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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	GJIC Gamble Jones Investment Counsel Pasadena, California	$223K	+$211K	1	0.02%	New
1027	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$222K	-$19.5K	2	0.04%	Reduced
1028	MCM Murphy Capital Management Bedminster, New Jersey	$221K	+$209K	1	0.03%	New
1029	WMC Westwood Management Corporation Chicago, Illinois	$221K	+$209K	1	0.03%	New
1030	CAN Claraphi Advisory Network Aliso Viejo, United States	$219K	-$17.7K	1	0.12%	Reduced
1031	SIM SSI Investment Management Los Angeles, California	$217K	+$205K	1	0.02%	New
1032	CT Cambridge Trust Cambridge, Massachusetts	$216K	+$204K	1	0.01%	New
1033	GFPC Global Financial Private Capital Sarasota, Florida	$216K	+$204K	1	0.01%	New
1034	GC GMT Capital Atlanta, Georgia	$216K	$0	1	0.01%	Maintained
1035	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$216K	+$204K	1	0.17%	New
1036	BW Bison Wealth Atlanta, Georgia	$215K	-$17.8K	1	0.14%	Reduced
1037	Choreo LLC Rockford, Illinois	$214K	-$19.4K	1	0.03%	Reduced
1038	Montag & Associates Atlanta, Georgia	$214K	+$202K	1	0.02%	New
1039	HH Hilltop Holdings Dallas, Texas	$213K	-$32.1K	1	0.04%	Reduced
1040	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	-$57.3K	1	0.03%	Reduced
1041	SIG Schaller Investment Group Winston Salem, North Carolina	$211K	+$199K	1	0.12%	New
1042	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$208K	-$311K	1	0.09%	Reduced
1043	HC Hourglass Capital Houston, Texas	$208K	+$196K	1	0.05%	New
1044	WF WealthTrust Fairport Cleveland, Ohio	$208K	-$8.81K	1	0.02%	Reduced
1045	ASA Armstrong Shaw Associates New Canaan, Connecticut	$207K	-$142K	1	0.18%	Reduced
1046	SG StoneX Group New York	$207K	+$195K	1	0.15%	New
1047	Ballentine Partners Waltham, Massachusetts	$206K	+$199K	1	0.01%	New
1048	Buckingham Strategic Wealth Clayton, Missouri	$206K	-$71.7K	1	0.03%	Reduced
1049	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$206K	+$195K	1	0.02%	New
1050	Klingenstein Fields & Co New York	$204K	+$192K	1	0.01%	New