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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
276	Foresters Investment Management New York	$6.76M	+$828K	2	0.13%	Increased
277	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$6.75M	-$20.4K	1	1.43%	Reduced
278	ARTA A.R.T. Advisors New York	$6.75M	+$5.21M	1	0.23%	Increased
279	Bridges Investment Management Omaha, Nebraska	$6.71M	+$27.5K	1	1.17%	Increased
280	BIA Barry Investment Advisors New Bedford, Massachusetts	$6.63M	+$236K	1	2.03%	Increased
281	SCM Stevens Capital Management Radnor, Pennsylvania	$6.61M	+$5.83M	1	0.24%	Increased
282	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.57M	-$560K	1	0.66%	Reduced
283	Capital Advisors Inc Tulsa, Oklahoma	$6.51M	+$162K	1	0.8%	Increased
284	PCM Palouse Capital Management Spokane, Washington	$6.45M	+$329K	1	2.27%	Increased
285	Fiera Capital (Canada) Montreal, Quebec, Canada	$6.43M	+$852K	1	0.05%	Increased
286	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.42M	+$97.1K	1	0.97%	Increased
287	Virtu KCG Holdings New York	$6.4M	+$4.76M	3	0.13%	Increased
288	Boston Partners Boston, Massachusetts	$6.38M	+$6.38M	1	0.01%	New
289	Fifth Third Bancorp Cincinnati, Ohio	$6.38M	-$3.68M	4	0.06%	Reduced
290	HighTower Advisors Chicago, Illinois	$6.36M	-$3.84M	2	0.09%	Reduced
291	Rothschild & Co Asset Management US Stamford, Connecticut	$6.26M	+$898K	1	0.12%	Increased
292	WAM World Asset Management Detroit, Michigan	$6.22M	-$31.1K	2	0.21%	Reduced
293	MC Moors & Cabot Boston, Massachusetts	$6.21M	+$796K	2	1.04%	Increased
294	Oppenheimer & Co New York	$6.15M	+$614K	2	0.17%	Increased
295	LPL Financial San Diego, California	$6.14M	+$1.27M	2	0.03%	Increased
296	Panagora Asset Management Boston, Massachusetts	$6.13M	-$631K	3	0.03%	Reduced
297	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.12M	+$231K	2	2.46%	Increased
298	Tudor Investment Corp Stamford, Connecticut	$6.12M	+$321K	1	0.2%	Increased
299	PCM Peg Capital Management Canaan, New Hampshire	$6.11M	-$716K	1	2.95%	Reduced
300	SPC Stewart & Patten Company Lafayette, California	$6.09M	-$36.4K	1	1.25%	Reduced