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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
1051	Ballentine Partners Waltham, Massachusetts	$301K	$0	1	0.01%	Maintained
1052	GC GMT Capital Atlanta, Georgia	$301K	-$3.87M	1	0.01%	Reduced
1053	Cetera Investment Advisers Schaumburg, Illinois	$297K	+$279K	1	0.03%	New
1054	FIB First Interstate Bank Billings, Montana	$297K	-$119K	2	0.07%	Reduced
1055	GAM Gemmer Asset Management Walnut Creek, California	$297K	-$1.03K	5	0.07%	Reduced
1056	MA MONECO Advisors Fairfield, Connecticut	$295K	+$444	1	0.21%	Increased
1057	MRCM M&R Capital Management Summit, New Jersey	$295K	$0	2	0.07%	Maintained
1058	WCM Weld Capital Management New York	$295K	-$1.31M	1	0.06%	Reduced
1059	CG Cutler Group San Francisco, California	$294K	+$164K	1	0.02%	Increased
1060	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$292K	-$31.5K	1	0.16%	Reduced
1061	PIA Pinion Investment Advisors Wichita, Kansas	$292K	+$710	1	0.54%	Increased
1062	PCM Princeton Capital Management Red Bank, New Jersey	$292K	-$7.1K	1	0.13%	Reduced
1063	CA Capital Advantage Walnut Creek, California	$290K	+$3.02K	1	0.09%	Increased
1064	Tower Research Capital (TRC) New York	$290K	-$1.55M	3	0.02%	Reduced
1065	WEC Winslow Evans & Crocker Boston, Massachusetts	$290K	-$11.5K	3	0.07%	Reduced
1066	PPP Private Portfolio Partners Paramus, New Jersey	$289K	+$3.64K	1	0.13%	Increased
1067	FWSM First Wilshire Securities Management Pasadena, California	$288K	-$47.2K	1	0.11%	Reduced
1068	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$286K	$0	1	0.03%	Maintained
1069	CAM Cozad Asset Management Champaign, Illinois	$286K	-$10.7K	1	0.08%	Reduced
1070	Fulton Bank Lancaster, Pennsylvania	$285K	-$179K	1	0.02%	Reduced
1071	YIA YHB Investment Advisors West Hartford, Connecticut	$282K	+$4.53K	1	0.04%	Increased
1072	SIA Strategic Investment Advisors Farmington Hills, Michigan	$281K	+$24.4K	1	0.12%	Increased
1073	AIM Alhambra Investment Management Palmetto Bay, Florida	$280K	+$262K	1	0.32%	New
1074	LB Landmark Bank Columbia, Missouri	$279K	-$11.8K	1	0.06%	Reduced
1075	HH Hilltop Holdings Dallas, Texas	$276K	-$109K	1	0.05%	Reduced