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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	GCP GSA Capital Partners London, United Kingdom	$906K	-$650K	1	0.04%	Reduced
552	Ronald Blue & Co Roswell, Georgia	$905K	+$30.3K	1	0.05%	Increased
553	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$903K	-$81.8K	1	0.74%	Reduced
554	First Manhattan New York	$902K	+$36.8K	4	0.01%	Increased
555	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$902K	+$92.8K	1	0.14%	Increased
556	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$895K	+$3.41K	1	0.19%	Increased
557	Ancora Advisors Cleveland, Ohio	$883K	-$17.6K	1	0.11%	Reduced
558	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$877K	-$486K	1	0.34%	Reduced
559	SA Strategic Advisors New York	$873K	-$33.1K	1	0.57%	Reduced
560	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$870K	$0	1	0.11%	Maintained
561	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$869K	-$117K	1	0.75%	Reduced
562	First Horizon Advisors Memphis, Tennessee	$868K	+$35.2K	2	0.15%	Increased
563	AssetMark Inc Concord, California	$862K	+$863K	2	0.02%	Increased
564	GHA GW Henssler & Associates Kennesaw, Georgia	$853K	-$115K	1	0.1%	Reduced
565	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$850K	$0	1	0.08%	Maintained
566	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$848K	+$882K	1	0.1%	New
567	CCT Capital City Trust Tallahassee, Florida	$843K	+$6.82K	1	0.35%	Increased
568	HIM Harbour Investment Management Edmonds, Washington	$830K	-$36.8K	1	0.65%	Reduced
569	P Pitcairn Conshohocken, Pennsylvania	$825K	+$621K	1	0.09%	Increased
570	UONDDL University of Notre Dame du Lac South Bend, Indiana	$819K	+$979K	1	0.76%	New
571	Veritable Wilmington, Delaware	$812K	+$41.7K	1	0.02%	Increased
572	Thompson Siegel & Walmsley Richmond, Virginia	$808K	-$122K	1	0.01%	Reduced
573	Laird Norton Wetherby Wealth Management San Francisco, California	$799K	-$13.4K	2	0.19%	Reduced
574	RIM Regent Investment Management Louisville, Kentucky	$794K	-$119K	1	0.42%	Reduced
575	RWA River Wealth Advisors Camp Hill, Pennsylvania	$794K	-$41K	1	0.5%	Reduced