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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	Brown Brothers Harriman & Co New York	$263K	-$244K	3	0%	Reduced
1027	BAC Boys Arnold & Co Asheville, North Carolina	$261K	+$2.75K	1	0.04%	Increased
1028	GAM Gemmer Asset Management Walnut Creek, California	$260K	+$129	5	0.07%	Increased
1029	MA MONECO Advisors Fairfield, Connecticut	$256K	-$9.96K	1	0.21%	Reduced
1030	LB Landmark Bank Columbia, Missouri	$255K	+$26K	1	0.17%	Increased
1031	PCM Princeton Capital Management Red Bank, New Jersey	$254K	$0	1	0.12%	Maintained
1032	PIA Pinion Investment Advisors Wichita, Kansas	$253K	-$5.83K	1	0.54%	Reduced
1033	CAM Cozad Asset Management Champaign, Illinois	$252K	+$20.6K	1	0.07%	Increased
1034	BAS Brown Advisory Securities Baltimore, Maryland	$250K	-$82.2K	1	0.07%	Reduced
1035	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$250K	-$57.4K	1	0%	Reduced
1036	WI Wintrust Investments Chicago, Illinois	$250K	-$5.99K	1	0.04%	Reduced
1037	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$249K	+$12.4K	3	0.08%	Increased
1038	ACM Argyle Capital Management Center Valley, Pennsylvania	$248K	$0	1	0.09%	Maintained
1039	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$244K	-$661K	1	0.33%	Reduced
1040	RBF Capital San Francisco, California	$243K	+$214K	1	0.02%	New
1041	HH Hilltop Holdings Dallas, Texas	$242K	-$15.3K	1	0.05%	Reduced
1042	KA KLCM Advisors Milwaukee, Wisconsin	$242K	$0	1	0.06%	Maintained
1043	Wealthspire Advisors (New York) New York	$242K	+$235K	1	0.02%	New
1044	AIM Avity Investment Management Greenwich, Connecticut	$241K	-$12.6M	1	0.03%	Reduced
1045	CG Cutler Group San Francisco, California	$241K	-$1.36M	4	0.02%	Reduced
1046	NIM NuWave Investment Management Parsippany, New Jersey	$241K	+$227K	1	0.25%	Increased
1047	RFG Advisory Birmingham, Alabama	$241K	+$234K	1	0.06%	New
1048	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$240K	$0	1	0.07%	Maintained
1049	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1050	Brinker Capital Investments Berwyn, Pennsylvania	$239K	-$3.72K	1	0.01%	Reduced