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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
426	Exencial Wealth Advisors Oklahoma City, Oklahoma	$2.88M	$0	1	0.77%	Maintained
427	CT Coastline Trust Providence, Rhode Island	$2.87M	-$10.5K	1	0.49%	Reduced
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.86M	-$304K	3	0.16%	Reduced
429	QGA Q Global Advisors Fort Worth, Texas	$2.85M	+$3.11M	1	2.17%	New
430	Meag Munich Ergo Munich, Germany	$2.84M	-$3.01M	1	0.35%	Reduced
431	CSM CAMG Solamere Management Charlotte, North Carolina	$2.83M	+$3.09M	1	1.58%	New
432	ECM Estabrook Capital Management New York	$2.81M	-$70.3K	2	0.52%	Reduced
433	Huntington National Bank Columbus, Ohio	$2.81M	-$175K	5	0.05%	Reduced
434	CP Cumberland Partners Toronto, Ontario, Canada	$2.81M	$0	1	0.32%	Maintained
435	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.81M	+$91.5K	1	1.42%	Increased
436	Scout Investments Kansas City, Missouri	$2.78M	+$198K	1	0.07%	Increased
437	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.76M	+$12.3K	2	0.25%	Increased
438	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.75M	-$2.99M	1	0.01%	Reduced
439	Capital Guardian Trust Los Angeles, California	$2.74M	-$2.61M	1	0.04%	Reduced
440	Bowen Hanes & Co Ponte Vedra Beach, Florida	$2.74M	-$26.2K	2	0.14%	Reduced
441	CG Cutler Group San Francisco, California	$2.73M	+$591K	3	0.26%	Increased
442	Williams Jones & Associates New York	$2.73M	-$445K	1	0.07%	Reduced
443	Cerity Partners New York	$2.72M	-$18.6K	2	0.18%	Reduced
444	UR USCA RIA Houston, Texas	$2.67M	-$5.54M	1	0.35%	Reduced
445	BAM Bruderman Asset Management Locust Valley, New York	$2.65M	-$66.8K	3	0.68%	Reduced
446	ISB Iowa State Bank Urbandale, Iowa	$2.65M	+$17.1K	1	1.34%	Increased
447	Gratus Capital Atlanta, Georgia	$2.63M	-$26.2K	1	0.54%	Reduced
448	MF MHI Funds Woodstock, New York	$2.63M	-$230K	2	2.78%	Reduced
449	First Manhattan New York	$2.61M	-$74K	5	0.02%	Reduced
450	Barings Charlotte, North Carolina	$2.58M	-$800K	1	0.05%	Reduced