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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	CCG Chatham Capital Group Savannah, Georgia	$19.5M	-$879K	3	2.77%	Reduced
577	Bailard Foster City, California	$19.3M	-$784K	3	0.43%	Reduced
578	Park Avenue Securities New York	$19.3M	+$2.83M	5	0.16%	Increased
579	HB Wealth Management Atlanta, Georgia	$19.1M	+$1.2M	3	0.12%	Increased
580	Kentucky Retirement Systems Frankfort, Kentucky	$19.1M	$0	2	0.52%	Maintained
581	MC Moors & Cabot Boston, Massachusetts	$19.1M	+$1.04M	2	0.82%	Increased
582	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$19M	-$1.16M	2	0.79%	Reduced
583	NRS Neville Rodie & Shaw New York	$18.9M	-$4.85M	2	1.33%	Reduced
584	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$18.8M	+$105K	2	0.77%	Increased
585	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$18.7M	-$3.02M	3	1.79%	Reduced
586	Wilmington Savings Fund Society Wilmington, Delaware	$18.6M	+$136K	4	0.44%	Increased
587	Capital International Inc Los Angeles, California	$18.5M	-$9.18M	1	0.15%	Reduced
588	OCAM Owl Creek Asset Management New York	$18.4M	-$17.6M	1	0.56%	Reduced
589	Generali Asset Management Trieste, Italy	$18.4M	-$304K	2	0.38%	Reduced
590	Laird Norton Wetherby Trust Company Seattle, Washington	$18.3M	+$18.7M	3	0.38%	New
591	Eagle Capital Management (New York) New York	$18.2M	-$347K	1	0.06%	Reduced
592	MIP Marietta Investment Partners Milwaukee, Wisconsin	$18.2M	+$1.67M	2	3.61%	Increased
593	EP Wealth Advisors Torrance, California	$18.2M	+$19.1M	2	0.09%	New
594	HC Headland Capital Mt. Pleasant, South Carolina	$18.1M	-$550K	2	5.04%	Reduced
595	RP Rice Partnership Honolulu, Hawaii	$18M	-$3.88M	2	2.44%	Reduced
596	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$17.9M	-$346K	2	0.69%	Reduced
597	CCS Concentric Capital Strategies Stamford, Connecticut	$17.9M	+$6.9M	2	0.86%	Increased
598	FMI F/M Investments Washington, District of Columbia	$17.9M	+$8.48M	3	0.68%	Increased
599	Exencial Wealth Advisors Oklahoma City, Oklahoma	$17.9M	+$4.95M	2	0.56%	Increased
600	Davidson Kempner Capital Management New York	$17.8M	-$35.4M	1	0.21%	Reduced