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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	Amalgamated Bank New York	$834K	+$27.2K	1	0.09%	Increased
577	MAI Capital Management Independence, Ohio	$831K	-$38K	1	0.06%	Reduced
578	CCT Capital City Trust Tallahassee, Florida	$825K	+$9.45K	1	0.35%	Increased
579	First Horizon Advisors Memphis, Tennessee	$822K	+$185K	3	0.13%	Increased
580	RWA River Wealth Advisors Camp Hill, Pennsylvania	$822K	+$52.5K	1	0.56%	Increased
581	EFS Essex Financial Services Essex, Connecticut	$821K	-$61.7K	1	0.21%	Reduced
582	CBN Cadence Bank NA Houston, Texas	$820K	+$725K	1	0.47%	Increased
583	First Manhattan New York	$818K	$0	4	0.01%	Maintained
584	BA BKS Advisors Southfield, Michigan	$811K	-$2.07M	1	0.45%	Reduced
585	Laird Norton Wetherby Wealth Management San Francisco, California	$806K	-$89.7K	2	0.21%	Reduced
586	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$801K	+$22.6K	1	0.14%	Increased
587	Private Advisor Group Morristown, New Jersey	$801K	-$338K	1	0.04%	Reduced
588	MC Menta Capital San Francisco, California	$795K	+$784K	1	0.13%	New
589	SIC SFE Investment Counsel Los Angeles, California	$795K	+$10K	1	0.38%	Increased
590	Banque Pictet & Cie Geneva 73, Switzerland	$790K	-$298K	1	0.02%	Reduced
591	HP Holowesko Partners Nassau, Bahamas	$786K	$0	1	0.05%	Maintained
592	State of Alaska Department of Revenue Juneau, Alaska	$786K	+$575K	1	0.17%	Increased
593	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$768K	+$118K	2	0%	Increased
594	Meiji Yasuda Life Insurance Tokyo, Japan	$766K	$0	1	0.13%	Maintained
595	Veritable Wilmington, Delaware	$761K	-$5.79K	1	0.02%	Reduced
596	HM Payson & Co Portland, Maine	$757K	-$490K	1	0.04%	Reduced
597	Daiwa Securities Group Tokyo, Japan	$746K	$0	1	0.01%	Maintained
598	MAM Mizuho Asset Management Tokyo, Japan	$740K	+$8.21K	1	0.17%	Increased
599	SC Skylands Capital Milwaukee, Wisconsin	$735K	-$1.11M	2	0.1%	Reduced
600	PG Patten Group Chattanooga, Tennessee	$734K	-$2.54K	1	0.38%	Reduced