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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	BOK Financial Tulsa, Oklahoma	$3.66M	-$724K	2	0.07%	Reduced
477	LGT Group Foundation Vaduz, Liechtenstein	$3.66M	+$3.29M	2	0.14%	Increased
478	Pathstone Family Office Englewood, New Jersey	$3.61M	-$1.23M	2	0.07%	Reduced
479	WC Westhampton Capital Winston-Salem, North Carolina	$3.6M	+$220K	1	2.71%	Increased
480	PR Payden & Rygel Los Angeles, California	$3.59M	+$364K	1	0.21%	Increased
481	Panagora Asset Management Boston, Massachusetts	$3.57M	+$710K	3	0.02%	Increased
482	ING Group Amsterdam, Netherlands	$3.56M	-$6.77M	1	0.06%	Reduced
483	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.54M	-$238K	2	0.19%	Reduced
484	WWA WC Walker & Associates Fullerton, California	$3.5M	+$14.4K	1	1.99%	Increased
485	BNP Paribas Asset Management Paris, France	$3.49M	-$2.62M	1	0.01%	Reduced
486	BCM BTR Capital Management Oakland, California	$3.49M	+$248K	1	0.54%	Increased
487	Braun Stacey Associates New York	$3.47M	-$6.9M	1	0.21%	Reduced
488	FRA Front Row Advisors Tiburon, California	$3.46M	+$3.86K	2	1.79%	Increased
489	USS Investment Management London, United Kingdom	$3.44M	-$4.13M	1	0.05%	Reduced
490	Private Advisor Group Morristown, New Jersey	$3.39M	-$4.06M	2	0.04%	Reduced
491	HVP Hudson Value Partners Palm Beach, Florida	$3.37M	-$57.9K	1	2.27%	Reduced
492	CCM Carmel Capital Management Carmel, California	$3.34M	+$111K	1	2.18%	Increased
493	ZCM Zenyatta Capital Management Dover, Delaware	$3.33M	+$1.4M	1	1.94%	Increased
494	FP Foundry Partners Minneapolis, Minnesota	$3.32M	+$110K	1	0.21%	Increased
495	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$3.32M	+$79.6K	2	0.24%	Increased
496	Laird Norton Wetherby Wealth Management San Francisco, California	$3.3M	+$349K	3	0.23%	Increased
497	AssetMark Inc Concord, California	$3.29M	+$835K	3	0.02%	Increased
498	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.27M	-$128K	2	1.01%	Reduced
499	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3.27M	-$474K	1	0.31%	Reduced
500	IWA Icon Wealth Advisors Houston, Texas	$3.25M	+$3.41M	1	0.39%	New