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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	CCT Country Club Trust Kansas City, Missouri	$3.76M	+$48.7K	1	0.41%	Increased
427	Atlantic Union Bankshares Glen Allen, Virginia	$3.75M	-$36.5K	1	0.48%	Reduced
428	RegentAtlantic Capital Morristown, New Jersey	$3.74M	-$239K	1	0.23%	Reduced
429	SG Americas Securities New York	$3.73M	-$14.7M	4	0.03%	Reduced
430	Wolverine Trading Chicago, Illinois	$3.7M	+$3.2M	2	0.01%	Increased
431	Great Lakes Advisors Chicago, Illinois	$3.69M	-$328K	2	0.08%	Reduced
432	RIM Redpoint Investment Management Sydney, NSW, Australia	$3.68M	+$52.5K	1	0.18%	Increased
433	FM Foster & Motley Cincinnati, Ohio	$3.68M	+$329K	1	0.46%	Increased
434	ISB Iowa State Bank Urbandale, Iowa	$3.68M	+$26.8K	1	1.31%	Increased
435	Första AP-fonden Stockholm, Sweden	$3.67M	-$577K	1	0.18%	Reduced
436	Hillsdale Investment Management Toronto, Ontario, Canada	$3.67M	+$3.15M	1	0.32%	New
437	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$3.64M	+$3.41M	1	0.12%	New
438	MSL Mackay Shields LLC New York	$3.63M	+$27.1K	2	0.03%	Increased
439	GHA GW Henssler & Associates Kennesaw, Georgia	$3.57M	+$201K	1	0.29%	Increased
440	CIBC Asset Management Toronto, Ontario, Canada	$3.52M	-$824K	1	0.02%	Reduced
441	Weiss Multi-Strategy Advisers New York	$3.5M	+$3.18M	1	0.06%	New
442	Allstate Corporation Northbrook, Illinois	$3.49M	-$198K	1	0.06%	Reduced
443	EWM Edge Wealth Management New York	$3.48M	-$54.2K	2	0.7%	Reduced
444	WAM World Asset Management Detroit, Michigan	$3.48M	-$122K	2	0.16%	Reduced
445	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$3.47M	-$63.4K	1	0.38%	Reduced
446	SCM Stellar Capital Management Phoenix, Arizona	$3.47M	+$39.1K	1	2.03%	Increased
447	CIBC Private Wealth Group Atlanta, Georgia	$3.46M	-$371K	1	0.01%	Reduced
448	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.46M	+$15.7K	4	0.11%	Increased
449	PineBridge Investments New York	$3.44M	+$610K	2	0.05%	Increased
450	Freestone Capital Holdings Seattle, Washington	$3.4M	+$422K	2	0.07%	Increased