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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
451	CAM Carret Asset Management New York	$2.13M	-$336K	1	0.4%	Reduced
452	WhitTier Trust Company Reno, Nevada	$2.13M	+$20.7K	2	0.23%	Increased
453	Balentine LLC Atlanta, Georgia	$2.13M	+$4.16K	3	0.22%	Increased
454	People's United Financial Bridgeport, Connecticut	$2.12M	-$284K	2	0.08%	Reduced
455	Norinchukin Bank Tokyo, Japan	$2.11M	-$232K	1	0.05%	Reduced
456	CT Chicago Trust Grayslake, Illinois	$2.1M	+$20.9K	1	0.91%	Increased
457	Sigma Planning Corp Ann Arbor, Michigan	$2.1M	+$1.21M	1	0.23%	Increased
458	CIBC World Markets New York	$2.08M	+$2.04M	1	0.02%	New
459	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.08M	-$53.7K	1	1.69%	Reduced
460	JWM Jackson Wealth Management Lake Mary, Florida	$2.07M	+$2.01M	1	0.81%	New
461	NAM NorthCoast Asset Management Greenwich, Connecticut	$2.06M	+$2.09M	1	0.21%	New
462	Fred Alger Management New York	$2.05M	-$31.1M	1	0.01%	Reduced
463	LPL Financial San Diego, California	$2.04M	-$232K	1	0.02%	Reduced
464	Todd Asset Management Louisville, Kentucky	$2.03M	+$207K	1	0.06%	Increased
465	Amalgamated Bank New York	$2.03M	+$568K	1	0.09%	Increased
466	Boston Trust Walden Boston, Massachusetts	$2.02M	+$5.7K	1	0.03%	Increased
467	Cubist Systematic Strategies Stamford, Connecticut	$2.01M	-$288K	2	0.16%	Reduced
468	PP Paloma Partners Greenwich, Connecticut	$2.01M	+$831K	2	0.02%	Increased
469	SCM Stevens Capital Management Radnor, Pennsylvania	$1.99M	-$14.4M	1	0.08%	Reduced
470	AMI Amica Mutual Insurance Providence, Rhode Island	$1.99M	$0	1	0.18%	Maintained
471	Lincoln National Corp Radnor, Pennsylvania	$1.97M	+$33.8K	1	0.11%	Increased
472	Bessemer Group Woodbridge, New Jersey	$1.95M	-$351K	4	0.01%	Reduced
473	PK Pflug Koory Omaha, Nebraska	$1.95M	+$1.94M	2	1.68%	New
474	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.94M	+$346K	1	0.42%	Increased
475	Segall Bryant & Hamill Chicago, Illinois	$1.94M	-$28.2K	3	0.05%	Reduced