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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	Atria Investments Charlotte, North Carolina	$9.8M	+$313K	3	0.17%	Increased
327	FA FDx Advisors Chicago, Illinois	$9.77M	+$1.17K	3	0.27%	Increased
328	PP Prospector Partners Guilford, Connecticut	$9.73M	-$116K	1	1.13%	Reduced
329	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$9.65M	-$51.4K	1	0.93%	Reduced
330	CCP Corient Capital Partners Newport Beach, California	$9.62M	-$269K	1	0.64%	Reduced
331	M MOTCO San Antonio, Texas	$9.6M	-$227K	1	0.59%	Reduced
332	Lincoln National Corp Radnor, Pennsylvania	$9.6M	+$95.3K	1	0.19%	Increased
333	F.L. Putnam Investment Management Lynnfield, Massachusetts	$9.59M	+$323K	1	0.29%	Increased
334	MLICM Metropolitan Life Insurance Company (MetLife) New York	$9.52M	-$189K	5	0.13%	Reduced
335	Connectus Wealth Cincinnati, Ohio	$9.52M	+$9.11M	2	0.37%	New
336	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.47M	-$12.9M	4	0.1%	Reduced
337	AIC AWM Investment Company New York	$9.3M	$0	1	0.93%	Maintained
338	TCW Group Los Angeles, California	$9.26M	+$2.16M	1	0.08%	Increased
339	FAB First American Bank Dundee, Illinois	$9.26M	+$394K	1	0.49%	Increased
340	Level Four Advisory Services Dallas, Texas	$9.12M	+$3.45M	1	0.7%	Increased
341	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$9.02M	+$347K	1	1.75%	Increased
342	ING Group Amsterdam, Netherlands	$8.99M	+$3.08M	1	0.08%	Increased
343	Conning Inc Hartford, Connecticut	$8.82M	-$1.51M	1	0.24%	Reduced
344	WTFG Wells Trecaso Financial Group Akron, Ohio	$8.79M	-$425K	1	3.82%	Reduced
345	Colony Group Boston, Massachusetts	$8.72M	-$456K	3	0.15%	Reduced
346	BPIM Brant Point Investment Management New York	$8.71M	+$3.87M	1	1.37%	Increased
347	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$8.63M	+$7.16K	2	0.34%	Increased
348	Wilmington Savings Fund Society Wilmington, Delaware	$8.6M	-$49.8K	1	0.31%	Reduced
349	CTA Colonial Trust Advisors Spartanburg, South Carolina	$8.56M	-$272K	1	0.96%	Reduced
350	Squarepoint New York	$8.43M	-$11M	6	0.02%	Reduced