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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	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.45M	+$4.32M	1	1.95%	New
452	Covington Capital Management Los Angeles, California	$4.39M	+$1.57M	2	0.17%	Increased
453	RWA River Wealth Advisors Camp Hill, Pennsylvania	$4.39M	+$50K	1	0.77%	Increased
454	CA Cullinan Associates Louisville, Kentucky	$4.35M	-$9.39M	1	0.24%	Reduced
455	Hotchkis & Wiley Capital Management Los Angeles, California	$4.33M	+$491K	1	0.01%	Increased
456	PCTC Perkins Coie Trust Company Seattle, Washington	$4.31M	+$30.1K	2	1.33%	Increased
457	HVP Hudson Value Partners Palm Beach, Florida	$4.28M	+$840K	1	2.36%	Increased
458	SAM Sabadell Asset Management Sant Cugat Del Valles, Spain	$4.25M	+$4.13M	1	0.73%	New
459	Xponance Philadelphia, Pennsylvania	$4.21M	-$7.18M	2	0.08%	Reduced
460	FM Foster & Motley Cincinnati, Ohio	$4.16M	-$271K	1	0.35%	Reduced
461	MCM Marathon Capital Management Hunt Valley, Maryland	$4.15M	-$96.7K	1	0.96%	Reduced
462	Elo Mutual Pension Insurance Espoo, Finland	$4.15M	-$109K	1	0.14%	Reduced
463	VDBMI Van Den Berg Management I Austin, Texas	$4.13M	-$149K	1	0.81%	Reduced
464	AHC Adell Harriman & Carpenter Houston, Texas	$4.13M	+$571K	1	0.43%	Increased
465	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$4.12M	-$63K	1	1.18%	Reduced
466	CIBC World Markets New York	$4.1M	-$1.99M	1	0.03%	Reduced
467	Wasatch Advisors Salt Lake City, Utah	$4.08M	$0	1	0.02%	Maintained
468	Vanguard Personalized Indexing Management Oakland, California	$4.05M	+$1.15M	2	0.42%	Increased
469	DIA Dean Investment Associates Beavercreek, Ohio	$4.04M	-$135K	2	0.75%	Reduced
470	Edmond de Rothschild Holding Chambesy, Switzerland	$4.01M	+$874K	2	0.09%	Increased
471	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$4M	-$80K	1	2.17%	Reduced
472	NA Navellier & Associates Reno, Nevada	$3.98M	+$235K	1	0.6%	Increased
473	RBA Richard Bernstein Advisors New York	$3.96M	$0	1	0.08%	Maintained
474	WC Westhampton Capital Winston-Salem, North Carolina	$3.91M	-$20.2K	1	2.54%	Reduced
475	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.87M	-$149K	1	1.06%	Reduced