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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	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1302	Pathstone Family Office Englewood, New Jersey	$1K	$0	1	0%	Maintained
1303	1M 13D Management New York	$0	-$10.3M	0	–	Closed
1304	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$698K	0	–	Closed
1305	AGM Alpine Global Management New York	$0	-$361K	0	–	Closed
1306	Amalgamated Bank New York	$0	-$388K	0	–	Closed
1307	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$2K	0	–	Closed
1308	AI ArchPoint Investors Coral Gables, Florida	$0	-$650K	0	–	Closed
1309	AC Aristides Capital Louisville, Kentucky	$0	-$221K	0	–	Closed
1310	ACM Arosa Capital Management Miami Beach, Florida	$0	-$2.85M	0	–	Closed
1311	Balentine LLC Atlanta, Georgia	$0	-$110K	0	–	Closed
1312	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$376K	0	–	Closed
1313	BCM Bayesian Capital Management Brooklyn, New York	$0	-$431K	0	–	Closed
1314	Benjamin Edwards Inc Clayton, Missouri	$0	-$8K	0	–	Closed
1315	BWM BNC Wealth Management Beaverton, Oregon	$0	+$430	1	0%	New
1316	Boston Financial Management Boston, Massachusetts	$0	-$142K	0	–	Closed
1317	BPM Bronson Point Management Fairfield, Connecticut	$0	-$3.5M	0	–	Closed
1318	Brookfield Corp Toronto, Ontario, Canada	$0	-$1.22M	0	–	Closed
1319	CAAS Capital Asset Advisory Services Williamston, Michigan	$0	-$233K	0	–	Closed
1320	CCM Cinctive Capital Management New York	$0	-$1.87M	0	–	Closed
1321	Citizens Financial Group Providence, Rhode Island	$0	-$24K	0	–	Closed
1322	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$345K	0	–	Closed
1323	CL CPWM LLC Seattle, Washington	$0	-$541K	0	–	Closed
1324	DSC Duncker Streett & Co St. Louis, Missouri	$0	$0	1	0%	Maintained
1325	DTL Dynamic Technology Lab Singapore	$0	-$572K	0	–	Closed