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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	PT Plimoth Trust Plymouth, Massachusetts	$3.07M	-$78K	1	0.99%	Reduced
477	PAM Pegasus Asset Management Montebello, New York	$2.96M	+$29K	1	1.95%	Increased
478	Meiji Yasuda Life Insurance Tokyo, Japan	$2.94M	+$194K	1	0.4%	Increased
479	NA Navellier & Associates Reno, Nevada	$2.9M	+$62.3K	1	0.47%	Increased
480	LM Lincluden Management Mississauga, Ontario, Canada	$2.87M	-$107K	1	0.26%	Reduced
481	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.86M	-$25.9K	2	0.05%	Reduced
482	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.84M	+$2.12M	1	0.01%	Increased
483	Virginia Retirement Systems Richmond, Virginia	$2.83M	+$1.02M	1	0.03%	Increased
484	Grimes & Company Westborough, Massachusetts	$2.81M	+$83.7K	1	0.18%	Increased
485	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.81M	+$149K	1	0.27%	Increased
486	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.81M	$0	1	1.13%	Maintained
487	Advisory Services Network Atlanta, Georgia	$2.78M	+$76.9K	6	0.15%	Increased
488	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.78M	-$25.5K	3	0.45%	Reduced
489	MCM Monument Capital Management Alexandria, Virginia	$2.77M	-$15.2K	1	1.42%	Reduced
490	RNC Capital Management Los Angeles, California	$2.77M	+$102K	1	0.18%	Increased
491	Sumitomo Life Insurance Tokyo, Japan	$2.75M	+$122K	1	0.31%	Increased
492	First Allied Advisory Services San Diego, California	$2.74M	+$199K	3	0.09%	Increased
493	Gratus Capital Atlanta, Georgia	$2.7M	-$36.3K	1	0.41%	Reduced
494	ING Group Amsterdam, Netherlands	$2.69M	+$2.53M	1	0.08%	New
495	TIM Thompson Investment Management Madison, Wisconsin	$2.69M	-$98.3K	1	0.44%	Reduced
496	MF MHI Funds Woodstock, New York	$2.69M	-$180K	1	3.42%	Reduced
497	HRT Financial New York	$2.66M	+$2.08M	1	0.11%	Increased
498	PCTC Perkins Coie Trust Company Seattle, Washington	$2.65M	+$206K	1	1.09%	Increased
499	MML Investors Services Springfield, Massachusetts	$2.64M	+$89.7K	2	0.04%	Increased
500	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.64M	+$9.77K	1	0.18%	Increased