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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
376	Mirae Asset Global Investments Seoul, South Korea	$3.95M	+$732K	2	0.13%	Increased
377	SG Americas Securities New York	$3.93M	-$12.6M	3	0.02%	Reduced
378	RPA Rock Point Advisors Burlington, Vermont	$3.9M	-$97.2K	1	1.95%	Reduced
379	KFS Kurt F. Somerville	$3.88M	+$384K	2	0.88%	Increased
380	TC TFS Capital West Chester, Pennsylvania	$3.88M	+$2.82M	1	0.38%	Increased
381	HCA Horan Capital Advisors Cincinnati, Ohio	$3.82M	+$128K	1	3.19%	Increased
382	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.74M	-$170K	1	0.16%	Reduced
383	Cullen Capital Management New York	$3.73M	-$3.07M	2	0.1%	Reduced
384	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$3.72M	-$158K	1	0.18%	Reduced
385	EWM Endurance Wealth Management Providence, Rhode Island	$3.71M	+$495K	1	0.65%	Increased
386	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.7M	-$2.19M	1	0.07%	Reduced
387	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.61M	+$409K	2	0.46%	Increased
388	D.E. Shaw & Co New York	$3.59M	+$962K	4	0.01%	Increased
389	Carnegie Investment Counsel Pepper Pike, Ohio	$3.58M	-$61.7K	1	0.62%	Reduced
390	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$3.53M	-$791K	1	0.96%	Reduced
391	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.53M	-$5.11K	1	0.85%	Reduced
392	CA Cullinan Associates Louisville, Kentucky	$3.53M	-$274K	1	0.27%	Reduced
393	Gradient Investments Arden Hills, Minnesota	$3.53M	+$269K	2	0.53%	Increased
394	BPBT Boston Private Bank & Trust Boston, Massachusetts	$3.52M	-$2.42M	2	0.16%	Reduced
395	MIM Marco Investment Management Atlanta, Georgia	$3.51M	+$57.8K	1	0.61%	Increased
396	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.51M	+$106K	1	0.02%	Increased
397	Kennedy Capital Management St Louis, Missouri	$3.48M	-$1.39M	1	0.06%	Reduced
398	HL HeadInvest LLC Portland, Maine	$3.46M	-$25.9K	2	1.24%	Reduced
399	CCC Chelsea Counsel Company Los Angeles, California	$3.46M	-$35K	1	0.74%	Reduced
400	Calamos Wealth Management Naperville, Illinois	$3.42M	-$524K	1	0.85%	Reduced