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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	SWMG Signature Wealth Management Group Atlanta, Georgia	$3.29M	+$3.72K	1	2.2%	Increased
452	Fort Washington Investment Advisors Cincinnati, Ohio	$3.29M	-$22.2K	1	0.04%	Reduced
453	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.26M	+$78.2K	1	1.39%	Increased
454	BAM Bruderman Asset Management Locust Valley, New York	$3.24M	+$6.88K	1	0.76%	Increased
455	TIM Thompson Investment Management Madison, Wisconsin	$3.24M	-$156K	1	0.63%	Reduced
456	ISB Iowa State Bank Urbandale, Iowa	$3.23M	+$11.3K	1	1.44%	Increased
457	Scout Investments Kansas City, Missouri	$3.21M	+$75.6K	1	0.06%	Increased
458	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.21M	+$36.3K	4	0.22%	Increased
459	Atlantic Union Bankshares Glen Allen, Virginia	$3.2M	+$3.11M	1	0.43%	New
460	WAM World Asset Management Detroit, Michigan	$3.18M	-$176K	2	0.16%	Reduced
461	Tudor Investment Corp Stamford, Connecticut	$3.13M	+$1.83M	1	0.09%	Increased
462	CIBC World Market Toronto, Ontario, Canada	$3.11M	-$464K	2	0.01%	Reduced
463	PT Plimoth Trust Plymouth, Massachusetts	$3.11M	-$71.8K	1	1.02%	Reduced
464	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$3.09M	$0	1	0.35%	Maintained
465	Capital International Inc Los Angeles, California	$3.07M	+$1.56M	1	0.21%	Increased
466	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.06M	-$164K	3	0.15%	Reduced
467	SCM Stellar Capital Management Phoenix, Arizona	$3.03M	$0	1	1.98%	Maintained
468	Huntington National Bank Columbus, Ohio	$3.01M	-$149K	5	0.05%	Reduced
469	AFM Andesa Financial Management Allentown, Pennsylvania	$3M	-$2.66M	1	2.84%	Reduced
470	Private Advisor Group Morristown, New Jersey	$2.98M	+$321K	3	0.05%	Increased
471	BDS Banco de Sabadell Miami, Florida	$2.97M	-$71.5K	3	0.34%	Reduced
472	TA Teton Advisors Rye, New York	$2.93M	+$98.9K	2	0.28%	Increased
473	Maverick Capital Dallas, Texas	$2.91M	+$2.83M	1	0.04%	New
474	JWM Jackson Wealth Management Lake Mary, Florida	$2.9M	+$61.8K	1	0.63%	Increased
475	TI Truehand Inc Strafford, New Hampshire	$2.9M	$0	1	2.21%	Maintained