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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	FCCM First City Capital Management Savannah, Georgia	$1.13M	-$532K	1	0.87%	Reduced
552	OIA Optimum Investment Advisors Chicago, Illinois	$1.13M	+$39.4K	1	0.42%	Increased
553	HIM Harbour Investment Management Edmonds, Washington	$1.12M	-$2.14K	1	0.86%	Reduced
554	BBI Baxter Bros Inc Riverside, Connecticut	$1.12M	+$42K	1	0.38%	Increased
555	MLICM Metropolitan Life Insurance Company (MetLife) New York	$1.11M	-$13.1K	2	0.01%	Reduced
556	Calamos Wealth Management Naperville, Illinois	$1.1M	-$84.8K	1	0.19%	Reduced
557	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.1M	$0	1	0.14%	Maintained
558	PVWM Point View Wealth Management Summit, New Jersey	$1.1M	+$44K	1	0.65%	Increased
559	Ronald Blue & Co Roswell, Georgia	$1.1M	-$3.56K	2	0.04%	Reduced
560	Acadian Asset Management Boston, Massachusetts	$1.09M	+$838K	2	0.01%	Increased
561	CIM Corbyn Investment Management Lutherville, Maryland	$1.09M	-$585K	1	0.35%	Reduced
562	PCM Piermont Capital Management St. Louis, Missouri	$1.08M	+$87.5K	1	0.26%	Increased
563	AIM Assured Investment Management New York	$1.08M	+$569K	1	0.02%	Increased
564	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.07M	$0	1	0.1%	Maintained
565	AAM Azzad Asset Management Falls Church, Virginia	$1.07M	+$142K	1	0.44%	Increased
566	SB Simmons Bank Pine Bluff, Arkansas	$1.07M	-$46.3K	2	0.12%	Reduced
567	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
568	ICOA Investment Centers of America Bismarck, North Dakota	$1.05M	-$8.34K	1	0.11%	Reduced
569	Old National Bancorp Evansville, Indiana	$1.03M	+$208K	2	0.06%	Increased
570	Swiss Life Asset Management Zurich,	$1.03M	+$755K	1	0.04%	Increased
571	Eventide Asset Management Boston, Massachusetts	$1.02M	+$281K	2	0.06%	Increased
572	Caprock Group Boise, Idaho	$1.02M	+$2.78K	1	0.23%	Increased
573	First Manhattan New York	$1.02M	-$11.2K	4	0.01%	Reduced
574	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.01M	+$965K	1	0.08%	New
575	IFP Advisors Tampa, Florida	$988K	+$6.29K	5	0.05%	Increased