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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	Jacobs Levy Equity Management Florham Park, New Jersey	$3.3M	+$809K	2	0.05%	Increased
452	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$3.28M	-$10.8K	1	1.46%	Reduced
453	SWMG Signature Wealth Management Group Atlanta, Georgia	$3.24M	+$3.07M	1	2.27%	New
454	WAM World Asset Management Detroit, Michigan	$3.23M	+$448K	3	0.16%	Increased
455	WPIC White Pine Investment Company Livonia, Michigan	$3.23M	+$76K	1	1.62%	Increased
456	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.22M	$0	1	0.01%	Maintained
457	Fort Washington Investment Advisors Cincinnati, Ohio	$3.21M	-$401K	1	0.04%	Reduced
458	Great Lakes Advisors Chicago, Illinois	$3.21M	+$386K	2	0.07%	Increased
459	TIM Thompson Investment Management Madison, Wisconsin	$3.2M	+$14.5K	1	0.61%	Increased
460	PP Paloma Partners Greenwich, Connecticut	$3.2M	+$1.77M	2	0.08%	Increased
461	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.14M	-$673K	4	0.21%	Reduced
462	BAM Bruderman Asset Management Locust Valley, New York	$3.13M	+$15.2K	1	0.69%	Increased
463	ISB Iowa State Bank Urbandale, Iowa	$3.11M	+$5.11K	1	1.43%	Increased
464	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.08M	-$538K	1	1.38%	Reduced
465	Raymond James Trust St. Petersburg, Florida	$3.08M	+$323K	3	0.18%	Increased
466	PT Plimoth Trust Plymouth, Massachusetts	$3.08M	-$669K	1	1.02%	Reduced
467	CCT Country Club Trust Kansas City, Missouri	$3.06M	+$2.9M	1	0.36%	New
468	Huntington National Bank Columbus, Ohio	$3.06M	-$201K	5	0.05%	Reduced
469	EI EAM Investors Solana Beach, California	$3.05M	-$1.82M	1	0.75%	Reduced
470	SCM Stellar Capital Management Phoenix, Arizona	$3.03M	+$40.4K	1	1.98%	Increased
471	LM Lincluden Management Mississauga, Ontario, Canada	$2.99M	+$906K	1	0.29%	Increased
472	BDS Banco de Sabadell Miami, Florida	$2.97M	-$325K	3	0.39%	Reduced
473	Scout Investments Kansas City, Missouri	$2.96M	+$206K	1	0.06%	Increased
474	GFPC Global Financial Private Capital Sarasota, Florida	$2.91M	+$2.76M	1	0.14%	New
475	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$2.91M	$0	1	0.33%	Maintained