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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	Private Advisor Group Morristown, New Jersey	$4.57M	+$1.5M	2	0.07%	Increased
377	RWA Wealth Partners Newton, Massachusetts	$4.51M	+$41.5K	1	0.48%	Increased
378	Tudor Investment Corp Stamford, Connecticut	$4.51M	+$1.68M	4	0.15%	Increased
379	Fort Washington Investment Advisors Cincinnati, Ohio	$4.48M	+$1.16M	1	0.05%	Increased
380	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.47M	+$59.4K	1	0.58%	Increased
381	Baker Avenue Asset Management San Francisco, California	$4.46M	+$235K	1	0.35%	Increased
382	FTC Farmers Trust Company Youngstown, Ohio	$4.41M	-$858K	1	1.22%	Reduced
383	Kennedy Capital Management St Louis, Missouri	$4.39M	$0	1	0.11%	Maintained
384	AOWM Alpha Omega Wealth Management Richmond, Virginia	$4.38M	+$671K	1	0.71%	Increased
385	OAM Oxford Asset Management Oxford, United Kingdom	$4.37M	-$3.36M	4	0.11%	Reduced
386	Lincoln National Corp Radnor, Pennsylvania	$4.37M	+$108K	2	0.16%	Increased
387	First Citizens Bank & Trust Raleigh, North Carolina	$4.33M	-$76.3K	1	0.52%	Reduced
388	CA Callahan Advisors Houston, Texas	$4.32M	+$364K	1	0.75%	Increased
389	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.3M	-$86.7K	1	0.32%	Reduced
390	D.A. Davidson & Co Great Falls, Montana	$4.3M	+$576K	3	0.08%	Increased
391	CP Cumberland Partners Toronto, Ontario, Canada	$4.28M	-$22.7K	1	0.41%	Reduced
392	Nissay Asset Management Tokyo, Japan	$4.19M	+$170K	1	0.1%	Increased
393	AAM Azzad Asset Management Falls Church, Virginia	$4.18M	+$1.84M	2	0.52%	Increased
394	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.14M	+$348K	1	0.34%	Increased
395	WhitTier Trust Company Reno, Nevada	$4.09M	+$68.5K	2	0.28%	Increased
396	CB Cadence Bank Tupelo, Mississippi	$4.08M	+$146K	1	0.38%	Increased
397	Ameritas Investment Partners Lincoln, Nebraska	$4.07M	-$54.6K	5	0.19%	Reduced
398	GC GMT Capital Atlanta, Georgia	$4.07M	$0	1	0.15%	Maintained
399	HR Howe & Rusling Rochester, New York	$4.05M	-$1.87M	2	0.71%	Reduced
400	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$4M	+$301K	2	2.44%	Increased