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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	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$5.97M	-$18K	1	0.75%	Reduced
377	Brown Advisory Baltimore, Maryland	$5.97M	+$178K	2	0.01%	Increased
378	Bank of Nova Scotia Toronto, Ontario, Canada	$5.92M	+$4.62M	2	0.02%	Increased
379	Bartlett & Co Cincinnati, Ohio	$5.9M	-$120K	2	0.13%	Reduced
380	Bartlett & Co Wealth Management Cincinnati, Ohio	$5.9M	-$120K	2	0.13%	Reduced
381	Nicholas Company Milwaukee, Wisconsin	$5.84M	$0	1	0.13%	Maintained
382	MP McDonald Partners Cleveland, Ohio	$5.77M	-$1.21M	2	2.2%	Reduced
383	Lido Advisors Los Angeles, California	$5.75M	+$1.85M	1	0.07%	Increased
384	PGA Portland Global Advisors Portland, Maine	$5.67M	+$89.1K	2	1.13%	Increased
385	Huntington National Bank Columbus, Ohio	$5.66M	-$83.7K	4	0.06%	Reduced
386	Vanguard Personalized Indexing Management Oakland, California	$5.64M	+$246K	3	0.26%	Increased
387	AG Advocate Group Minnetonka, Minnesota	$5.6M	+$50.3K	1	1.38%	Increased
388	Covington Capital Management Los Angeles, California	$5.52M	+$148K	4	0.24%	Increased
389	MIA MainStreet Investment Advisors Chicago, Illinois	$5.5M	+$19.1M	1	0.67%	New
390	SRC Shufro Rose & Co New York	$5.5M	+$22.1K	1	0.55%	Increased
391	Fifth Third Bancorp Cincinnati, Ohio	$5.49M	-$84.6K	4	0.03%	Reduced
392	Tower Research Capital (TRC) New York	$5.36M	+$1.69M	5	0.09%	Increased
393	Cerity Partners New York	$5.33M	+$375K	2	0.06%	Increased
394	RCW Rheos Capital Works Tokyo, Japan	$5.31M	$0	1	0.36%	Maintained
395	First Citizens Bank & Trust Raleigh, North Carolina	$5.29M	-$88.3K	1	0.17%	Reduced
396	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.27M	+$39.1K	3	0.15%	Increased
397	British Columbia Investment Management Victoria, British Columbia, Canada	$5.26M	-$949K	1	0.06%	Reduced
398	PAM Private Asset Management San Diego, California	$5.23M	-$130K	1	0.92%	Reduced
399	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$5.22M	-$226K	1	0.3%	Reduced
400	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.11M	-$15.4K	1	0.39%	Reduced