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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
526	LIC Lodestar Investment Counsel Chicago, Illinois	$1.88M	+$1.29M	1	0.22%	Increased
527	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.87M	-$39.2K	1	0.01%	Reduced
528	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.87M	+$62.9K	1	0.2%	Increased
529	PK Pflug Koory Omaha, Nebraska	$1.86M	-$5K	2	1.53%	Reduced
530	MCM Maryland Capital Management Towson, Maryland	$1.86M	+$372K	1	0.27%	Increased
531	Scotia Capital Toronto, Ontario, Canada	$1.85M	+$102K	2	0.03%	Increased
532	Tocqueville Asset Management New York	$1.84M	-$59.6K	2	0.02%	Reduced
533	Kentucky Retirement Systems Frankfort, Kentucky	$1.84M	-$344K	1	0.16%	Reduced
534	CIM CenturyLink Investment Management Denver, Colorado	$1.82M	$0	1	0.65%	Maintained
535	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$1.82M	+$1.02M	1	0.23%	Increased
536	Central Trust Company Jefferson City, Missouri	$1.82M	+$2.71K	2	0.12%	Increased
537	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.79M	-$31.2K	2	0.67%	Reduced
538	Bogart Wealth LLC Mclean, Virginia	$1.78M	+$167K	2	1.03%	Increased
539	Schonfeld Strategic Advisors New York	$1.75M	-$259K	1	0.13%	Reduced
540	SAM Strategy Asset Managers Pasadena, California	$1.74M	-$21.3K	1	0.38%	Reduced
541	Carson Wealth (CWM LLC) Omaha, Nebraska	$1.74M	-$308K	1	0.07%	Reduced
542	KIA KCM Investment Advisors Greenbrae, California	$1.74M	-$2.85M	2	0.11%	Reduced
543	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$1.71M	+$183K	1	1.55%	Increased
544	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.7M	+$1.75M	1	0.03%	New
545	SRAM Stone Ridge Asset Management New York	$1.69M	+$49.2K	3	0.1%	Increased
546	PCTC Perkins Coie Trust Company Seattle, Washington	$1.69M	+$43.1K	1	0.84%	Increased
547	AAM Azzad Asset Management Falls Church, Virginia	$1.68M	+$5K	2	0.51%	Increased
548	AFM Andesa Financial Management Allentown, Pennsylvania	$1.68M	-$55K	1	2.78%	Reduced
549	Mariner Overland Park, Kansas	$1.67M	+$1.72M	1	0.06%	New
550	Simplicity Solutions Minneapolis, Minnesota	$1.67M	-$121K	2	0.14%	Reduced