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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	William Blair & Company Chicago, Illinois	$13.3M	+$435K	3	0.05%	Increased
327	Alpha Cubed Investments Irvine, California	$13.3M	-$1.96M	1	0.89%	Reduced
328	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13.2M	+$233K	1	0.65%	Increased
329	Gotham Asset Management New York	$13.1M	-$1.28M	4	0.27%	Reduced
330	EI EAM Investors Solana Beach, California	$12.8M	-$349K	5	2.47%	Reduced
331	Becker Capital Management Portland, Oregon	$12.5M	-$1.14M	1	0.5%	Reduced
332	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$12.5M	-$52.2K	1	1.37%	Reduced
333	CIBC Asset Management Toronto, Ontario, Canada	$12.4M	-$136K	2	0.05%	Reduced
334	SPC Stewart & Patten Company Lafayette, California	$12.3M	+$218K	1	2.14%	Increased
335	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$12.2M	+$4.91M	3	0.01%	Increased
336	Huntington National Bank Columbus, Ohio	$12.2M	+$886K	4	0.12%	Increased
337	GAI General American Investors New York	$12M	-$5.16M	1	1.07%	Reduced
338	Chartwell Investment Partners Berywn, Pennsylvania	$12M	-$529K	1	0.46%	Reduced
339	FAB First American Bank Dundee, Illinois	$11.9M	+$11.4K	1	1.08%	Increased
340	Xponance Philadelphia, Pennsylvania	$11.8M	+$72.8K	2	0.16%	Increased
341	WIC Willis Investment Counsel Gainesville, Georgia	$11.8M	$0	1	0.89%	Maintained
342	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$11.8M	+$175K	3	0.02%	Increased
343	ZCM Ziegler Capital Management Chicago, Illinois	$11.7M	-$946K	1	0.47%	Reduced
344	NewEdge Advisors New Orleans, Louisiana	$11.6M	+$1.15M	2	0.13%	Increased
345	TCOV Trust Company of Vermont Brattleboro, Vermont	$11.6M	+$79.6K	3	0.78%	Increased
346	Kayne Anderson Rudnick Investment Management Los Angeles, California	$11.6M	+$11.5M	2	0.03%	Increased
347	Capital Fund Management (CFM) Paris, France	$11.6M	+$11.7M	1	0.04%	New
348	First Citizens Bank & Trust Raleigh, North Carolina	$11.5M	-$1.83M	1	0.22%	Reduced
349	WTFG Wells Trecaso Financial Group Akron, Ohio	$11.5M	-$142K	1	5.09%	Reduced
350	Anchor Capital Advisors Boston, Massachusetts	$11.3M	-$11.6M	1	0.32%	Reduced