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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
1076	ACM AUA Capital Management Camp Hill, Pennsylvania	$197K	-$76.5K	1	0.2%	Reduced
1077	ACM Argyle Capital Management Center Valley, Pennsylvania	$187K	$0	1	0.08%	Maintained
1078	Group One Trading Chicago, Illinois	$182K	+$47K	1	0%	Increased
1079	PMFA Plante Moran Financial Advisors Southfield, Michigan	$182K	+$1.15K	1	0.07%	Increased
1080	WPA West Paces Advisors Atlanta, Georgia	$173K	+$96.6K	2	0.09%	Increased
1081	CIA CSat Investment Advisory Detroit, Michigan	$169K	+$3.27K	2	0.02%	Increased
1082	CA Centerpoint Advisors Needham, Massachusetts	$157K	+$144K	1	0.13%	Increased
1083	WB Webster Bank Waterbury, Connecticut	$156K	$0	2	0.02%	Maintained
1084	Boston Financial Management Boston, Massachusetts	$142K	$0	1	0.01%	Maintained
1085	TFS TrustCore Financial Services Brentwood, Tennessee	$142K	+$20.1K	2	0.02%	Increased
1086	GWS Glassman Wealth Services Vienna, Virginia	$139K	+$7.46K	3	0.04%	Increased
1087	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$135K	+$8.25K	4	0.05%	Increased
1088	BCA Berman Capital Advisors Atlanta, Georgia	$134K	+$46.5K	3	0.04%	Increased
1089	VCM Vigilant Capital Management Portland, Maine	$134K	$0	1	0.02%	Maintained
1090	NSIM North Star Investment Management Chicago, Illinois	$133K	-$376K	4	0.02%	Reduced
1091	SSB Sandy Spring Bank Olney, Maryland	$133K	$0	1	0.01%	Maintained
1092	PA Perennial Advisors New York	$132K	-$259K	1	0.06%	Reduced
1093	C Cerebellum San Francisco, California	$130K	+$135K	1	0.09%	New
1094	RFA Reilly Financial Advisors La Mesa, California	$127K	-$19.2K	2	0.02%	Reduced
1095	EI Ellevest Inc New York	$126K	+$71.2K	3	0.03%	Increased
1096	RE RBC Europe London, United Kingdom	$125K	-$12.3K	2	0.01%	Reduced
1097	SNT Security National Trust Wheeling, West Virginia	$125K	+$99.4K	1	0.04%	Increased
1098	HB Horizon Bancorp Michigan City, Indiana	$120K	$0	1	0.13%	Maintained
1099	APC Aspire Private Capital Cornelius, North Carolina	$119K	+$3.29K	1	0.06%	Increased
1100	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$119K	+$2.72K	2	0.02%	Increased