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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	Williams Jones & Associates New York	$4.1M	-$744K	1	0.1%	Reduced
352	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.08M	+$74.6K	1	0.04%	Increased
353	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.08M	-$54.7K	1	2.87%	Reduced
354	WesBanco Bank Wheeling, West Virginia	$4.05M	+$1.3M	1	0.21%	Increased
355	SIC Schwartz Investment Counsel Plymouth, Michigan	$4.05M	+$136K	1	0.25%	Increased
356	B BP London, United Kingdom	$3.99M	$0	1	0.14%	Maintained
357	Capital Investment Advisors Atlanta, Georgia	$3.98M	+$120K	1	0.27%	Increased
358	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$3.96M	+$1.14M	1	1.44%	Increased
359	Amalgamated Bank New York	$3.94M	+$68.5K	1	0.12%	Increased
360	FNT First Nebraska Trust Lincoln, Nebraska	$3.89M	$0	1	0.85%	Maintained
361	Brown Advisory Baltimore, Maryland	$3.89M	-$14M	2	0.01%	Reduced
362	Advent Capital Management New York	$3.84M	-$2.26M	1	0.07%	Reduced
363	Johnson Investment Counsel Cincinnati, Ohio	$3.83M	-$71.6K	3	0.1%	Reduced
364	MFWM Motley Fool Wealth Management Alexandria, Virginia	$3.81M	+$99.2K	1	0.32%	Increased
365	Creative Planning Overland Park, Kansas	$3.81M	+$618K	2	0.02%	Increased
366	Bragg Financial Advisors Charlotte, North Carolina	$3.79M	+$129K	1	0.58%	Increased
367	William Blair & Company Chicago, Illinois	$3.77M	+$214K	2	0.03%	Increased
368	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.76M	+$170K	2	0.02%	Increased
369	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.75M	+$162K	1	0.03%	Increased
370	Eastern Bank Boston, Massachusetts	$3.71M	+$574K	1	0.26%	Increased
371	Ameritas Investment Partners Lincoln, Nebraska	$3.68M	+$35.3K	3	0.17%	Increased
372	CIBC Asset Management Toronto, Ontario, Canada	$3.67M	-$261K	1	0.02%	Reduced
373	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.67M	+$42K	1	0.06%	Increased
374	BOK Financial Tulsa, Oklahoma	$3.62M	+$90.2K	2	0.11%	Increased
375	ECM EagleClaw Capital Management Boston, Massachusetts	$3.62M	-$20.8K	1	2.05%	Reduced