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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	RIM RW Investment Management Eagle, Idaho	$309K	+$302K	1	0.12%	New
1302	Washington Trust Westerly, Rhode Island	$309K	-$29K	3	0.01%	Reduced
1303	SB Sunflower Bank Dallas, Texas	$309K	-$29.6K	1	0.07%	Reduced
1304	CT Columbia Trust Portland, Oregon	$308K	-$67.3K	1	0.17%	Reduced
1305	ACP Aviance Capital Partners Naples, Florida	$307K	+$70.2K	1	0.07%	Increased
1306	LPT Legacy Private Trust Neenah, Wisconsin	$307K	$0	1	0.03%	Maintained
1307	GIA GHP Investment Advisors Denver, Colorado	$306K	$0	1	0.02%	Maintained
1308	ZWJ Investment Counsel Atlanta, Georgia	$305K	$0	1	0.02%	Maintained
1309	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$303K	+$27.1K	5	0.09%	Increased
1310	MCM Monument Capital Management Alexandria, Virginia	$303K	+$4.29K	1	0.1%	Increased
1311	Waverly Advisors Birmingham, Alabama	$302K	+$295K	1	0.02%	New
1312	WIC Woodmont Investment Counsel Nashville, Tennessee	$301K	$0	1	0.03%	Maintained
1313	OA Oxbow Advisors Austin, Texas	$300K	+$288K	1	0.06%	New
1314	LHC Little House Capital Braintree, Massachusetts	$298K	-$4.6K	1	0.15%	Reduced
1315	CA Calton & Associates Tampa, Florida	$297K	+$19.3K	1	0.11%	Increased
1316	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$296K	-$14K	1	0.15%	Reduced
1317	CT Chicago Trust Grayslake, Illinois	$296K	-$232K	1	0.07%	Reduced
1318	TLCM Twin Lakes Capital Management Redwood Shores, California	$296K	$0	1	0.23%	Maintained
1319	FBFS First Business Financial Services Madison, Wisconsin	$295K	$0	1	0.04%	Maintained
1320	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$295K	-$51.4K	1	0.02%	Reduced
1321	FRM Fox Run Management Greenwich, Connecticut	$295K	-$188K	1	0.12%	Reduced
1322	HFG Heron Financial Group New York	$295K	$0	1	0.2%	Maintained
1323	CRI Colonial River Investments Midlothian, Virginia	$294K	+$15.3K	1	0.19%	Increased
1324	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$293K	+$231K	2	0.06%	Increased
1325	CC Courier Capital Buffalo, New York	$291K	-$19.5K	1	0.03%	Reduced