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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	DOA D'Orazio & Associates Falls Church, Virginia	$8K	-$37.7K	1	0%	Reduced
1002	SFSIG San Francisco Sentry Investment Group San Francisco, California	$8K	+$2.72K	1	0%	Increased
1003	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$8K	$0	1	0%	Maintained
1004	Thompson Siegel & Walmsley Richmond, Virginia	$8K	$0	1	0%	Maintained
1005	TG TLP Group Evanston, Illinois	$7K	+$7.25K	1	0%	New
1006	FMA FNY Managed Accounts New York	$6K	+$6.04K	1	0.01%	New
1007	Steward Partners Investment Advisory New York	$6K	$0	1	0%	Maintained
1008	HMS Hanseatic Management Services Albuquerque, New Mexico	$4K	$0	1	0%	Maintained
1009	OFW Omnia Family Wealth Aventura, Florida	$4K	-$4.15K	1	0%	Reduced
1010	Allworth Financial Folsom, California	$3K	-$4.78K	1	0%	Reduced
1011	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	$0	1	0%	Maintained
1012	AWM AllSquare Wealth Management Albany, New York	$2K	$0	1	0%	Maintained
1013	AFNAS American Financial Network Advisory Services Calabasas, California	$2K	+$1.81K	1	0%	New
1014	HFM Hartford Financial Management Hartford, Connecticut	$2K	-$1.06K	1	0%	Reduced
1015	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1016	ED Exane Derivatives Paris, France	$77	+$75	1	0%	New
1017	AIM Acrospire Investment Management Chicago, Illinois	$0	-$226K	0	–	Closed
1018	AIM Alambic Investment Management Belvedere, California	$0	-$51K	0	–	Closed
1019	ACM Americafirst Capital Management Roseville, California	$0	-$176K	0	–	Closed
1020	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	$0	1	0%	Maintained
1021	AAM Augustine Asset Management Jacksonville, Florida	$0	-$3.75M	0	–	Closed
1022	BOTW Bank of the West Monterey Park, California	$0	-$472K	0	–	Closed
1023	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$12M	0	–	Closed
1024	BCM Bayesian Capital Management Brooklyn, New York	$0	-$342K	0	–	Closed
1025	BlueCrest Capital Management St Helier, Jersey	$0	-$3.84M	0	–	Closed