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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	CBT Capital Bank & Trust Irvine, California	$0	-$129K	0	–	Closed
1302	Caption Management Oklahoma City, Oklahoma	$0	-$546K	0	–	Closed
1303	Capula Management Grand Cayman, Cayman Islands	$0	-$3.86M	0	–	Closed
1304	CIM CenturyLink Investment Management Denver, Colorado	$0	-$1.08M	0	–	Closed
1305	CWP CFM Wealth Partners Austin, Texas	$0	-$23K	0	–	Closed
1306	CAN Claraphi Advisory Network Aliso Viejo, United States	$0	-$144K	0	–	Closed
1307	CM Columbus Macro New Castle, Pennsylvania	$0	-$452K	0	–	Closed
1308	Congress Asset Management Boston, Massachusetts	$0	-$5.98M	0	–	Closed
1309	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$2.08M	0	–	Closed
1310	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$3.56M	0	–	Closed
1311	Credit Agricole Montrouge Cedex, France	$0	-$16K	0	–	Closed
1312	CG Cutler Group San Francisco, California	$0	-$958K	0	–	Closed
1313	DF Donoghue Forlines Boston, Massachusetts	$0	-$1.35M	0	–	Closed
1314	DRW Securities Chicago, Illinois	$0	-$736K	0	–	Closed
1315	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$9.1K	1	0%	Reduced
1316	EWM Elmwood Wealth Management Berkeley, California	$0	-$799	0	–	Closed
1317	EWM EPG Wealth Management Atlanta, Georgia	$0	-$26K	0	–	Closed
1318	FA Faithward Advisors Lancaster, Pennsylvania	$0	-$624K	0	–	Closed
1319	FEG Financial Enhancement Group Anderson, Indiana	$0	-$9K	0	–	Closed
1320	FCM Firestone Capital Management Coral Gables, Florida	$0	-$4K	0	–	Closed
1321	FCB First Command Bank Fort Worth, Texas	$0	$0	1	0%	Maintained
1322	FCFS First Command Financial Services Fort Worth, Texas	$0	$0	1	0%	Maintained
1323	FIB First Interstate Bank Billings, Montana	$0	-$206K	0	–	Closed
1324	FWSM First Wilshire Securities Management Pasadena, California	$0	-$173K	0	–	Closed
1325	FP Foundry Partners Minneapolis, Minnesota	$0	-$390K	0	–	Closed