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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	HIM Harbour Investment Management Edmonds, Washington	$1.19M	-$10.3K	1	0.79%	Reduced
552	OIM Opus Investment Management Worcester, Massachusetts	$1.19M	+$780K	1	0.23%	Increased
553	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.17M	+$43.8K	2	0.08%	Increased
554	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.17M	+$8.09K	1	0.95%	Increased
555	MAM Mizuho Asset Management Tokyo, Japan	$1.17M	+$52.5K	1	0.25%	Increased
556	TCOTO Trust Company of the Ozarks Springfield, Missouri	$1.17M	-$16.2K	2	0.33%	Reduced
557	CIBC World Market Toronto, Ontario, Canada	$1.16M	+$1.23M	2	0%	New
558	NPC National Planning Corporation El Segundo, California	$1.15M	-$162K	1	0.09%	Reduced
559	TH Timber Hill Greenwich, Connecticut	$1.15M	+$595K	1	0%	Increased
560	FCCM First City Capital Management Savannah, Georgia	$1.13M	+$460K	2	0.81%	Increased
561	NRS Neville Rodie & Shaw New York	$1.12M	-$313K	1	0.11%	Reduced
562	FMB Field & Main Bank Henderson, Kentucky	$1.11M	+$105K	1	1.04%	Increased
563	First Manhattan New York	$1.11M	+$13.6K	4	0.01%	Increased
564	Ingalls & Snyder LLC New York	$1.1M	-$6.88K	2	0.06%	Reduced
565	BCA Benchmark Capital Advisors New York	$1.08M	-$88.6K	1	0.75%	Reduced
566	AAM Azzad Asset Management Falls Church, Virginia	$1.08M	-$14K	2	0.62%	Reduced
567	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.08M	-$152K	3	0.01%	Reduced
568	Smithfield Trust Pittsburgh, Pennsylvania	$1.07M	+$97.2K	1	0.22%	Increased
569	GL GLG LLC New York	$1.07M	-$1.87M	1	0.03%	Reduced
570	QS Investors New York	$1.07M	-$63.8K	1	0.03%	Reduced
571	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.06M	-$137K	1	0.21%	Reduced
572	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.06M	$0	1	0.14%	Maintained
573	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.04M	-$32.4K	2	0.23%	Reduced
574	BT Beacon Trust Morristown, New Jersey	$1.03M	-$1.04M	1	0.17%	Reduced
575	Stephens Inc Little Rock, Arkansas	$1.03M	+$245K	1	0.05%	Increased