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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
476	Raymond James Trust St. Petersburg, Florida	$2.35M	+$1.4M	1	0.27%	Increased
477	MBE Michael B. Elefante	$2.35M	$0	2	0.98%	Maintained
478	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.34M	-$911K	1	0.35%	Reduced
479	HCA Horan Capital Advisors Cincinnati, Ohio	$2.34M	$0	1	2.14%	Maintained
480	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.32M	+$545K	1	2.08%	Increased
481	Foresters Investment Management New York	$2.31M	$0	1	0.05%	Maintained
482	SAM Symphony Asset Management San Francisco, California	$2.31M	-$1.04M	1	0.24%	Reduced
483	TWI Thomas White International Chicago, Illinois	$2.29M	-$9.72M	1	0.32%	Reduced
484	AMI Amica Mutual Insurance Providence, Rhode Island	$2.29M	$0	1	0.18%	Maintained
485	CT Coastline Trust Providence, Rhode Island	$2.28M	-$104K	1	0.59%	Reduced
486	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$2.24M	+$3.27K	1	0.68%	Increased
487	Atalanta Sosnoff Capital New York	$2.24M	+$77.9K	1	0.05%	Increased
488	CC ClearArc Capital Cincinnati, Ohio	$2.21M	+$843K	1	0.51%	Increased
489	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.17M	$0	3	0.16%	Maintained
490	Coldstream Capital Management Bellevue, Washington	$2.15M	+$169K	1	0.63%	Increased
491	Scotia Capital Toronto, Ontario, Canada	$2.15M	+$831K	2	0.05%	Increased
492	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.15M	+$112K	1	0.56%	Increased
493	NSIM North Star Investment Management Chicago, Illinois	$2.08M	+$113K	2	0.42%	Increased
494	WA Wheatland Advisors Lancaster, Pennsylvania	$2.06M	-$7.42K	1	1.88%	Reduced
495	Cambridge Investment Research Advisors Fairfield, Iowa	$2.04M	-$59.4K	2	0.07%	Reduced
496	Ancora Advisors Cleveland, Ohio	$2.02M	-$236K	1	0.26%	Reduced
497	GAM Garrison Asset Management Fayetteville, Arkansas	$2.01M	+$8.11K	1	1.45%	Increased
498	MJP Michael J. Puzo	$2M	-$12.7K	2	1.39%	Reduced
499	COI Connable Office Inc Kalamazoo, Michigan	$1.94M	+$1.4M	1	0.5%	Increased
500	HPA Hilltop Park Associates New York	$1.93M	-$2.6M	1	1.84%	Reduced