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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	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.23M	-$9.27K	2	0.13%	Reduced
477	TA Teton Advisors Rye, New York	$2.23M	$0	2	0.36%	Maintained
478	Simplicity Solutions Minneapolis, Minnesota	$2.21M	+$482K	2	0.04%	Increased
479	Advisory Services Network Atlanta, Georgia	$2.16M	-$135K	1	0.12%	Reduced
480	Meiji Yasuda Life Insurance Tokyo, Japan	$2.16M	-$108K	1	0.08%	Reduced
481	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.16M	-$176K	3	0.4%	Reduced
482	Vident Investment Advisory Alpharetta, Georgia	$2.15M	+$1.3M	1	0.11%	Increased
483	SAM Strategy Asset Managers Pasadena, California	$2.13M	+$494	1	0.57%	Increased
484	GFPC Global Financial Private Capital Sarasota, Florida	$2.11M	-$352K	1	0.13%	Reduced
485	Johnson Investment Counsel Cincinnati, Ohio	$2.11M	-$1.19M	2	0.04%	Reduced
486	RWA River Wealth Advisors Camp Hill, Pennsylvania	$2.09M	+$73.5K	1	0.64%	Increased
487	WesBanco Bank Wheeling, West Virginia	$2.09M	-$130K	1	0.1%	Reduced
488	SSA South Street Advisors New York	$2.04M	$0	1	0.55%	Maintained
489	Vestmark Advisory Solutions Wakefield, Massachusetts	$2.04M	+$253K	3	0.32%	Increased
490	Hillsdale Investment Management Toronto, Ontario, Canada	$2.03M	-$9.55K	1	0.19%	Reduced
491	BWM BerganKDV Wealth Management Bloomington, Minnesota	$2.03M	+$540	2	0.35%	Increased
492	Virginia Retirement Systems Richmond, Virginia	$2.03M	-$25.5K	1	0.02%	Reduced
493	AIL AGF Investments LLC Toronto, Ontario, Canada	$2.02M	+$1.53M	1	0.21%	Increased
494	Shelton Capital Management Denver, Colorado	$2.02M	-$52	2	0.11%	Reduced
495	MSL Mackay Shields LLC New York	$2.01M	+$150K	1	0.02%	Increased
496	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.01M	-$8.31K	1	2.26%	Reduced
497	UA Unison Advisors Washington, District of Columbia	$2.01M	+$523K	1	0.67%	Increased
498	SIM Sentry Investment Management Stevens Point, Wisconsin	$2M	+$1.89M	1	0.12%	New
499	Sumitomo Life Insurance Tokyo, Japan	$1.99M	-$158K	1	0.11%	Reduced
500	Kentucky Retirement Systems Frankfort, Kentucky	$1.95M	-$491K	1	0.14%	Reduced