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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	Commerce Bank Kansas City, Missouri	$4.43M	-$170K	2	0.08%	Reduced
302	D.A. Davidson & Co Great Falls, Montana	$4.42M	+$415K	2	0.15%	Increased
303	HighTower Advisors Chicago, Illinois	$4.37M	-$1.11M	2	0.06%	Reduced
304	FTB First Trust Bank Nassau, Bahamas	$4.37M	$0	1	13.09%	Maintained
305	Utah Retirement Systems Salt Lake City, Utah	$4.29M	+$23.6K	1	0.12%	Increased
306	Kornitzer Capital Management Shawnee Mission, Kansas	$4.27M	-$49.7K	1	0.07%	Reduced
307	Zurich Cantonal Bank Zurich, Switzerland	$4.18M	+$235K	3	0.06%	Increased
308	Virtu KCG Holdings New York	$4.17M	-$6.05M	3	0.07%	Reduced
309	KIA KCM Investment Advisors Greenbrae, California	$4.14M	-$169K	2	0.34%	Reduced
310	Choate Investment Advisors Boston, Massachusetts	$4.11M	-$28.9K	2	0.28%	Reduced
311	OIM Opus Investment Management Worcester, Massachusetts	$4.07M	+$590K	1	0.77%	Increased
312	BWM Braver Wealth Management Needham, Massachusetts	$4.05M	+$4.66M	1	1%	New
313	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.98M	+$12K	1	0.1%	Increased
314	B BP London, United Kingdom	$3.9M	$0	1	0.18%	Maintained
315	TF Trutina Financial Bellevue, Washington	$3.86M	-$481K	1	4.19%	Reduced
316	EWM Edge Wealth Management New York	$3.83M	+$242K	2	1.44%	Increased
317	BOK Financial Tulsa, Oklahoma	$3.81M	-$4.29K	2	0.14%	Reduced
318	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.78M	+$4.3M	2	0.06%	New
319	Fifth Third Bancorp Cincinnati, Ohio	$3.77M	-$2.86M	4	0.03%	Reduced
320	William Blair & Company Chicago, Illinois	$3.7M	-$19.7M	2	0.03%	Reduced
321	Commonwealth Equity Services Waltham, Massachusetts	$3.7M	+$162K	2	0.04%	Increased
322	CC Colrain Capital Boston, Massachusetts	$3.68M	-$272K	1	0.38%	Reduced
323	South Dakota Investment Council Sioux Falls, South Dakota	$3.65M	-$76.8K	1	0.08%	Reduced
324	PFC Phocas Financial Corp Alameda, California	$3.61M	+$4.16M	1	0.31%	New
325	Gotham Asset Management New York	$3.54M	+$1.48M	2	0.03%	Increased