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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	First Mercantile Trust Cordova, Tennessee	$213K	-$200K	1	0.03%	Reduced
1052	Global Retirement Partners San Rafael, California	$213K	+$36.7K	3	0.03%	Increased
1053	LC Landaas & Company Milwaukee, Wisconsin	$213K	+$201K	1	0.17%	New
1054	Seizert Capital Partners Birmingham, Michigan	$213K	-$27.4K	1	0.01%	Reduced
1055	IFP Advisors Tampa, Florida	$212K	+$26.9K	3	0.02%	Increased
1056	Jacobi Capital Management Pittston, Pennsylvania	$212K	+$2.14K	2	0.04%	Increased
1057	TIA Tiemann Investment Advisors Menlo Park, California	$212K	+$181K	1	0.14%	New
1058	SouthState Corp Winter Haven, Florida	$210K	+$197K	1	0.03%	New
1059	Washington Trust Bank Spokane, Washington	$210K	+$198K	1	0.03%	New
1060	Balasa Dinverno & Foltz	$209K	+$197K	1	0.02%	New
1061	Snow Capital Management Sewickley, Pennsylvania	$207K	+$202K	1	0.04%	New
1062	Polar Asset Management Partners Toronto, Ontario, Canada	$206K	+$194K	1	0%	New
1063	EP Wealth Advisors Torrance, California	$205K	-$185K	1	0.01%	Reduced
1064	Great Valley Advisor Group Wilmington, Delaware	$205K	+$193K	1	0.03%	New
1065	Sound View Wealth Advisors Group Savannah, Georgia	$205K	+$192K	1	0.06%	New
1066	Hanson & Doremus Investment Management Burlington, Vermont	$204K	-$28.6K	3	0.06%	Reduced
1067	Homrich & Berg Atlanta, Georgia	$204K	+$192K	1	0.01%	New
1068	ARG Advisory Resource Group Tulsa, Oklahoma	$203K	+$191K	1	0.13%	New
1069	IberiaBank Lafayette, Louisiana	$203K	-$74.7K	1	0.02%	Reduced
1070	Douglass Winthrop Advisors New York	$202K	+$190K	1	0.01%	New
1071	Dubuque Bank & Trust Dubuque, Iowa	$201K	+$189K	1	0.03%	New
1072	Arvest Bank Trust Division Dewey, Oklahoma	$200K	+$188K	1	0.01%	New
1073	KWMG King Wealth Management Group Naples, Florida	$200K	+$188K	1	0.06%	New
1074	MRCM M&R Capital Management Summit, New Jersey	$200K	$0	2	0.05%	Maintained
1075	SSI Investment Management Los Angeles, California	$200K	+$186K	1	0.02%	New