025	NCM Novare Capital Management Charlotte, North Carolina	$0	-$339K	0	–	Closed