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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	Waratah Capital Advisors Toronto, Ontario, Canada	$5.19M	+$4.84M	1	0.12%	New
427	Rafferty Asset Management New York	$5.18M	+$5.16M	2	0.04%	Increased
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.17M	+$21.5K	3	0.13%	Increased
429	SAM Securian Asset Management St Paul, Minnesota	$5.12M	-$156K	2	0.11%	Reduced
430	BOK Financial Tulsa, Oklahoma	$5.11M	-$710K	2	0.09%	Reduced
431	Becker Capital Management Portland, Oregon	$5.09M	+$2.77M	1	0.23%	Increased
432	Mariner Overland Park, Kansas	$5.06M	+$685K	1	0.04%	Increased
433	Grimes & Company Westborough, Massachusetts	$5.04M	-$1.16K	1	0.24%	Reduced
434	CCT Country Club Trust Kansas City, Missouri	$5.04M	-$4.25K	1	0.47%	Reduced
435	D.A. Davidson & Co Great Falls, Montana	$4.97M	-$392K	3	0.06%	Reduced
436	CIBC Asset Management Toronto, Ontario, Canada	$4.94M	-$1.82M	1	0.02%	Reduced
437	JWM Jackson Wealth Management Lake Mary, Florida	$4.93M	-$23.3K	1	0.74%	Reduced
438	CP Cumberland Partners Toronto, Ontario, Canada	$4.83M	-$632K	1	0.4%	Reduced
439	SG Americas Securities New York	$4.82M	-$1.97M	4	0.03%	Reduced
440	CIM Cambria Investment Management Manhattan Beach, California	$4.81M	+$2.58M	2	0.96%	Increased
441	Gotham Asset Management New York	$4.8M	-$1.37M	2	0.21%	Reduced
442	Quantbot Technologies New York	$4.77M	+$3.29M	2	0.45%	Increased
443	ISB Iowa State Bank Urbandale, Iowa	$4.77M	-$134K	1	1.43%	Reduced
444	TI Truehand Inc Strafford, New Hampshire	$4.76M	-$13.3K	1	2.91%	Reduced
445	PCA Providence Capital Advisors Charlotte, North Carolina	$4.76M	+$180K	1	1.73%	Increased
446	NewEdge Advisors New Orleans, Louisiana	$4.69M	-$356K	1	0.14%	Reduced
447	CIBC Private Wealth Group Atlanta, Georgia	$4.69M	+$212K	2	0.01%	Increased
448	VDBMI Van Den Berg Management I Austin, Texas	$4.67M	+$2.17M	1	1.02%	Increased
449	Norinchukin Bank Tokyo, Japan	$4.59M	+$70K	1	0.06%	Increased
450	Choate Investment Advisors Boston, Massachusetts	$4.58M	$0	1	0.28%	Maintained