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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	Cowen and Company New York	$6.99M	$0	1	0.62%	Maintained
327	Hancock Whitney Gulfport, Mississippi	$6.99M	+$1.07M	3	0.23%	Increased
328	E Ergoteles New York	$6.86M	+$6.45M	1	0.23%	New
329	BFG Beacon Financial Group Dallas, Texas	$6.8M	-$175K	1	1.06%	Reduced
330	First Manhattan New York	$6.78M	-$20.3K	4	0.03%	Reduced
331	FNT First Nebraska Trust Lincoln, Nebraska	$6.75M	-$32.8K	1	0.97%	Reduced
332	Lincoln National Corp Radnor, Pennsylvania	$6.74M	-$259K	2	0.18%	Reduced
333	Illinois Municipal Retirement Fund Oak Brook, Illinois	$6.74M	+$4.41M	2	0.31%	Increased
334	GHA GW Henssler & Associates Kennesaw, Georgia	$6.73M	+$10.6K	1	0.51%	Increased
335	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.69M	-$46.8K	1	1.82%	Reduced
336	Busey Bank Urbana, Illinois	$6.67M	-$37K	2	0.38%	Reduced
337	WTFG Wells Trecaso Financial Group Akron, Ohio	$6.62M	-$270K	1	3.69%	Reduced
338	SAM Socorro Asset Management Dallas, Texas	$6.58M	+$6.19M	1	3.42%	New
339	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$6.54M	+$4.95M	1	0.23%	New
340	RWA Wealth Partners Newton, Massachusetts	$6.52M	-$119K	1	0.58%	Reduced
341	Smith Salley Wealth Management Greensboro, North Carolina	$6.46M	-$14.6K	2	0.65%	Reduced
342	Wilmington Savings Fund Society Wilmington, Delaware	$6.44M	-$44.9K	1	0.27%	Reduced
343	TD Private Client Wealth New York	$6.41M	-$784K	2	0.33%	Reduced
344	AGF Investments Inc Toronto, Ontario, Canada	$6.4M	+$50.1K	1	0.05%	Increased
345	Capital World Investors Los Angeles, California	$6.38M	$0	1	0%	Maintained
346	M MOTCO San Antonio, Texas	$6.36M	-$821K	2	0.47%	Reduced
347	Bartlett & Co Cincinnati, Ohio	$6.35M	-$7.13K	2	0.14%	Reduced
348	Bartlett & Co Wealth Management Cincinnati, Ohio	$6.35M	-$7.13K	2	0.14%	Reduced
349	Hudson Bay Capital Management Stamford, Connecticut	$6.28M	-$2.39M	1	0.07%	Reduced
350	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.2M	+$119K	1	0.86%	Increased