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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
1376	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$196K	+$163K	2	0.1%	Increased
1377	M MOTCO San Antonio, Texas	$196K	-$6.44K	1	0.02%	Reduced
1378	GC Globeflex Capital San Diego, California	$193K	$0	1	0.03%	Maintained
1379	FNBOSM First National Bank of South Miami South Miami, Florida	$192K	-$26.9K	1	0.15%	Reduced
1380	ECG Edge Capital Group Atlanta, Georgia	$185K	+$4.62K	1	0.02%	Increased
1381	OC Oakworth Capital Birmingham, Alabama	$184K	$0	1	0.02%	Maintained
1382	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$170K	+$14.4K	4	0.02%	Increased
1383	FWM Focused Wealth Management Newburgh, New York	$166K	$0	2	0.03%	Maintained
1384	WSC Wellington Shields & Co New York	$159K	$0	2	0.07%	Maintained
1385	MHR Matthew Hamilton Rosenberg	$157K	+$17.2K	2	0.06%	Increased
1386	TFM TFC Financial Management Boston, Massachusetts	$155K	+$31.5K	3	0.05%	Increased
1387	EIM Essex Investment Management Boston, Massachusetts	$154K	$0	2	0.02%	Maintained
1388	MCC Money Concepts Capital Palm Beach Gardens, Florida	$153K	+$97.4K	1	0.01%	Increased
1389	ABLA Alan B. Lancz & Associates Toledo, Ohio	$150K	$0	1	0.18%	Maintained
1390	TC Truvestments Capital Sarasota, Florida	$150K	+$568	2	0.09%	Increased
1391	AA Alta Advisers London, United Kingdom	$147K	+$154K	1	0.09%	New
1392	AIM Axiom Investment Management New York	$146K	+$161K	3	0.29%	New
1393	WAM Worth Asset Management Dallas, Texas	$146K	$0	1	0.11%	Maintained
1394	SCM Silvant Capital Management Atlanta, Georgia	$144K	$0	1	0.01%	Maintained
1395	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$140K	$0	2	0.07%	Maintained
1396	KFI Key Financial Inc West Chester, Pennsylvania	$137K	+$10.8K	3	0.06%	Increased
1397	EW Evoke Wealth Los Angeles, California	$135K	-$49.1K	3	0.01%	Reduced
1398	Country Trust Bank Bloomington, Illinois	$132K	-$1K	1	0%	Reduced
1399	Kayne Anderson Rudnick Investment Management Los Angeles, California	$129K	+$121K	2	0%	Increased
1400	EIP Ellis Investment Partners Berwyn, Pennsylvania	$124K	+$700	1	0.03%	Increased