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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	EWM Edge Wealth Management New York	$4.55M	+$134K	2	2.06%	Increased
302	BHTS Bar Harbor Trust Services Ellsworth, Maine	$4.53M	+$4M	1	2.59%	New
303	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.51M	-$1.53M	2	0.63%	Reduced
304	OIM Opus Investment Management Worcester, Massachusetts	$4.49M	$0	1	0.86%	Maintained
305	Janus Henderson Investors US Denver, Colorado	$4.47M	-$112K	1	0%	Reduced
306	KIA KCM Investment Advisors Greenbrae, California	$4.37M	-$173K	2	0.32%	Reduced
307	Choate Investment Advisors Boston, Massachusetts	$4.36M	-$54.5K	2	0.3%	Reduced
308	SIC Schwartz Investment Counsel Plymouth, Michigan	$4.33M	+$1.99M	1	0.33%	Increased
309	Prudential plc London, England, United Kingdom	$4.32M	-$14.8M	1	0.02%	Reduced
310	KFP Keystone Financial Planning Cleveland, Ohio	$4.31M	+$896K	1	3.09%	Increased
311	PFC Phocas Financial Corp Alameda, California	$4.27M	+$3.77M	1	0.33%	New
312	D.A. Davidson & Co Great Falls, Montana	$4.26M	-$418K	2	0.13%	Reduced
313	WC Walthausen & Co Malta, New York	$4.24M	-$2.25M	1	0.45%	Reduced
314	ICOM Investment Counselors of Maryland Baltimore, Maryland	$4.21M	-$6.63M	1	0.24%	Reduced
315	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.2M	+$289K	1	0.11%	Increased
316	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.17M	+$3.04K	1	3.79%	Increased
317	WBC Westpac Banking Corp Sydney, Australia	$4.16M	+$3.67M	1	0.05%	New
318	CAM Cypress Asset Management Houston, Texas	$4.16M	-$38.1K	1	0.85%	Reduced
319	CIBC Private Wealth Group Atlanta, Georgia	$4.15M	-$445K	2	0.03%	Reduced
320	NAM NorthCoast Asset Management Greenwich, Connecticut	$4.12M	+$144K	1	0.35%	Increased
321	Commonwealth Equity Services Waltham, Massachusetts	$4.05M	-$310K	3	0.04%	Reduced
322	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.05M	+$56.6K	3	0.12%	Increased
323	William Blair & Company Chicago, Illinois	$4M	-$90.2K	2	0.04%	Reduced
324	ARTA A.R.T. Advisors New York	$3.99M	-$2.62M	1	0.18%	Reduced
325	GIM Goelzer Investment Management Carmel, Indiana	$3.93M	-$60.7K	1	0.56%	Reduced