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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	RCG Ruggie Capital Group Tavares, Florida	$0	-$22K	0	–	Closed
1027	SCM Salem Capital Management Woburn, Massachusetts	$0	-$208K	0	–	Closed
1028	Saturna Capital Bellingham, Washington	$0	-$30K	0	–	Closed
1029	SAM Scopus Asset Management New York	$0	-$10.1M	0	–	Closed
1030	Seizert Capital Partners Birmingham, Michigan	$0	-$272K	0	–	Closed
1031	Sterling Capital Management Charlotte, North Carolina	$0	-$471K	0	–	Closed
1032	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$224K	0	–	Closed
1033	SCA Strategic Capital Alternatives Gig Harbor, United States	$0	-$138K	0	–	Closed
1034	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$964K	0	–	Closed
1035	SSG Summit Securities Group New York	$0	-$24K	0	–	Closed
1036	TC Telemus Capital Southfield, Michigan	$0	-$248K	0	–	Closed
1037	TCM Telos Capital Management San Diego, California	$0	-$201K	0	–	Closed
1038	TAM THB Asset Management Norwalk, Connecticut	$0	-$4.02M	0	–	Closed
1039	TNB Thomasville National Bank Thomasville, Georgia	$0	-$252K	0	–	Closed
1040	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	1	0%	Maintained
1041	UBS O'Connor Chicago, Illinois	$0	-$32.7M	0	–	Closed
1042	VAM Verity Asset Management Durham, North Carolina	$0	-$230K	0	–	Closed
1043	VAM Visionary Asset Management Houston, Texas	$0	-$2.97M	0	–	Closed
1044	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$6.91K	1	0%	Reduced
1045	WBC Westpac Banking Corp Sydney, Australia	$0	-$2.83M	0	–	Closed