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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	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$0	-$232K	0	–	Closed
1027	Fisher Asset Management Camas, Washington	$0	-$210K	0	–	Closed
1028	Forvis Mazars Wealth Advisors Springfield, Missouri	$0	-$286K	0	–	Closed
1029	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$0	-$4.13M	0	–	Closed
1030	GGHC Gilder Gagnon Howe & Co New York	$0	-$3.12M	0	–	Closed
1031	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$3.36M	0	–	Closed
1032	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$0	$0	1	0%	Maintained
1033	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$14.9M	0	–	Closed
1034	HCM Highlander Capital Management Short Hills, New Jersey	$0	-$32.2K	0	–	Closed
1035	IWC Integrated Wealth Counsel Carmel, California	$0	-$2K	0	–	Closed
1036	Jane Street New York	$0	-$208K	0	–	Closed
1037	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$0	-$22K	0	–	Closed
1038	LC Lubar & Co Milwaukee, Wisconsin	$0	-$171K	0	–	Closed
1039	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$308K	0	–	Closed
1040	MCM Matterhorn Capital Management San Antonio, Texas	$0	-$3.17M	0	–	Closed
1041	Munder Capital Management Birmingham, Michigan	$0	-$8.11M	0	–	Closed
1042	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$2.64M	0	–	Closed
1043	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$3.44M	0	–	Closed
1044	OC Oakmont Corp Los Angeles, California	$0	-$22.9M	0	–	Closed
1045	Palisade Capital Management Fort Lee, New Jersey	$0	-$348K	0	–	Closed
1046	PFA Paradigm Financial Advisors Des Peres, Missouri	$0	-$15K	0	–	Closed
1047	PC Passport Capital San Francisco, California	$0	-$304K	0	–	Closed
1048	PEAK6 Group Chicago, Illinois	$0	-$13K	0	–	Closed
1049	PWS Peloton Wealth Strategists Indianapolis, Indiana	$0	-$1.71M	0	–	Closed
1050	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$717K	0	–	Closed