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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
301	TIM Thompson Investment Management Madison, Wisconsin	$6.06M	+$496K	1	1.15%	Increased
302	AA Apriem Advisors Irvine, California	$6.06M	-$190K	2	2.1%	Reduced
303	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.89M	+$346K	2	1.27%	Increased
304	Utah Retirement Systems Salt Lake City, Utah	$5.79M	+$177K	1	0.15%	Increased
305	DIA Davidson Investment Advisors Great Falls, Montana	$5.77M	+$103K	1	0.86%	Increased
306	Jane Street New York	$5.69M	+$2.82M	2	0.04%	Increased
307	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$5.68M	-$1.45M	2	0.16%	Reduced
308	OCG Opus Capital Group Cincinnati, Ohio	$5.66M	-$1.07M	1	0.9%	Reduced
309	BIC Bridges Investment Counsel Omaha, Nebraska	$5.65M	+$1.02K	1	1.29%	Increased
310	AF Ally Financial Detroit, Michigan	$5.57M	$0	1	0.58%	Maintained
311	TF Trutina Financial Bellevue, Washington	$5.53M	-$326K	1	4.56%	Reduced
312	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$5.49M	+$4.95M	1	0.06%	New
313	D.A. Davidson & Co Great Falls, Montana	$5.48M	-$1.04M	2	0.18%	Reduced
314	Lord, Abbett & Co Jersey City, New Jersey	$5.41M	-$275K	2	0.01%	Reduced
315	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.4M	-$233K	2	0.9%	Reduced
316	NI Nepsis Inc Minneapolis, Minnesota	$5.37M	+$24.3K	1	3.24%	Increased
317	CIBC Private Wealth Group Atlanta, Georgia	$5.37M	+$1.27M	2	0.04%	Increased
318	GC Gratry & Company Beachwood, Ohio	$5.32M	-$3.16M	1	2.87%	Reduced
319	CCM Cadence Capital Management Boston, Massachusetts	$5.31M	-$748K	1	0.32%	Reduced
320	Commerce Bank Kansas City, Missouri	$5.29M	-$140K	2	0.08%	Reduced
321	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.26M	+$416K	1	2.45%	Increased
322	FTB First Trust Bank Nassau, Bahamas	$5.23M	+$5.09M	1	7.27%	New
323	BOK Financial Tulsa, Oklahoma	$5.2M	+$972K	2	0.18%	Increased
324	CC Colrain Capital Boston, Massachusetts	$5.2M	-$1.33M	1	0.43%	Reduced
325	FPCM Financial Partners Capital Management New York	$5.19M	+$168K	1	1.3%	Increased