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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
1251	CHAM Clear Harbor Asset Management Stamford, Connecticut	$239K	+$14.7K	1	0.03%	Increased
1252	MCM Mengis Capital Management Portland, Oregon	$239K	$0	1	0.05%	Maintained
1253	FCM Firsthand Capital Management San Jose, California	$238K	$0	1	0.06%	Maintained
1254	Fenimore Asset Management Cobleskill, New York	$237K	$0	1	0.01%	Maintained
1255	SIC Sigma Investment Counselors Northville, Michigan	$237K	$0	1	0.02%	Maintained
1256	WCA Westover Capital Advisors Wilmington, Delaware	$235K	$0	1	0.08%	Maintained
1257	BAS Brown Advisory Securities Baltimore, Maryland	$234K	$0	1	0.04%	Maintained
1258	VWA Visionary Wealth Advisors O'fallon, Illinois	$234K	-$85.6K	1	0.02%	Reduced
1259	HPWM Highland Private Wealth Management Bellevue, Washington	$233K	+$1.15K	1	0.03%	Increased
1260	Quantbot Technologies New York	$233K	-$4.64M	1	0.02%	Reduced
1261	SAM Secure Asset Management Troy, Michigan	$233K	+$227K	1	0.12%	New
1262	TP Tranquility Partners Brentwood, Tennessee	$232K	$0	1	0.13%	Maintained
1263	AC Addison Capital Conshohocken, Pennsylvania	$231K	-$3.08K	1	0.11%	Reduced
1264	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$231K	+$6.16K	3	0.07%	Increased
1265	OPA Old Port Advisors Portland, Maine	$231K	-$111K	1	0.08%	Reduced
1266	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$230K	-$717K	1	0.04%	Reduced
1267	PEAK6 Investments Chicago, Illinois	$228K	-$331K	3	0%	Reduced
1268	Maverick Capital Dallas, Texas	$227K	-$111K	1	0%	Reduced
1269	WB Webster Bank Waterbury, Connecticut	$227K	-$17.3K	2	0.02%	Reduced
1270	ACP Aviance Capital Partners Naples, Florida	$226K	$0	1	0.04%	Maintained
1271	MCM McRae Capital Management Morristown, New Jersey	$226K	+$308	1	0.05%	Increased
1272	WA Winfield Associates Cleveland, Ohio	$225K	-$4.32K	1	0.08%	Reduced
1273	BONH Bank of New Hampshire Laconia, New Hampshire	$224K	+$218K	1	0.06%	New
1274	HA Harfst & Associates Sheridan, Wyoming	$224K	-$408K	1	0.06%	Reduced
1275	HRT Financial New York	$224K	-$41.5M	1	0%	Reduced