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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	PGA Portland Global Advisors Portland, Maine	$6.88M	+$157K	2	1.27%	Increased
377	Nicholas Company Milwaukee, Wisconsin	$6.88M	$0	1	0.15%	Maintained
378	FA FDx Advisors Chicago, Illinois	$6.87M	+$885K	2	0.3%	Increased
379	AG Advocate Group Minnetonka, Minnesota	$6.86M	+$208K	1	1.48%	Increased
380	ING Group Amsterdam, Netherlands	$6.85M	+$2.6M	1	0.07%	Increased
381	Illinois Municipal Retirement Fund Oak Brook, Illinois	$6.81M	-$5.58M	2	0.15%	Reduced
382	Bartlett & Co Cincinnati, Ohio	$6.8M	-$140K	2	0.14%	Reduced
383	Bartlett & Co Wealth Management Cincinnati, Ohio	$6.8M	-$140K	2	0.14%	Reduced
384	Vanguard Personalized Indexing Management Oakland, California	$6.78M	+$130K	3	0.28%	Increased
385	Huntington National Bank Columbus, Ohio	$6.68M	+$24.4K	4	0.07%	Increased
386	TPCM Two Point Capital Management Pittsford, New York	$6.65M	+$6.5M	1	4.29%	New
387	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$6.65M	-$31.6K	1	1.6%	Reduced
388	SRC Shufro Rose & Co New York	$6.49M	-$36.2K	1	0.55%	Reduced
389	Hudson Bay Capital Management Stamford, Connecticut	$6.42M	-$2.66M	1	0.07%	Reduced
390	RP Rice Partnership Honolulu, Hawaii	$6.36M	-$1.35M	1	2.01%	Reduced
391	Atlantic Union Bankshares Glen Allen, Virginia	$6.36M	-$688K	1	0.68%	Reduced
392	First Citizens Bank & Trust Raleigh, North Carolina	$6.36M	+$126K	1	0.19%	Increased
393	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.33M	+$41.7K	3	0.17%	Increased
394	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$6.29M	+$136K	1	0.3%	Increased
395	TAM Telemark Asset Management Boston, Massachusetts	$6.28M	+$6.13M	1	0.95%	New
396	Fifth Third Bancorp Cincinnati, Ohio	$6.22M	-$244K	5	0.03%	Reduced
397	Ensign Peak Advisors Salt Lake City, Utah	$6.19M	+$1.71M	3	0.01%	Increased
398	AAM Azzad Asset Management Falls Church, Virginia	$6.18M	-$3.15M	2	0.98%	Reduced
399	AHC Adell Harriman & Carpenter Houston, Texas	$6.03M	+$987K	1	0.69%	Increased
400	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6M	-$20.7K	1	0.42%	Reduced