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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	MFWM Motley Fool Wealth Management Alexandria, Virginia	$2.57M	+$174K	1	0.28%	Increased
377	VAM Visionary Asset Management Houston, Texas	$2.55M	+$89.7K	1	0.9%	Increased
378	Employees Retirement System of Texas Austin, Texas	$2.54M	+$430K	2	0.03%	Increased
379	ACM Ativo Capital Management Chicago, Illinois	$2.53M	-$817	1	0.62%	Reduced
380	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.52M	$0	1	0.11%	Maintained
381	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.51M	-$4.18K	1	2.12%	Reduced
382	MUFG Americas New York	$2.5M	-$178K	4	0.09%	Reduced
383	Hennessy Advisors Inc Novato, California	$2.45M	$0	1	0.07%	Maintained
384	Norinchukin Bank Tokyo, Japan	$2.44M	-$346K	1	0.06%	Reduced
385	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.44M	+$77.6K	1	0.03%	Increased
386	SW SVB Wealth Boston, Massachusetts	$2.42M	+$229K	1	0.1%	Increased
387	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.42M	$0	1	0.9%	Maintained
388	Sumitomo Life Insurance Tokyo, Japan	$2.42M	-$673K	1	0.33%	Reduced
389	FAT First American Trust Santa Ana, California	$2.42M	-$61.8K	1	0.85%	Reduced
390	Truist Financial Charlotte, North Carolina	$2.4M	-$1.38M	2	0.05%	Reduced
391	HCA Horan Capital Advisors Cincinnati, Ohio	$2.38M	-$7.37K	1	1.94%	Reduced
392	NSIM North Star Investment Management Chicago, Illinois	$2.37M	+$24.6K	2	0.44%	Increased
393	Johnson Investment Counsel Cincinnati, Ohio	$2.35M	-$838K	2	0.08%	Reduced
394	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.34M	+$7.98K	1	0.8%	Increased
395	Kentucky Retirement Systems Frankfort, Kentucky	$2.33M	-$197K	1	0.15%	Reduced
396	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.31M	+$524K	1	1.68%	Increased
397	Boston Financial Management Boston, Massachusetts	$2.31M	+$2.38M	1	0.19%	New
398	CAM Carret Asset Management New York	$2.27M	-$614	1	0.44%	Reduced
399	EWM Endurance Wealth Management Providence, Rhode Island	$2.27M	+$11.4K	1	0.43%	Increased
400	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.27M	-$36.9K	2	0.12%	Reduced