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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
326	Congress Asset Management Boston, Massachusetts	$7.35M	+$50.3K	1	0.09%	Increased
327	USAA United Services Automobile Association San Antonio, Texas	$7.26M	-$1.49M	1	0.08%	Reduced
328	BCM Beddow Capital Management Jackson, Wyoming	$7.24M	-$199K	2	4.5%	Reduced
329	DF Donoghue Forlines Boston, Massachusetts	$7.24M	+$1.66M	2	1.12%	Increased
330	PP Paloma Partners Greenwich, Connecticut	$7.21M	+$3.26M	3	0.11%	Increased
331	CC Carlson Capital Dallas, Texas	$7.1M	+$6.66M	1	0.13%	New
332	Moore Capital Management New York	$7.08M	+$6.43M	1	0.23%	New
333	GIA Granite Investment Advisors Concord, New Hampshire	$7.06M	-$513K	1	1.33%	Reduced
334	CIBC World Markets New York	$6.98M	-$42.4M	2	0.05%	Reduced
335	AMG National Trust Bank Greenwood Village, Colorado	$6.97M	-$2.08M	2	0.39%	Reduced
336	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.87M	-$45.3K	3	0.52%	Reduced
337	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.86M	-$258K	1	0.23%	Reduced
338	Busey Bank Urbana, Illinois	$6.83M	+$29.9K	2	0.45%	Increased
339	Colony Group Boston, Massachusetts	$6.62M	+$323K	1	0.17%	Increased
340	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$6.58M	-$123K	1	1.73%	Reduced
341	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$6.5M	+$268K	1	0.4%	Increased
342	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.5M	-$334K	1	1.58%	Reduced
343	GIM Goelzer Investment Management Carmel, Indiana	$6.5M	+$176K	1	0.56%	Increased
344	DJSG D.J. St. Germain Springfield, Massachusetts	$6.48M	+$5.1M	2	0.54%	Increased
345	NCM Nelson Capital Management Menlo Park, California	$6.44M	-$37.5K	1	1.35%	Reduced
346	BFG Beacon Financial Group Dallas, Texas	$6.38M	+$694K	2	0.8%	Increased
347	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.31M	-$1.73M	1	0.53%	Reduced
348	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$6.25M	-$52.7K	1	0.78%	Reduced
349	First National Trust Hermitage, Pennsylvania	$6.18M	+$407K	1	0.5%	Increased
350	CGM Centenus Global Management New York	$6.16M	+$5.77M	1	0.84%	New