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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	% of Portfolio	Status
2026	AIM Aigen Investment Management New York	$0	-$471K	–	Closed
2027	Altshuler Shaham Tel Aviv, Israel	$0	-$22K	–	Closed
2028	AWAM Appian Way Asset Management New York	$0	-$2.7M	–	Closed
2029	AC ASB Consultores Aventura, Florida	$0	-$318K	–	Closed
2030	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$39.2K	–	Closed
2031	BCM Bayesian Capital Management Brooklyn, New York	$0	-$360K	–	Closed
2032	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$0	-$491K	–	Closed
2033	BS Bessemer Securities New York	$0	-$947K	–	Closed
2034	BW Gestao de Investimentos Sao Paulo, Brazil	$0	-$2.13M	–	Closed
2035	Cantor Fitzgerald New York	$0	-$3.62M	–	Closed
2036	CGIM Capital Group Investment Management Raffles Quay, Singapore	$0	-$229K	–	Closed
2037	Capital International Inc Los Angeles, California	$0	-$896K	–	Closed
2038	CCP Carmel Capital Partners San Diego, California	$0	-$102K	–	Closed
2039	CAM Chesapeake Asset Management New York	$0	-$917K	–	Closed
2040	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$0	-$9.17K	–	Closed
2041	CA Corrado Advisors Ramsey, New Jersey	$0	-$336K	–	Closed
2042	CA Crewe Advisors Salt Lake City, Utah	$0	-$477	–	Closed
2043	DCM Dean Capital Management Overland Park, Kansas	$0	-$1.2M	–	Closed
2044	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$2.03M	–	Closed
2045	Dymon Asia Capital (Singapore) Singapore	$0	-$1.26M	–	Closed
2046	EARNEST Partners Atlanta, Georgia	$0	-$46.3K	–	Closed
2047	ESCM Echo Street Capital Management New York	$0	-$540K	–	Closed
2048	EW Evoke Wealth Los Angeles, California	$0	-$378K	–	Closed
2049	Fenimore Asset Management Cobleskill, New York	$0	-$353K	–	Closed
2050	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$0	-$491K	–	Closed