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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	Cornerstone Investment Partners Atlanta, Georgia	$1.02M	$0	1	0.01%	Maintained
577	Envestnet Asset Management Chicago, Illinois	$1.02M	+$210K	2	0.01%	Increased
578	Laird Norton Wetherby Wealth Management San Francisco, California	$1.02M	+$45.8K	2	0.28%	Increased
579	Moneta Group Investment Advisors St Louis, Missouri	$1.01M	+$61.6K	2	0.53%	Increased
580	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$1.01M	+$75.2K	1	0.48%	Increased
581	KCPG Kavar Capital Partners Group Leawood, Kansas	$1M	-$8.02K	1	0.86%	Reduced
582	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$994K	-$689K	2	0.09%	Reduced
583	First Allied Advisory Services San Diego, California	$979K	+$557K	2	0.08%	Increased
584	SRC Shufro Rose & Co New York	$977K	+$47K	1	0.1%	Increased
585	MLICM Metropolitan Life Insurance Company (MetLife) New York	$974K	-$21.3M	2	0.01%	Reduced
586	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$973K	-$61.8K	1	0.4%	Reduced
587	BCM BBT Capital Management Fort Worth, Texas	$969K	+$1.08M	1	0.05%	New
588	TCOT Trust Company of Toledo Holland, Ohio	$966K	-$96.5K	1	0.32%	Reduced
589	Meiji Yasuda Life Insurance Tokyo, Japan	$964K	-$245K	1	0.15%	Reduced
590	MAI Capital Management Independence, Ohio	$954K	+$105K	1	0.09%	Increased
591	State of Alaska Department of Revenue Juneau, Alaska	$954K	$0	1	0.22%	Maintained
592	CCT Capital City Trust Tallahassee, Florida	$937K	+$8.87K	1	0.39%	Increased
593	CS Comerica Securities Detroit, Michigan	$937K	+$690K	1	0.31%	Increased
594	EFS Essex Financial Services Essex, Connecticut	$934K	+$474K	1	0.28%	Increased
595	PIA Peachtree Investment Advisors Atlanta, Georgia	$930K	+$17.8K	1	0.62%	Increased
596	MSU Maple Securities USA Jersey City, New Jersey	$928K	+$616K	1	0.1%	Increased
597	NIMC NWQ Investment Management Company Los Angeles, California	$928K	+$709	1	0.01%	Increased
598	KT Kanaly Trust Houston, Texas	$923K	+$132K	2	0.18%	Increased
599	BAC Boys Arnold & Co Asheville, North Carolina	$919K	-$131K	1	0.18%	Reduced
600	FA FMA Advisory Harrisburg, Pennsylvania	$913K	+$18.9K	1	0.34%	Increased