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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
351	CAM Cypress Asset Management Houston, Texas	$5.15M	-$173K	1	0.93%	Reduced
352	Segall Bryant & Hamill Chicago, Illinois	$5.12M	-$80.7K	2	0.12%	Reduced
353	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.08M	+$14.7K	1	0.13%	Increased
354	JP Morgan Private Wealth Advisors San Francisco, California	$5.06M	+$642K	2	0.09%	Increased
355	ST Semper Trust King Of Prussia, Pennsylvania	$5.06M	+$27.6K	1	2.06%	Increased
356	MC Moors & Cabot Boston, Massachusetts	$5.04M	+$4.96M	2	1.28%	New
357	FM Family Management New York	$5.03M	-$79.4K	1	2.62%	Reduced
358	TI Turner Investments Berwyn, Pennsylvania	$5M	-$2.91M	3	0.13%	Reduced
359	UPA Union Point Advisors San Mateo, California	$4.99M	+$883K	1	2.28%	Increased
360	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$4.97M	-$683K	1	0.25%	Reduced
361	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$4.96M	-$112K	1	0.29%	Reduced
362	CA Cullinan Associates Louisville, Kentucky	$4.91M	+$189K	1	0.56%	Increased
363	Central Trust Company Jefferson City, Missouri	$4.85M	-$200K	2	0.4%	Reduced
364	FPCM Financial Partners Capital Management New York	$4.84M	-$102K	1	1.57%	Reduced
365	PCA Private Capital Advisors Darien, Connecticut	$4.76M	-$19.2K	1	1.81%	Reduced
366	Commonwealth Equity Services Waltham, Massachusetts	$4.69M	-$408K	3	0.06%	Reduced
367	HL HeadInvest LLC Portland, Maine	$4.68M	-$85.5K	2	2.02%	Reduced
368	FSA Financial Sense Advisors San Diego, California	$4.68M	+$499K	1	2.02%	Increased
369	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$4.67M	-$62.8K	1	1.64%	Reduced
370	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.66M	+$4.57M	1	0.2%	New
371	GIM Goelzer Investment Management Carmel, Indiana	$4.61M	+$194K	1	0.82%	Increased
372	NI Nepsis Inc Minneapolis, Minnesota	$4.53M	+$359K	1	2.75%	Increased
373	SAC Capital Advisors Stamford, Connecticut	$4.52M	-$23.6M	1	0.02%	Reduced
374	SC Skylands Capital Milwaukee, Wisconsin	$4.51M	+$2.08M	2	0.47%	Increased
375	HPA Hilltop Park Associates New York	$4.51M	+$737K	1	5.18%	Increased