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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	PIA Perennial Investment Advisors Los Angeles, California	$244K	-$1.82K	1	0.09%	Reduced
1277	VCM Vigilant Capital Management Portland, Maine	$243K	+$59.1K	2	0.02%	Increased
1278	AIC Ameritas Investment Company Lincoln, Nebraska	$242K	+$174K	1	0.01%	Increased
1279	TSS Two Sigma Securities New York	$242K	+$46.2K	1	0.01%	Increased
1280	HBK Sorce Advisory Erie, Pennsylvania	$241K	-$44.3K	1	0.01%	Reduced
1281	KP Keel Point Huntsville, Alabama	$241K	-$3.68K	1	0.03%	Reduced
1282	MCM Mengis Capital Management Portland, Oregon	$241K	$0	1	0.05%	Maintained
1283	SIC Sigma Investment Counselors Northville, Michigan	$240K	+$1.76K	1	0.02%	Increased
1284	AC Addison Capital Conshohocken, Pennsylvania	$239K	$0	1	0.11%	Maintained
1285	Fenimore Asset Management Cobleskill, New York	$239K	$0	1	0.01%	Maintained
1286	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$239K	-$7.99K	1	0.38%	Reduced
1287	E Ergoteles New York	$237K	-$1.21M	1	0.01%	Reduced
1288	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$237K	+$55.9K	2	0.1%	Increased
1289	WCA Westover Capital Advisors Wilmington, Delaware	$237K	$0	1	0.07%	Maintained
1290	MCCP Mission Creek Capital Partners San Francisco, California	$236K	$0	1	0.04%	Maintained
1291	TP Tranquility Partners Brentwood, Tennessee	$236K	+$2.24K	1	0.12%	Increased
1292	FA Fermata Advisors Sonoma, California	$234K	-$7.67K	1	0.1%	Reduced
1293	FCM Firsthand Capital Management San Jose, California	$234K	$0	1	0.07%	Maintained
1294	MCM McRae Capital Management Morristown, New Jersey	$234K	+$324	1	0.05%	Increased
1295	VWA Visionary Wealth Advisors O'fallon, Illinois	$234K	-$1.92K	1	0.02%	Reduced
1296	Evercore Wealth Management New York	$233K	-$32K	1	0%	Reduced
1297	PCP Proficio Capital Partners Newton, Massachusetts	$233K	+$10.7K	1	0.03%	Increased
1298	Inspire Investing Meridian, Idaho	$228K	+$220K	1	0.03%	New
1299	RPC Rossmore Private Capital Glastonbury, Connecticut	$227K	+$24K	1	0.04%	Increased
1300	AIM Axiom Investment Management New York	$226K	+$242K	1	0.23%	New