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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	PGA Portland Global Advisors Portland, Maine	$3.24M	+$250K	1	1.05%	Increased
402	CC Cipher Capital New York	$3.17M	+$2.13M	2	0.5%	Increased
403	RegentAtlantic Capital Morristown, New Jersey	$3.15M	-$110K	1	0.18%	Reduced
404	ISB Iowa State Bank Urbandale, Iowa	$3.15M	-$51K	1	1.37%	Reduced
405	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.13M	+$156K	2	0.15%	Increased
406	SWMG Signature Wealth Management Group Atlanta, Georgia	$3.11M	+$2.93M	1	2.38%	New
407	BAM Bruderman Asset Management Locust Valley, New York	$3.09M	+$73.8K	1	1.02%	Increased
408	JWM Jackson Wealth Management Lake Mary, Florida	$3.07M	+$173K	1	0.55%	Increased
409	Dai-ichi Life Insurance Company Tokyo, Japan	$3.04M	-$58.4K	1	0.07%	Reduced
410	TI Truehand Inc Strafford, New Hampshire	$3.03M	-$66K	1	2.33%	Reduced
411	AFM Andesa Financial Management Allentown, Pennsylvania	$3.02M	-$17.3K	1	2.69%	Reduced
412	Norinchukin Bank Tokyo, Japan	$3.02M	-$121K	1	0.05%	Reduced
413	Jacobs Levy Equity Management Florham Park, New Jersey	$3M	+$51.8K	1	0.03%	Increased
414	Wolverine Asset Management Chicago, Illinois	$3M	+$1.59M	1	0.03%	Increased
415	OCM Olstein Capital Management Purchase, New York	$2.97M	-$1.07M	1	0.56%	Reduced
416	DCM Dupont Capital Management Wilmington, Delaware	$2.96M	-$77.5K	2	0.06%	Reduced
417	MCM Marathon Capital Management Hunt Valley, Maryland	$2.94M	-$24.6K	1	1.13%	Reduced
418	PFC Phocas Financial Corp Alameda, California	$2.92M	+$2.05M	1	0.41%	New
419	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.91M	-$188K	1	0.99%	Reduced
420	SCM Stellar Capital Management Phoenix, Arizona	$2.91M	-$60.9K	1	1.98%	Reduced
421	CBB Citizens Business Bank Ontario, California	$2.9M	+$942K	1	0.51%	Increased
422	ACM Arosa Capital Management Miami Beach, Florida	$2.85M	+$654K	1	0.54%	Increased
423	SLA Silver Lake Advisory Cottonwood Heights, Utah	$2.83M	+$21.4K	1	1.81%	Increased
424	Grimes & Company Westborough, Massachusetts	$2.82M	+$34.7K	1	0.2%	Increased
425	TAM Telemark Asset Management Boston, Massachusetts	$2.81M	$0	1	0.44%	Maintained