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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	MM Midas Management New York	$1.13M	+$994K	1	0.58%	New
552	NPC National Planning Corporation El Segundo, California	$1.12M	-$64.8K	1	0.1%	Reduced
553	TI Turner Investments Berwyn, Pennsylvania	$1.11M	+$983K	1	0.3%	New
554	CPO Cerity Partners OCIO New York	$1.1M	+$148K	1	0.11%	Increased
555	Laird Norton Wetherby Wealth Management San Francisco, California	$1.1M	+$167K	2	0.26%	Increased
556	Fort Washington Investment Advisors Cincinnati, Ohio	$1.09M	+$279K	1	0.02%	Increased
557	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.08M	+$35.2K	1	0.93%	Increased
558	Lincoln National Corp Radnor, Pennsylvania	$1.08M	+$954K	1	0.08%	New
559	SB Simmons Bank Pine Bluff, Arkansas	$1.07M	+$961K	2	0.12%	New
560	OIA Optimum Investment Advisors Chicago, Illinois	$1.06M	-$48.6K	1	0.42%	Reduced
561	CCT Capital City Trust Tallahassee, Florida	$1.06M	+$36.5K	1	0.43%	Increased
562	Welch & Forbes Boston, Massachusetts	$1.05M	-$276K	1	0.03%	Reduced
563	AI ArchPoint Investors Coral Gables, Florida	$1.05M	$0	2	0.58%	Maintained
564	Ronald Blue & Co Roswell, Georgia	$1.05M	-$30.4K	1	0.06%	Reduced
565	GIM Guardian Investment Management Tiburon, California	$1.05M	-$169K	1	1.2%	Reduced
566	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.04M	$0	1	0.14%	Maintained
567	Amalgamated Bank New York	$1.04M	+$244K	1	0.1%	Increased
568	QS Investors New York	$1.04M	+$393K	3	0.01%	Increased
569	Spot Trading Chicago, Illinois	$1.04M	+$329K	3	0.02%	Increased
570	Ancora Advisors Cleveland, Ohio	$1.03M	-$27.6K	1	0.13%	Reduced
571	P Pitcairn Conshohocken, Pennsylvania	$1.02M	+$29.3K	1	0.13%	Increased
572	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.02M	$0	1	0.11%	Maintained
573	PIA Peachtree Investment Advisors Atlanta, Georgia	$1.02M	+$14.1K	1	1.02%	Increased
574	VCAM Van Cleef Asset Management Beachwood, Ohio	$1.01M	-$33.2K	2	0.36%	Reduced
575	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.01M	-$293K	1	0.15%	Reduced