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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
1276	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	3	0%	Maintained
1277	CF CNA Financial Chicago, Illinois	$0	-$1.84M	0	–	Closed
1278	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$0	-$5.39M	0	–	Closed
1279	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$0	-$273K	0	–	Closed
1280	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$0	-$141K	0	–	Closed
1281	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$268K	0	–	Closed
1282	CL CSS LLC Chicago, Illinois	$0	-$181K	0	–	Closed
1283	DIM Delta Investment Management San Francisco, California	$0	-$237K	0	–	Closed
1284	Destination Wealth Management Walnut Creek, California	$0	-$18K	0	–	Closed
1285	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$240K	0	–	Closed
1286	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$0	-$16K	0	–	Closed
1287	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$13K	0	–	Closed
1288	EP Edgestream Partners Princeton, New Jersey	$0	-$311K	0	–	Closed
1289	Element Capital Management New York	$0	-$2.85M	0	–	Closed
1290	EFS Essex Financial Services Essex, Connecticut	$0	-$376K	0	–	Closed
1291	EWM Executive Wealth Management Brighton, Michigan	$0	-$6K	0	–	Closed
1292	Fidelity International Hamilton, Bermuda	$0	$0	1	0%	Maintained
1293	FIA FNY Investment Advisers New York	$0	-$580K	0	–	Closed
1294	GJIC Gamble Jones Investment Counsel Pasadena, California	$0	-$214K	0	–	Closed
1295	Glenview Capital Management New York	$0	-$80.3M	0	–	Closed
1296	GAM GQ Asset Management New York City, New York	$0	-$209K	0	–	Closed
1297	Group One Trading Chicago, Illinois	$0	-$42K	0	–	Closed
1298	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$288K	0	–	Closed
1299	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	-$2K	0	–	Closed
1300	Holocene Advisors New York	$0	-$58.4M	0	–	Closed