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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	RCM Riverhead Capital Management Wilmington, Delaware	$3.61M	-$1.87M	3	0.15%	Reduced
402	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.59M	+$43.7K	1	1.8%	Increased
403	PineBridge Investments New York	$3.57M	-$128K	3	0.08%	Reduced
404	SG Americas Securities New York	$3.57M	-$2.22M	3	0.03%	Reduced
405	PT Plimoth Trust Plymouth, Massachusetts	$3.57M	+$1.77M	1	1.23%	Increased
406	M MOTCO San Antonio, Texas	$3.56M	+$243K	1	0.36%	Increased
407	Lincoln National Corp Radnor, Pennsylvania	$3.55M	-$3.62M	1	0.13%	Reduced
408	ECM Estabrook Capital Management New York	$3.54M	-$16.4K	1	0.55%	Reduced
409	Global X Management Company New York	$3.53M	+$2.21M	2	0.07%	Increased
410	BDS Banco de Sabadell Miami, Florida	$3.53M	+$317K	2	0.43%	Increased
411	SAM Securian Asset Management St Paul, Minnesota	$3.52M	-$24.6K	1	0.09%	Reduced
412	First National Trust Hermitage, Pennsylvania	$3.51M	+$376K	1	0.4%	Increased
413	Cambridge Investment Research Advisors Fairfield, Iowa	$3.5M	+$642K	2	0.04%	Increased
414	BCM Bourgeon Capital Management Darien, Connecticut	$3.49M	+$2.87M	1	1.91%	Increased
415	Norinchukin Bank Tokyo, Japan	$3.47M	+$469K	1	0.06%	Increased
416	Huntington National Bank Columbus, Ohio	$3.46M	-$150K	4	0.06%	Reduced
417	Sterling Capital Management Charlotte, North Carolina	$3.44M	-$3.79M	2	0.03%	Reduced
418	FPFS First Personal Financial Services Charlotte, North Carolina	$3.43M	-$97.7K	2	0.75%	Reduced
419	BCP Blue Chip Partners Farmington Hills, Michigan	$3.42M	+$357K	1	0.95%	Increased
420	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$3.41M	+$139K	1	0.53%	Increased
421	CT Coastline Trust Providence, Rhode Island	$3.4M	-$71.8K	1	0.52%	Reduced
422	CIBC World Market Toronto, Ontario, Canada	$3.38M	+$2.67M	2	0.01%	Increased
423	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.36M	$0	1	1%	Maintained
424	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.36M	-$57.4K	1	0.13%	Reduced
425	WhitTier Trust Company Reno, Nevada	$3.33M	+$41.4K	2	0.27%	Increased