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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
1201	FC Forte Capital Rochester, New York	$0	-$205K	0	–	Closed
1202	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$1.15M	0	–	Closed
1203	GIM Greylin Investment Management Orange, Virginia	$0	-$523K	0	–	Closed
1204	GIM Guardian Investment Management Tiburon, California	$0	-$653K	0	–	Closed
1205	GWA Guidant Wealth Advisors Palatine, Illinois	$0	+$492	1	0%	New
1206	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$5K	0	–	Closed
1207	HFM Hartford Financial Management Hartford, Connecticut	$0	-$2K	0	–	Closed
1208	Hennessy Advisors Inc Novato, California	$0	-$5.69M	0	–	Closed
1209	Hermes Investment Management London Uk, United Kingdom	$0	-$10.1M	0	–	Closed
1210	Holocene Advisors New York	$0	-$2.5M	0	–	Closed
1211	IH IFC Holdings Tampa, Florida	$0	-$856K	0	–	Closed
1212	IAM Integre Asset Management New York	$0	-$166K	0	–	Closed
1213	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	1	0%	Maintained
1214	KWA KCS Wealth Advisory Los Angeles, California	$0	-$259K	0	–	Closed
1215	KC Kepos Capital New York	$0	-$4.88M	0	–	Closed
1216	Klingenstein Fields & Co New York	$0	-$610K	0	–	Closed
1217	LC Landaas & Company Milwaukee, Wisconsin	$0	-$68K	0	–	Closed
1218	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$6K	0	–	Closed
1219	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$0	-$271K	0	–	Closed
1220	Marshall Wace London, United Kingdom	$0	-$2.72M	0	–	Closed
1221	MCM McRae Capital Management Morristown, New Jersey	$0	-$10.1M	0	–	Closed
1222	Montag & Associates Atlanta, Georgia	$0	-$201K	0	–	Closed
1223	Nikko Asset Management Americas New York	$0	-$5.44M	0	–	Closed
1224	Nippon Life Global Investors Americas New York	$0	-$4.37M	0	–	Closed
1225	NFGCM Norman Fields Gottscho Capital Management New York	$0	-$375K	0	–	Closed