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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	VEA Virtus ETF Advisers New York	$720K	+$660K	1	0.46%	New
1202	MCM McRae Capital Management Morristown, New Jersey	$718K	-$2.65K	2	0.18%	Reduced
1203	KCM KRS Capital Management Bloomfield, Michigan	$716K	+$45.7K	1	0.67%	Increased
1204	ANBT American National Bank & Trust Wichita Falls, Texas	$712K	+$4.08K	1	0.11%	Increased
1205	CCG Cloverfields Capital Group Minneapolis, Minnesota	$711K	+$652K	1	0.28%	New
1206	FWTB First Western Trust Bank Denver, Colorado	$711K	$0	1	0.04%	Maintained
1207	EA Everpar Advisors Tulsa, Oklahoma	$710K	+$651K	1	0.33%	New
1208	AIM Aspen Investment Management Grand Rapids, Michigan	$707K	+$90.3K	1	0.4%	Increased
1209	LC Lindbrook Capital Calabasas, California	$705K	+$96K	2	0.07%	Increased
1210	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$705K	+$646K	1	0.7%	New
1211	GWA Geometric Wealth Advisors Washington, District of Columbia	$705K	+$1.32K	1	0.19%	Increased
1212	GAM Gemmer Asset Management Walnut Creek, California	$700K	-$22.1K	1	0.09%	Reduced
1213	SIM Stratos Investment Management Beachwood, Ohio	$700K	+$24.7K	1	0.08%	Increased
1214	MCM Manchester Capital Management Manchester, Vermont	$699K	+$11.2K	2	0.09%	Increased
1215	MCA MSH Capital Advisors Scottsdale, Arizona	$698K	+$151K	1	0.26%	Increased
1216	SIM SSI Investment Management Los Angeles, California	$695K	+$337K	1	0.05%	Increased
1217	GWSG GPS Wealth Strategies Group Centennial, Colorado	$693K	-$13.9K	2	0.13%	Reduced
1218	IIC Ironwood Investment Counsel Scottsdale, Arizona	$691K	-$26.5K	1	0.13%	Reduced
1219	1SB 1ST Source Bank South Bend, Indiana	$690K	-$16.8K	1	0.04%	Reduced
1220	GD Grandfield & Dodd New York	$687K	$0	1	0.05%	Maintained
1221	Zacks Investment Management Chicago, Illinois	$684K	-$37.9K	1	0.01%	Reduced
1222	HWM HFR Wealth Management Niskayuna, New York	$680K	+$29.8K	2	0.18%	Increased
1223	IFG Advisory Atlanta, Georgia	$679K	+$1.32K	1	0.05%	Increased
1224	BMCM Burns Matteson Capital Management Corning, New York	$679K	-$14.1K	1	0.48%	Reduced
1225	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$678K	$0	1	0.23%	Maintained