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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
1901	MPPW Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma	$0	-$1.05M	0	–	Closed
1902	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$6.23M	0	–	Closed
1903	MM MQS Management New York	$0	-$857K	0	–	Closed
1904	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$0	-$5.27M	0	–	Closed
1905	NRD Nebula Research & Development New York	$0	-$228K	0	–	Closed
1906	NERM New England Research & Management Chicago, Illinois	$0	-$720K	0	–	Closed
1907	Nicholas Hoffman & Company Atlanta, Georgia	$0	-$372K	0	–	Closed
1908	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$0	-$3.61M	0	–	Closed
1909	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$0	-$1.62M	0	–	Closed
1910	Old Mission Capital Chicago, Illinois	$0	-$2.59M	0	–	Closed
1911	Optiver Holding Amsterdam, Netherlands	$0	-$3.45M	0	–	Closed
1912	PEAK6 Investments Chicago, Illinois	$0	-$394K	0	–	Closed
1913	PRC Pearl River Capital Niles, Michigan	$0	-$4.14M	0	–	Closed
1914	PDM Penn Davis McFarland Dallas, Texas	$0	-$14.5M	0	–	Closed
1915	PAA Peregrine Asset Advisers Portland, Oregon	$0	-$1.91M	0	–	Closed
1916	PP PrairieView Partners St. Paul, Minnesota	$0	+$704	1	0%	New
1917	PCM Prelude Capital Management New York	$0	-$611K	0	–	Closed
1918	QT Quantamental Technologies White Plains, New York	$0	-$385K	0	–	Closed
1919	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$2.09M	0	–	Closed
1920	RPSA Richard P. Slaughter Associates Austin, Texas	$0	-$1.48M	0	–	Closed
1921	RF Robbins Farley Bedford, New Hampshire	$0	-$344	0	–	Closed
1922	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$0	-$1.35M	0	–	Closed
1923	Sageworth Trust Lancaster, Pennsylvania	$0	-$74.4K	0	–	Closed
1924	SC Schubert & Co Mckinney, Texas	$0	-$20.4K	0	–	Closed
1925	SRC Shufro Rose & Co New York	$0	-$7.12M	0	–	Closed