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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	Balentine LLC Atlanta, Georgia	$2.44M	+$2.3K	3	0.2%	Increased
452	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.42M	-$121K	1	1.27%	Reduced
453	HCA Horan Capital Advisors Cincinnati, Ohio	$2.4M	-$708K	1	1.48%	Reduced
454	Stratos Wealth Partners Beachwood, Ohio	$2.39M	-$190K	1	0.11%	Reduced
455	FAB First American Bank Dundee, Illinois	$2.37M	-$211K	1	0.18%	Reduced
456	Boston Trust Walden Boston, Massachusetts	$2.37M	$0	1	0.04%	Maintained
457	Truist Financial Charlotte, North Carolina	$2.37M	-$425K	2	0.05%	Reduced
458	CT Chicago Trust Grayslake, Illinois	$2.36M	+$326K	1	1%	Increased
459	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.33M	-$396K	1	0.57%	Reduced
460	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.31M	+$15.5K	1	0.96%	Increased
461	Millennium Management New York	$2.31M	-$70.8M	4	0%	Reduced
462	Cerity Partners New York	$2.3M	+$2.24M	3	0.16%	New
463	AMI Amica Mutual Insurance Providence, Rhode Island	$2.27M	$0	1	0.2%	Maintained
464	FWSM First Wilshire Securities Management Pasadena, California	$2.27M	$0	1	0.64%	Maintained
465	PGA Portland Global Advisors Portland, Maine	$2.25M	+$243K	1	0.86%	Increased
466	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.24M	-$697K	1	0.11%	Reduced
467	Tocqueville Asset Management New York	$2.24M	-$58.9K	2	0.03%	Reduced
468	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2.22M	+$145K	1	0.7%	Increased
469	AF Alerus Financial Grand Forks, North Dakota	$2.2M	+$62.8K	1	0.32%	Increased
470	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.19M	-$931K	2	0%	Reduced
471	ACM Ativo Capital Management Chicago, Illinois	$2.17M	-$4.95K	1	0.58%	Reduced
472	Private Advisor Group Morristown, New Jersey	$2.17M	+$79.9K	2	0.05%	Increased
473	MCM McMillion Capital Management Greensboro, North Carolina	$2.14M	-$42.5K	1	1.41%	Reduced
474	Bridgeway Capital Management Houston, Texas	$2.11M	+$349K	2	0.02%	Increased
475	GHA GW Henssler & Associates Kennesaw, Georgia	$2.11M	+$95.2K	1	0.21%	Increased