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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	RBA Richard Bernstein Advisors New York	$4.32M	$0	1	0.09%	Maintained
452	AIA AGF Investments America Toronto, Ontario, Canada	$4.3M	+$4.43M	1	0.78%	New
453	Voloridge Investment Management Jupiter, Florida	$4.29M	-$10.5M	1	0.02%	Reduced
454	Advisory Services Network Atlanta, Georgia	$4.24M	+$187K	2	0.12%	Increased
455	HVP Hudson Value Partners Palm Beach, Florida	$4.23M	+$78.5K	1	2.18%	Increased
456	AAM Azzad Asset Management Falls Church, Virginia	$4.19M	+$550K	2	0.6%	Increased
457	Ensign Peak Advisors Salt Lake City, Utah	$4.14M	-$3.12M	3	0.01%	Reduced
458	NA Navellier & Associates Reno, Nevada	$4.13M	+$237K	1	0.7%	Increased
459	WIS Wright Investors Service Shelton, Connecticut	$4.11M	-$168K	2	1.02%	Reduced
460	HIP Harrell Investment Partners Austin, Texas	$4.11M	-$402K	1	1.45%	Reduced
461	D.A. Davidson & Co Great Falls, Montana	$4.11M	-$592K	3	0.04%	Reduced
462	Tocqueville Asset Management New York	$4.06M	+$1.72M	2	0.06%	Increased
463	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$4.02M	+$4.15M	1	1.1%	New
464	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$4M	+$59.5K	1	0.27%	Increased
465	BCM Beddow Capital Management Jackson, Wyoming	$3.98M	+$6.52K	1	2.1%	Increased
466	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$3.96M	-$2.45M	1	0.02%	Reduced
467	CIBC Private Wealth Group Atlanta, Georgia	$3.95M	+$61.7K	2	0.01%	Increased
468	Lido Advisors Los Angeles, California	$3.95M	+$423K	1	0.04%	Increased
469	ArrowMark Colorado Holdings Denver, Colorado	$3.92M	+$856K	1	0.03%	Increased
470	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.9M	-$745K	2	0.98%	Reduced
471	Assenagon Asset Management Senningerberg, Luxembourg	$3.88M	-$2.9M	4	0.01%	Reduced
472	EA Ellsworth Advisors Hudson, Ohio	$3.87M	+$429K	1	1.36%	Increased
473	WC Westhampton Capital Winston-Salem, North Carolina	$3.86M	-$1.88K	1	2.49%	Reduced
474	IWP Icon Wealth Partners Houston, Texas	$3.86M	+$682K	1	0.38%	Increased
475	Kentucky Retirement Systems Frankfort, Kentucky	$3.86M	+$235K	1	0.16%	Increased