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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
576	Veritable Wilmington, Delaware	$1.31M	-$2.03M	1	0.03%	Reduced
577	HT HighTower Trust Houston, Texas	$1.31M	+$389K	1	0.17%	Increased
578	IIM Ironwood Investment Management Boston, Massachusetts	$1.31M	+$46.8K	1	0.18%	Increased
579	O'Shaughnessy Asset Management Stamford, Connecticut	$1.3M	-$471K	3	0.03%	Reduced
580	Davis Selected Advisers Tucson, Arizona	$1.3M	-$19.4K	1	0%	Reduced
581	Freestone Capital Holdings Seattle, Washington	$1.3M	+$138K	2	0.23%	Increased
582	CA Callahan Advisors Houston, Texas	$1.28M	+$145K	1	0.45%	Increased
583	Private Advisor Group Morristown, New Jersey	$1.28M	+$1.2M	1	0.14%	New
584	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.28M	-$5.76K	1	0.22%	Reduced
585	State of Alaska Department of Revenue Juneau, Alaska	$1.28M	+$569K	1	0.29%	Increased
586	Cornerstone Investment Partners Atlanta, Georgia	$1.27M	-$901K	1	0.02%	Reduced
587	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.27M	+$1.19M	1	0.08%	New
588	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.27M	$0	1	0.17%	Maintained
589	GF Gerstein Fisher New York	$1.26M	+$356	1	0.25%	Increased
590	First Manhattan New York	$1.26M	$0	4	0.01%	Maintained
591	CCA Cobblestone Capital Advisors Rochester, New York	$1.26M	-$123K	2	0.24%	Reduced
592	BCA Benchmark Capital Advisors New York	$1.25M	+$24.9K	1	0.87%	Increased
593	WA Winfield Associates Cleveland, Ohio	$1.25M	+$1.17M	1	1.03%	New
594	G GlobalBridge Minneapolis, Minnesota	$1.25M	-$253K	1	0.62%	Reduced
595	GCP GSA Capital Partners London, United Kingdom	$1.25M	+$278K	2	0.1%	Increased
596	FMB Field & Main Bank Henderson, Kentucky	$1.23M	+$1.15M	1	1.2%	New
597	MAI Capital Management Independence, Ohio	$1.23M	+$356	1	0.13%	Increased
598	Beck Mack & Oliver New York	$1.23M	+$27.9K	2	0.03%	Increased
599	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.23M	$0	1	0.19%	Maintained
600	WRM Westport Resources Management Westport, Connecticut	$1.21M	+$8.18K	2	0.35%	Increased