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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
401	CT Chicago Trust Grayslake, Illinois	$2.18M	+$320K	1	0.84%	Increased
402	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.16M	+$193K	1	0.03%	Increased
403	AT Arden Trust Wilmington, Delaware	$2.15M	-$152K	1	0.18%	Reduced
404	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.15M	-$92.1K	2	0.11%	Reduced
405	ACM Ativo Capital Management Chicago, Illinois	$2.11M	+$681K	1	0.53%	Increased
406	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.06M	-$458K	1	0.43%	Reduced
407	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.03M	-$325K	1	0.74%	Reduced
408	CG Clinton Group New York	$2.03M	-$311K	1	0.16%	Reduced
409	EWM Endurance Wealth Management Providence, Rhode Island	$2.01M	-$610K	2	0.38%	Reduced
410	FAT First American Trust Santa Ana, California	$2.01M	+$2.09M	1	0.74%	New
411	HCA Horan Capital Advisors Cincinnati, Ohio	$1.98M	-$360K	1	1.66%	Reduced
412	IAM Impax Asset Management Portsmouth, New Hampshire	$1.98M	+$232K	1	0.11%	Increased
413	EverPoint Asset Management Stamford, Connecticut	$1.98M	+$975K	1	0.04%	Increased
414	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.98M	+$460K	1	0.8%	Increased
415	HA Heartland Advisors Milwaukee, Wisconsin	$1.98M	$0	1	0.08%	Maintained
416	MFWM Motley Fool Wealth Management Alexandria, Virginia	$1.94M	+$393K	1	0.23%	Increased
417	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$1.94M	+$1.84K	1	0.46%	Increased
418	LI Longer Investments Fayetteville, Arkansas	$1.91M	+$1.99M	1	1.68%	New
419	TC TFS Capital West Chester, Pennsylvania	$1.91M	-$996K	2	0.21%	Reduced
420	Huntington National Bank Columbus, Ohio	$1.87M	-$113K	4	0.05%	Reduced
421	TCW Group Los Angeles, California	$1.87M	+$20K	1	0.01%	Increased
422	WhitTier Trust Company Reno, Nevada	$1.86M	-$115K	2	0.22%	Reduced
423	Eastern Bank Boston, Massachusetts	$1.86M	+$38.2K	1	0.15%	Increased
424	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.84M	-$471K	1	0.09%	Reduced
425	Mirae Asset Global Investments Seoul, South Korea	$1.84M	+$3.74K	2	0.06%	Increased