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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
1026	HIP Harrell Investment Partners Austin, Texas	$11.7M	-$141K	1	2.53%	Reduced
1027	WAM Winslow Asset Management Beachwood, Ohio	$11.7M	-$92.8K	1	2.03%	Reduced
1028	CT Colonial Trust Spartanburg, South Carolina	$11.7M	-$102K	4	1.48%	Reduced
1029	BBES Buffalo Business & Estate Services Orchard Park, New York	$11.7M	-$3.44M	0	–	Closed
1030	GP Geneva Partners Lake Geneva, Wisconsin	$11.6M	+$1.23M	1	3.1%	Increased
1031	AFM Anson Funds Management Dallas, Texas	$11.6M	+$8.64M	1	0.69%	Increased
1032	PG Patten Group Chattanooga, Tennessee	$11.6M	+$690K	3	1.8%	Increased
1033	AIS AM Investment Strategies Chattanooga, Tennessee	$11.6M	$0	1	2.22%	Maintained
1034	SteelPeak Wealth Woodland Hills, California	$11.5M	+$5.26M	3	0.3%	Increased
1035	Fulton Bank Lancaster, Pennsylvania	$11.5M	+$1.73M	4	0.35%	Increased
1036	Riverbridge Partners Minneapolis, Minnesota	$11.5M	+$10.9M	1	0.32%	New
1037	Graham Capital Management Rowayton, Connecticut	$11.5M	+$6M	2	0.21%	Increased
1038	SG StoneX Group New York	$11.5M	+$432K	2	0.46%	Increased
1039	Krane Funds Advisors New York	$11.5M	+$10.8M	1	0.41%	New
1040	NSUP NLB Skladi upravljanje premozenja Ljubljana,	$11.4M	+$2.68M	3	0.43%	Increased
1041	GCM GKV Capital Management Walnut Creek, California	$11.4M	+$8.16K	2	3.69%	Increased
1042	PP Patten & Patten Chattanooga, Tennessee	$11.4M	+$128K	2	0.6%	Increased
1043	MC Middleton & Co Boston, Massachusetts	$11.4M	+$104K	1	1.21%	Increased
1044	JSC Jackson Square Capital San Francisco, California	$11.4M	+$325K	2	1.59%	Increased
1045	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$11.3M	+$1.62M	2	0.59%	Increased
1046	Curi RMB Capital Chicago, Illinois	$11.3M	+$2.14M	3	0.17%	Increased
1047	WC Westhampton Capital Winston-Salem, North Carolina	$11.3M	-$824K	2	4.69%	Reduced
1048	HI Hoey Investments Coatesville, Pennsylvania	$11.3M	+$208K	2	1.46%	Increased
1049	WB Webster Bank Waterbury, Connecticut	$11.3M	+$1.38M	4	0.98%	Increased
1050	Evergreen Capital Management Bellevue, Washington	$11.2M	+$141K	5	0.2%	Increased