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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
601	Thompson Siegel & Walmsley Richmond, Virginia	$979K	$0	1	0.02%	Maintained
602	Private Advisor Group Morristown, New Jersey	$977K	+$116K	1	0.06%	Increased
603	MCC Mid Continent Capital Chicago, Illinois	$967K	-$521K	1	0.06%	Reduced
604	PG Patten Group Chattanooga, Tennessee	$967K	+$939K	1	0.47%	New
605	MAI Capital Management Independence, Ohio	$965K	-$56.4K	1	0.07%	Reduced
606	BBI Baxter Bros Inc Riverside, Connecticut	$964K	+$384K	1	0.35%	Increased
607	BAC Boys Arnold & Co Asheville, North Carolina	$961K	-$23.7K	1	0.19%	Reduced
608	MAM Majedie Asset Management London, United Kingdom	$956K	+$38.4K	1	0.19%	Increased
609	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$955K	+$1.12M	1	0.73%	New
610	PAM Princeton Alpha Management Princeton Junction, New Jersey	$953K	+$905K	2	0.27%	New
611	MCM Mork Capital Management Healdsburg, California	$951K	+$923K	1	0.72%	New
612	Stratos Wealth Partners Beachwood, Ohio	$951K	+$257K	1	0.17%	Increased
613	Moneta Group Investment Advisors St Louis, Missouri	$949K	-$83.7K	2	0.46%	Reduced
614	Smithfield Trust Pittsburgh, Pennsylvania	$949K	-$198K	1	0.2%	Reduced
615	SAM Shell Asset Management The Hague, Netherlands	$943K	$0	1	0.02%	Maintained
616	NIMC NWQ Investment Management Company Los Angeles, California	$941K	-$52.7K	1	0.01%	Reduced
617	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$938K	$0	1	0.11%	Maintained
618	NERM New England Research & Management Chicago, Illinois	$936K	-$726K	1	0.8%	Reduced
619	SIC SFE Investment Counsel Los Angeles, California	$934K	+$10.9K	1	0.39%	Increased
620	Laird Norton Wetherby Wealth Management San Francisco, California	$932K	-$74.3K	2	0.23%	Reduced
621	PCM Perritt Capital Management Chicago, Illinois	$924K	$0	1	0.17%	Maintained
622	PIA Peachtree Investment Advisors Atlanta, Georgia	$919K	+$42.2K	1	0.62%	Increased
623	NPC National Planning Corporation El Segundo, California	$918K	-$265K	2	0.07%	Reduced
624	Meiji Yasuda Life Insurance Tokyo, Japan	$912K	-$119K	1	0.14%	Reduced
625	Conning Inc Hartford, Connecticut	$907K	-$34.3K	1	0.04%	Reduced