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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
1151	SLF Sun Life Financial Toronto, Ontario, Canada	$1.8K	-$136K	1	0.02%	Reduced
1152	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1K	$0	1	0%	Maintained
1153	MIM Macroview Investment Management Bethesda, Maryland	$1K	+$772	1	0%	New
1154	ML McAdam LLC Philadelphia, Pennsylvania	$1K	+$821	1	0%	New
1155	NR Newfound Research Wellesley Hills, Massachusetts	$1K	+$739	1	0%	Increased
1156	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
1157	EWM Elmwood Wealth Management Berkeley, California	$799	+$821	1	0%	New
1158	ED Exane Derivatives Paris, France	$79	-$839K	1	0%	Reduced
1159	Adage Capital Partners Boston, Massachusetts	$0	-$16.7M	0	–	Closed
1160	AIM Advantage Investment Management Cedar Rapids, Iowa	$0	-$29K	1	0%	Reduced
1161	Advent Capital Management New York	$0	-$3.95M	0	–	Closed
1162	Amalgamated Bank New York	$0	-$4.44M	0	–	Closed
1163	AFM Anson Funds Management Dallas, Texas	$0	-$321K	0	–	Closed
1164	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	$0	0	–	Closed
1165	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$828K	0	–	Closed
1166	ACP Ashfield Capital Partners San Francisco, California	$0	-$220K	0	–	Closed
1167	ACM Ativo Capital Management Chicago, Illinois	$0	-$1.9M	0	–	Closed
1168	AWM Avondale Wealth Management West Lake Hills, Texas	$0	-$12K	0	–	Closed
1169	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$204K	0	–	Closed
1170	Balentine LLC Atlanta, Georgia	$0	-$2.49M	0	–	Closed
1171	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$0	-$203K	0	–	Closed
1172	BAM Barrett Asset Management New York	$0	-$2K	0	–	Closed
1173	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$0	-$9.99M	0	–	Closed
1174	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	-$1K	0	–	Closed
1175	BCM Beck Capital Management Austin, Texas	$0	-$690K	0	–	Closed