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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	AW ACG Wealth Atlanta, Georgia	$260K	+$267K	1	0.03%	New
1027	WEC Winslow Evans & Crocker Boston, Massachusetts	$260K	+$9.8K	3	0.07%	Increased
1028	ACM AUA Capital Management Camp Hill, Pennsylvania	$258K	$0	2	0.21%	Maintained
1029	Prelude Capital Management New York	$258K	+$255K	4	0.01%	New
1030	KMC Kirr Marbach & Co Columbus, Indiana	$257K	$0	1	0.06%	Maintained
1031	MONECO Advisors Fairfield, Connecticut	$257K	+$243K	1	0.21%	New
1032	Virtu Financial New York	$255K	-$1.61M	1	0.01%	Reduced
1033	AWA ARS Wealth Advisors St. Petersburg, Florida	$253K	+$240K	1	0.08%	New
1034	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$253K	+$230K	2	0%	Increased
1035	Gemmer Asset Management Walnut Creek, California	$252K	$0	5	0.07%	Maintained
1036	SCM Scopia Capital Management New York	$252K	+$267K	1	0.01%	New
1037	Sowell Financial Services North Little Rock, Arkansas	$252K	+$26.9K	1	0.03%	Increased
1038	FPFS First Personal Financial Services Charlotte, North Carolina	$251K	-$17.6K	2	0.08%	Reduced
1039	BAC Boys Arnold & Co Asheville, North Carolina	$250K	-$11.1K	1	0.04%	Reduced
1040	PIA Pinion Investment Advisors Wichita, Kansas	$250K	+$237K	1	0.44%	New
1041	Hilltop Holdings Dallas, Texas	$249K	+$236K	1	0.05%	New
1042	Washington Trust Bank Spokane, Washington	$248K	-$17.4K	3	0.04%	Reduced
1043	WI Wintrust Investments Chicago, Illinois	$248K	-$11.4K	1	0.04%	Reduced
1044	Quadrature Capital London, United Kingdom	$246K	-$496K	1	0.02%	Reduced
1045	PCM Princeton Capital Management Red Bank, New Jersey	$245K	-$1.91K	1	0.12%	Reduced
1046	CPC Congress Park Capital Saratoga Springs, New York	$243K	$0	1	0.21%	Maintained
1047	Addison Capital Conshohocken, Pennsylvania	$242K	-$3.72K	1	0.18%	Reduced
1048	HT HAP Trading New York	$240K	+$246K	1	0.02%	New
1049	OI Oakbrook Investments Lisle, Illinois	$239K	-$2.56K	1	0.01%	Reduced
1050	Hanson & Doremus Investment Management Burlington, Vermont	$237K	+$34.4K	3	0.08%	Increased