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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
1301	AF Ally Financial Detroit, Michigan	$0	-$806K	0	–	Closed
1302	AIC Ameritas Investment Company Lincoln, Nebraska	$0	-$43K	0	–	Closed
1303	AT Arden Trust Wilmington, Delaware	$0	-$434K	0	–	Closed
1304	AWP Ascent Wealth Partners New Hartford, New York	$0	-$16K	0	–	Closed
1305	AIM Assured Investment Management New York	$0	-$1.01M	0	–	Closed
1306	Ballentine Partners Waltham, Massachusetts	$0	-$196K	0	–	Closed
1307	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$81	1	0%	New
1308	BFA Benedict Financial Advisors Atlanta, Georgia	$0	-$189K	0	–	Closed
1309	BlueCrest Capital Management St Helier, Jersey	$0	-$1.19M	0	–	Closed
1310	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$6.47M	0	–	Closed
1311	B BP London, United Kingdom	$0	-$621K	0	–	Closed
1312	BBNA Bremer Bank National Association St Paul, Minnesota	$0	-$43K	0	–	Closed
1313	Brighton Jones LLC Seattle, Washington	$0	-$218K	0	–	Closed
1314	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$2K	0	–	Closed
1315	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$31K	0	–	Closed
1316	Chartwell Investment Partners Berywn, Pennsylvania	$0	-$342K	0	–	Closed
1317	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	3	0%	Maintained
1318	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$479K	0	–	Closed
1319	DWA Dorsey Wright & Associates Pasadena, California	$0	-$9K	0	–	Closed
1320	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$115K	0	–	Closed
1321	EGI EAM Global Investors Solana Beach, California	$0	-$1.32M	0	–	Closed
1322	EI EAM Investors Solana Beach, California	$0	-$3.05M	0	–	Closed
1323	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$415K	0	–	Closed
1324	EMG ETF Managers Group Summit, New Jersey	$0	-$58K	0	–	Closed
1325	FC Ferris Capital Marlborough, Massachusetts	$0	-$105K	0	–	Closed