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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	Dynamic Advisor Solutions Phoenix, Arizona	$2.97M	+$3.09M	1	1.23%	New
352	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.96M	-$1.63M	2	1.41%	Reduced
353	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$2.95M	-$92.5K	1	0.16%	Reduced
354	CC Colrain Capital Boston, Massachusetts	$2.91M	-$856K	1	0.29%	Reduced
355	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$2.86M	+$58.3K	1	1.22%	Increased
356	TA Teton Advisors Rye, New York	$2.85M	$0	2	0.25%	Maintained
357	ECM Estabrook Capital Management New York	$2.83M	-$118K	1	0.41%	Reduced
358	Oppenheimer & Co New York	$2.82M	-$3.33M	2	0.08%	Reduced
359	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$2.8M	-$178K	1	0.02%	Reduced
360	Wolverine Asset Management Chicago, Illinois	$2.79M	+$2.9M	1	0.06%	New
361	PAM Princeton Alpha Management Princeton Junction, New Jersey	$2.78M	+$2.23M	1	0.48%	Increased
362	VAM Visium Asset Management New York	$2.75M	+$2.37M	1	0.04%	Increased
363	Verition Fund Management Greenwich, Connecticut	$2.74M	+$1.85M	1	0.52%	Increased
364	PPCM Pillar Pacific Capital Management Pacifica, California	$2.73M	+$2.84M	1	0.49%	New
365	CCC Chelsea Counsel Company Los Angeles, California	$2.71M	-$124K	1	0.82%	Reduced
366	BCM Bourgeon Capital Management Darien, Connecticut	$2.68M	-$758K	1	1.72%	Reduced
367	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$2.66M	+$2.77M	1	1.17%	New
368	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.64M	-$97.5K	1	0.13%	Reduced
369	Boston Trust Walden Boston, Massachusetts	$2.6M	-$813K	1	0.05%	Reduced
370	Sumitomo Life Insurance Tokyo, Japan	$2.59M	+$168K	1	0.33%	Increased
371	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$2.58M	+$163K	1	2.94%	Increased
372	LSV Asset Management Chicago, Illinois	$2.56M	-$260K	1	0.01%	Reduced
373	Fidelity International Hamilton, Bermuda	$2.56M	-$29.9M	1	0.01%	Reduced
374	SW SVB Wealth Boston, Massachusetts	$2.54M	-$988K	1	0.1%	Reduced
375	BWM Braver Wealth Management Needham, Massachusetts	$2.52M	-$1.64M	1	0.52%	Reduced