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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	HCA Horan Capital Advisors Cincinnati, Ohio	$3M	+$11K	1	2.14%	Increased
402	Advisor Group Phoenix, Arizona	$3M	+$443K	4	0.06%	Increased
403	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3M	-$470K	1	1.5%	Reduced
404	MCM Marathon Capital Management Hunt Valley, Maryland	$2.98M	-$43.4K	1	1.48%	Reduced
405	WhitTier Trust Company Reno, Nevada	$2.97M	+$589K	2	0.3%	Increased
406	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$2.97M	+$282K	1	0.58%	Increased
407	AR Advisory Research Chicago, Illinois	$2.9M	+$2.78M	1	0.04%	New
408	ProShare Advisors Bethesda, Maryland	$2.87M	-$381K	1	0.03%	Reduced
409	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.85M	-$274K	1	0.36%	Reduced
410	Boston Financial Management Boston, Massachusetts	$2.84M	+$44.4K	1	0.21%	Increased
411	RWA Wealth Partners Newton, Massachusetts	$2.83M	+$2.71M	1	0.37%	New
412	Asset Management One Tokyo, Japan	$2.8M	-$10.2M	1	0.01%	Reduced
413	WesBanco Bank Wheeling, West Virginia	$2.78M	-$231K	1	0.15%	Reduced
414	B BancorpSouth Tupelo, Mississippi	$2.73M	+$81.6K	1	0.29%	Increased
415	Eastern Bank Boston, Massachusetts	$2.73M	-$38.9K	1	0.21%	Reduced
416	Sumitomo Life Insurance Tokyo, Japan	$2.71M	+$38.4K	1	0.38%	Increased
417	Truist Financial Charlotte, North Carolina	$2.7M	+$160K	2	0.05%	Increased
418	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.7M	$0	3	0.13%	Maintained
419	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.69M	-$26.3K	1	0.73%	Reduced
420	Creative Planning Overland Park, Kansas	$2.68M	+$76.1K	4	0.01%	Increased
421	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.68M	-$701K	2	0.1%	Reduced
422	CT Coastline Trust Providence, Rhode Island	$2.65M	$0	1	0.49%	Maintained
423	Atria Investments Charlotte, North Carolina	$2.65M	+$773K	2	0.17%	Increased
424	Bessemer Group Woodbridge, New Jersey	$2.65M	+$505K	3	0.01%	Increased
425	PTCG Pring Turner Capital Group Alamo, California	$2.63M	-$21.3K	1	2.95%	Reduced