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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	ECM Estabrook Capital Management New York	$7.7M	-$89K	1	1.36%	Reduced
427	First Manhattan New York	$7.63M	-$15K	2	0.03%	Reduced
428	Pathstone Family Office Englewood, New Jersey	$7.63M	+$3.53M	2	0.06%	Increased
429	LSA L & S Advisors Los Angeles, California	$7.48M	-$880K	1	1.07%	Reduced
430	PP PDT Partners New York	$7.48M	+$13.1K	2	0.94%	Increased
431	AGAM Avalon Global Asset Management San Francisco, California	$7.46M	+$1.08M	1	2.92%	Increased
432	Tower Research Capital (TRC) New York	$7.4M	+$4.04M	4	0.23%	Increased
433	Kestra Private Wealth Services Austin, Texas	$7.35M	+$1.05M	1	0.23%	Increased
434	Waratah Capital Advisors Toronto, Ontario, Canada	$7.34M	-$9.41M	1	0.1%	Reduced
435	Segall Bryant & Hamill Chicago, Illinois	$7.34M	-$384K	2	0.08%	Reduced
436	BCPE Bain Capital Public Equity Boston, Massachusetts	$7.29M	+$7.36M	1	5.59%	New
437	SCM Spring Capital Management Amarillo, Texas	$7.27M	-$62.5K	1	6.11%	Reduced
438	Ethic Inc New York	$7.25M	+$1.14M	2	0.25%	Increased
439	Stock Yards Bank & Trust Louisville, Kentucky	$7.24M	+$218K	1	0.28%	Increased
440	Kentucky Retirement Systems Frankfort, Kentucky	$7.17M	+$343K	1	0.25%	Increased
441	Elo Mutual Pension Insurance Espoo, Finland	$7.12M	+$131K	1	0.22%	Increased
442	United Capital Financial Advisors Irving, Texas	$7.08M	-$3.34M	1	0.05%	Reduced
443	UBS O'Connor Chicago, Illinois	$7.07M	+$2.18M	1	0.13%	Increased
444	IAN Integrated Advisors Network Dallas, Texas	$6.95M	-$203K	1	0.42%	Reduced
445	SL Summitry LLC Foster City, California	$6.88M	-$159K	1	0.45%	Reduced
446	PAM Pegasus Asset Management Montebello, New York	$6.86M	+$9.05K	1	3.19%	Increased
447	SAM Securian Asset Management St Paul, Minnesota	$6.85M	-$868K	2	0.2%	Reduced
448	AE Wealth Management Topeka, Kansas	$6.79M	+$739K	3	0.04%	Increased
449	Rafferty Asset Management New York	$6.77M	+$644K	1	0.04%	Increased
450	CAM Carret Asset Management New York	$6.74M	-$403K	1	0.94%	Reduced