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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
551	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.53M	+$145K	1	1.85%	Increased
552	GCA Gideon Capital Advisors New York	$1.52M	+$1.42M	1	0.9%	New
553	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.51M	+$37.2K	1	0.53%	Increased
554	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.5M	-$115K	1	0.28%	Reduced
555	SIM SSI Investment Management Los Angeles, California	$1.48M	+$279K	1	0.13%	Increased
556	MIM Midwest Investment Management Cleveland, Ohio	$1.46M	-$10.2K	1	1.09%	Reduced
557	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.46M	-$63.6K	2	0.42%	Reduced
558	FineMark National Bank & Trust Fort Myers, Florida	$1.46M	+$82.2K	2	0.3%	Increased
559	CC Curian Capital Denver, Colorado	$1.45M	+$131K	2	0.03%	Increased
560	Pacer Advisors Malvern, Pennsylvania	$1.45M	+$1.64M	2	0.35%	New
561	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.44M	+$105K	1	0.73%	Increased
562	SCG Strategic Capital Group Gig Harbor, Washington	$1.43M	-$860K	1	1.12%	Reduced
563	HIM Harbour Investment Management Edmonds, Washington	$1.43M	-$8.72K	1	0.95%	Reduced
564	MAM Mizuho Asset Management Tokyo, Japan	$1.42M	-$2.67M	1	0.28%	Reduced
565	Two Sigma Advisers New York	$1.42M	-$396K	2	0.01%	Reduced
566	KIG Kessler Investment Group Columbus, Indiana	$1.42M	+$102K	1	2.64%	Increased
567	NPC National Planning Corporation El Segundo, California	$1.41M	+$293K	1	0.13%	Increased
568	Ingalls & Snyder LLC New York	$1.41M	+$27.5K	2	0.08%	Increased
569	AR Advisory Research Chicago, Illinois	$1.39M	+$853K	1	0.01%	Increased
570	NERM New England Research & Management Chicago, Illinois	$1.39M	+$1.3M	2	1.34%	New
571	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.36M	+$13.2K	3	0.01%	Increased
572	HL Financial Services Louisville, Kentucky	$1.36M	+$538K	3	0.04%	Increased
573	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.34M	+$1.26M	1	1.34%	New
574	SouthState Corp Winter Haven, Florida	$1.32M	+$104K	2	0.22%	Increased
575	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.32M	-$11.1K	1	1.32%	Reduced