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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	M MOTCO San Antonio, Texas	$3.24M	+$29.3K	1	0.36%	Increased
402	ECM EagleClaw Capital Management Boston, Massachusetts	$3.24M	-$8.6K	1	1.7%	Reduced
403	Creative Planning Overland Park, Kansas	$3.24M	+$129K	2	0.01%	Increased
404	PT Plimoth Trust Plymouth, Massachusetts	$3.22M	+$13.4K	1	1.19%	Increased
405	Squarepoint New York	$3.22M	+$2.33M	2	0.04%	Increased
406	TIM Thompson Investment Management Madison, Wisconsin	$3.21M	-$202K	1	0.75%	Reduced
407	First National Trust Hermitage, Pennsylvania	$3.2M	-$10.5K	1	0.36%	Reduced
408	WPIC White Pine Investment Company Livonia, Michigan	$3.18M	+$3.39M	1	1.7%	New
409	Lincoln National Corp Radnor, Pennsylvania	$3.17M	-$82.9K	1	0.15%	Reduced
410	D.A. Davidson & Co Great Falls, Montana	$3.15M	+$21.2K	3	0.06%	Increased
411	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.14M	+$2.56M	2	0%	Increased
412	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.12M	-$54.8K	4	0.02%	Reduced
413	WhitTier Trust Company Reno, Nevada	$3.12M	+$97.2K	2	0.26%	Increased
414	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.11M	-$46.1K	1	1.56%	Reduced
415	RegentAtlantic Capital Morristown, New Jersey	$3.1M	+$368K	1	0.26%	Increased
416	Fort Washington Investment Advisors Cincinnati, Ohio	$3.09M	-$971K	1	0.04%	Reduced
417	Capital International Sarl Los Angeles, California	$3.08M	-$3.04M	1	0.37%	Reduced
418	CIBC Asset Management Toronto, Ontario, Canada	$3.08M	-$306K	1	0.02%	Reduced
419	Credit Agricole Montrouge Cedex, France	$3.08M	-$2.92M	1	0.17%	Reduced
420	Cubist Systematic Strategies Stamford, Connecticut	$2.95M	+$1.18M	3	0.14%	Increased
421	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$2.95M	+$2.84M	1	0.36%	Increased
422	CB Cadence Bank Tupelo, Mississippi	$2.93M	+$135K	1	0.34%	Increased
423	RBA Richard Bernstein Advisors New York	$2.92M	+$46.9K	1	0.11%	Increased
424	BDS Banco de Sabadell Miami, Florida	$2.89M	-$351K	3	0.35%	Reduced
425	CAM Carret Asset Management New York	$2.89M	+$157K	1	0.52%	Increased