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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
1101	CFA Capstone Financial Advisors Downers Grove, Illinois	$423K	+$35K	1	0.04%	Increased
1102	RIM Regent Investment Management Louisville, Kentucky	$423K	-$9.79K	1	0.12%	Reduced
1103	EFS Essex Financial Services Essex, Connecticut	$418K	-$2.94K	1	0.05%	Reduced
1104	VCAM Van Cleef Asset Management Beachwood, Ohio	$418K	$0	1	0.08%	Maintained
1105	IP Isthmus Partners Madison, Wisconsin	$416K	+$440K	1	0.07%	New
1106	RCM RB Capital Management Reno, Nevada	$415K	+$35.3K	1	0.16%	Increased
1107	TF Tompkins Financial Ithaca, New York	$415K	+$5.18K	1	0.07%	Increased
1108	CP Covenant Partners Nashville, Tennessee	$413K	$0	1	0.2%	Maintained
1109	KA KLCM Advisors Milwaukee, Wisconsin	$413K	+$28K	1	0.1%	Increased
1110	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$412K	$0	1	0.14%	Maintained
1111	SCM SG Capital Management Chicago, Illinois	$411K	-$776K	1	0.19%	Reduced
1112	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$409K	$0	1	0.17%	Maintained
1113	ADMI Albert D. Mason Inc Boston, Massachusetts	$407K	$0	1	0.33%	Maintained
1114	MCF Advisors Covington, Kentucky	$407K	+$133K	2	0.05%	Increased
1115	WPC Waters Parkerson & Co New Orleans, Louisiana	$406K	$0	1	0.03%	Maintained
1116	Impax Asset Management Group London, United Kingdom	$405K	+$428K	1	0%	New
1117	FRM Fox Run Management Greenwich, Connecticut	$403K	+$167K	1	0.16%	Increased
1118	Great Valley Advisor Group Wilmington, Delaware	$398K	-$31.5K	1	0.02%	Reduced
1119	H HoyleCohen San Diego, California	$397K	+$96.4K	1	0.04%	Increased
1120	JIP Jaffetilchin Investment Partners Tampa, Florida	$397K	-$18.5K	1	0.05%	Reduced
1121	LW Linscomb Wealth Houston, Texas	$396K	$0	1	0.02%	Maintained
1122	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$395K	+$8.26K	1	0.17%	Increased
1123	GSB Greenfield Savings Bank Greenfield, Massachusetts	$391K	-$11.9K	1	0.28%	Reduced
1124	MWM Madison Wealth Management Cincinnati, Ohio	$390K	+$427K	1	0.1%	New
1125	T TCWP Beachwood, Ohio	$389K	+$5.6K	1	0.08%	Increased