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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	Creative Planning Overland Park, Kansas	$1.68M	+$99.1K	2	0.01%	Increased
477	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.67M	+$95.7K	1	0.8%	Increased
478	CIM Corbyn Investment Management Lutherville, Maryland	$1.64M	-$29.6K	1	0.52%	Reduced
479	First Citizens Bank & Trust Raleigh, North Carolina	$1.63M	+$1.44M	1	0.14%	New
480	FCCM First City Capital Management Savannah, Georgia	$1.61M	+$881K	2	1.1%	Increased
481	SSA South Street Advisors New York	$1.61M	$0	1	0.53%	Maintained
482	PP Patten & Patten Chattanooga, Tennessee	$1.61M	-$32.6K	1	0.23%	Reduced
483	EA Euclid Advisors Hartford, Connecticut	$1.59M	+$1.41M	1	0.06%	New
484	Meiji Yasuda Life Insurance Tokyo, Japan	$1.58M	+$574K	1	0.25%	Increased
485	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.57M	+$79.5K	3	0.03%	Increased
486	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$1.57M	$0	1	0.72%	Maintained
487	FCI Financial Counselors Inc Overland Park, Kansas	$1.56M	+$52.5K	1	0.1%	Increased
488	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.56M	-$2.5M	1	0.16%	Reduced
489	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.55M	+$5.25K	1	1.04%	Increased
490	Bridgewater Associates Westport, Connecticut	$1.55M	-$3.5M	1	0.02%	Reduced
491	SAM Selway Asset Management	$1.55M	-$38.7K	1	1.07%	Reduced
492	PGA Portland Global Advisors Portland, Maine	$1.55M	+$134K	1	0.74%	Increased
493	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.54M	-$818K	1	0.31%	Reduced
494	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.54M	+$1.36M	1	0.2%	New
495	FWSM First Wilshire Securities Management Pasadena, California	$1.52M	-$213K	1	0.5%	Reduced
496	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.51M	+$21.9K	2	0.12%	Increased
497	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.45M	+$124K	1	0.11%	Increased
498	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.44M	+$537K	1	0.37%	Increased
499	FA FDx Advisors Chicago, Illinois	$1.43M	+$43.6K	2	0.07%	Increased
500	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.43M	+$375K	1	0.51%	Increased