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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	BHA Beech Hill Advisors New York	$6.01M	-$93.9K	1	2.92%	Reduced
452	Kestra Private Wealth Services Austin, Texas	$5.95M	+$831K	1	0.2%	Increased
453	EA Ellsworth Advisors Hudson, Ohio	$5.93M	+$58.9K	1	2.04%	Increased
454	PCA Providence Capital Advisors Charlotte, North Carolina	$5.92M	+$30.1K	1	1.5%	Increased
455	Rathbones Group Liverpool, United Kingdom	$5.88M	-$102K	1	0.05%	Reduced
456	PCTC Perkins Coie Trust Company Seattle, Washington	$5.83M	+$21.6K	1	1.66%	Increased
457	JWM Jackson Wealth Management Lake Mary, Florida	$5.81M	+$5.09M	1	0.85%	New
458	Atria Wealth Solutions New York	$5.81M	+$1.69M	4	0.08%	Increased
459	Ethic Inc New York	$5.8M	-$7.82M	2	0.22%	Reduced
460	Rafferty Asset Management New York	$5.78M	+$492K	1	0.03%	Increased
461	CCB Country Club Bank Kansas City, Missouri	$5.77M	-$397K	1	0.46%	Reduced
462	AE Wealth Management Topeka, Kansas	$5.75M	+$965K	2	0.03%	Increased
463	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.75M	+$54.5K	1	0.25%	Increased
464	RBA Richard Bernstein Advisors New York	$5.72M	$0	1	0.12%	Maintained
465	Advisory Services Network Atlanta, Georgia	$5.68M	-$275K	1	0.15%	Reduced
466	HC Hendley & Co Zanesville, Ohio	$5.67M	+$4.96M	1	2.35%	New
467	RWA River Wealth Advisors Camp Hill, Pennsylvania	$5.66M	-$4.75K	1	0.96%	Reduced
468	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.65M	+$345K	2	0.25%	Increased
469	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.64M	-$70.4K	1	0.37%	Reduced
470	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.63M	-$965K	1	0.21%	Reduced
471	Tudor Investment Corp Stamford, Connecticut	$5.58M	+$1.55M	3	0.07%	Increased
472	PAM Private Asset Management San Diego, California	$5.57M	-$1.14M	1	1.07%	Reduced
473	KTA Keeley-Teton Advisors Chicago, Illinois	$5.52M	-$99.2K	2	0.71%	Reduced
474	VDBMI Van Den Berg Management I Austin, Texas	$5.51M	-$4.71M	1	1.98%	Reduced
475	Tocqueville Asset Management New York	$5.51M	-$4.4K	2	0.1%	Reduced