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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
1951	MAM MWA Asset Management Lexington, Massachusetts	$2.56M	+$15.3K	1	1.16%	Increased
1952	SPW Surience Private Wealth Yakima, Washington	$2.55M	+$2.21M	1	2.24%	New
1953	RCS Retirement Capital Strategies San Jose, California	$2.55M	-$3.06K	2	0.88%	Reduced
1954	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.54M	-$617K	2	1.35%	Reduced
1955	TA Tectonic Advisors Frisco, Texas	$2.54M	-$394K	1	0.12%	Reduced
1956	Acorns Advisers Irvine, California	$2.53M	+$125K	1	0.02%	Increased
1957	CCM Chickasaw Capital Management Memphis, Tennessee	$2.53M	-$110K	1	0.09%	Reduced
1958	PPG Peak Planning Group Centennial, Colorado	$2.52M	+$35.1K	1	0.57%	Increased
1959	IIM InTrack Investment Management South Burlington, Vermont	$2.51M	-$69.4K	1	1.25%	Reduced
1960	Birch Hill Investment Advisors Boston, Massachusetts	$2.51M	+$449K	1	0.1%	Increased
1961	CCT Chemung Canal Trust Elmira, New York	$2.5M	+$244K	1	0.46%	Increased
1962	FPL Fortress Private Ledger Raleigh, North Carolina	$2.5M	+$271K	3	0.68%	Increased
1963	BCM Birmingham Capital Management Birmingham, Alabama	$2.5M	-$15.3K	1	0.95%	Reduced
1964	TFA Toth Financial Advisory Leesburg, Virginia	$2.49M	-$586K	5	0.24%	Reduced
1965	Beck Mack & Oliver New York	$2.49M	-$43.9K	1	0.05%	Reduced
1966	Accredited Investors Edina, Minnesota	$2.49M	-$155K	3	0.11%	Reduced
1967	N Numerai San Francisco, California	$2.49M	+$352K	1	0.2%	Increased
1968	IIM Ipswich Investment Management Beverly, Massachusetts	$2.49M	-$33.7K	1	0.53%	Reduced
1969	Martingale Asset Management Boston, Massachusetts	$2.49M	+$1.55M	1	0.06%	Increased
1970	WAM Weinberger Asset Management Los Angeles, California	$2.47M	-$117K	1	0.79%	Reduced
1971	IRAG Investment Research & Advisory Group Atlanta, Georgia	$2.47M	-$39.8K	2	0.76%	Reduced
1972	Leonteq Securities AG Zurich, Switzerland	$2.47M	-$1.65M	2	0.09%	Reduced
1973	BB Berkshire Bank Pittsfield, Massachusetts	$2.47M	+$1.02K	1	0.47%	Increased
1974	SFC SYM Financial Corp Winona Lake, Indiana	$2.47M	+$93.4K	2	0.2%	Increased
1975	SAM Silphium Asset Management London, United Kingdom	$2.46M	+$818K	2	0.83%	Increased