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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	Freestone Capital Holdings Seattle, Washington	$2.17M	+$677K	1	0.34%	Increased
477	Kentucky Retirement Systems Frankfort, Kentucky	$2.17M	-$227K	1	0.18%	Reduced
478	Balentine LLC Atlanta, Georgia	$2.14M	+$2.14M	3	0.4%	New
479	L & S Advisors Los Angeles, California	$2.14M	+$2.14M	1	0.56%	New
480	Ascend Capital Orinda, California	$2.1M	+$2.1M	1	0.07%	New
481	SC Saiers Capital New York	$2.09M	+$82.4K	1	1.61%	Increased
482	Raymond James Trust St. Petersburg, Florida	$2.08M	+$71K	1	0.22%	Increased
483	FSC Fiduciary Services Corp Savannah, Georgia	$2.06M	+$15.4K	1	0.68%	Increased
484	Coldstream Capital Management Bellevue, Washington	$2.06M	+$60.6K	1	0.57%	Increased
485	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.05M	-$66.4K	1	0.54%	Reduced
486	Valley National Advisers Bethlehem, Pennsylvania	$2.04M	+$306K	2	1.2%	Increased
487	Amica Mutual Insurance Providence, Rhode Island	$2.01M	$0	1	0.17%	Maintained
488	GCG Giovine Capital Group Santa Monica, California	$2.01M	$0	1	1.1%	Maintained
489	Plante Moran Financial Advisors Southfield, Michigan	$1.98M	+$478K	1	1.38%	Increased
490	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.98M	+$16.2K	1	0.01%	Increased
491	SFP Santa Fe Partners Santa Fe, New Mexico	$1.95M	+$144K	1	0.24%	Increased
492	GIM Groesbeck Investment Management Paramus, New Jersey	$1.94M	-$148K	1	0.94%	Reduced
493	Barings Charlotte, North Carolina	$1.93M	+$1.4M	1	0.04%	Increased
494	Tocqueville Asset Management New York	$1.85M	-$2.68M	1	0.02%	Reduced
495	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.82M	-$299K	1	1.26%	Reduced
496	CO Caldwell & Orkin Norcross, Georgia	$1.82M	+$596K	1	1.02%	Increased
497	FCI Financial Counselors Inc Overland Park, Kansas	$1.82M	+$48.5K	1	0.11%	Increased
498	Veritable Wilmington, Delaware	$1.82M	+$8.64K	1	0.04%	Increased
499	Stephens Inc Little Rock, Arkansas	$1.8M	+$554K	1	0.08%	Increased
500	TCM Tradition Capital Management Summit, New Jersey	$1.79M	+$124K	1	0.58%	Increased