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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	PA Probity Advisors Dallas, Texas	$754K	+$776K	1	0.34%	New
602	MC Menta Capital San Francisco, California	$746K	-$102K	1	0.1%	Reduced
603	Old National Bancorp Evansville, Indiana	$743K	-$31.3K	1	0.04%	Reduced
604	Twin Tree Management Dallas, Texas	$727K	+$748K	1	0.01%	New
605	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$719K	+$3.07K	1	0.2%	Increased
606	PG Patten Group Chattanooga, Tennessee	$717K	$0	1	0.34%	Maintained
607	CB Chemical Bank Detroit, Michigan	$702K	+$9.21K	1	0.1%	Increased
608	FG Fiduciary Group Savannah, Georgia	$695K	$0	1	0.19%	Maintained
609	Park National Corp Newark, Ohio	$694K	-$49K	1	0.04%	Reduced
610	Clifford Swan Investment Counsel Pasadena, California	$690K	$0	1	0.05%	Maintained
611	MAI Capital Management Independence, Ohio	$682K	+$369	1	0.05%	Increased
612	ANI American National Insurance Galveston, Texas	$681K	$0	1	0.04%	Maintained
613	SRC Shufro Rose & Co New York	$679K	-$66.4K	1	0.08%	Reduced
614	CIBC World Market Toronto, Ontario, Canada	$678K	+$134K	1	0%	Increased
615	EI EDMP Inc Lutz, Florida	$675K	$0	1	0.66%	Maintained
616	TSS Two Sigma Securities New York	$674K	+$694K	1	0.37%	New
617	IPC Independent Portfolio Consultants Boca Raton, Florida	$672K	-$34.7K	1	0.21%	Reduced
618	HM Payson & Co Portland, Maine	$670K	-$79.3K	1	0.03%	Reduced
619	NB NBT Bank Norwich, New York	$665K	+$43K	1	0.12%	Increased
620	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$665K	+$4.97K	1	0.83%	Increased
621	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$664K	-$828K	1	0.08%	Reduced
622	Verition Fund Management Greenwich, Connecticut	$664K	+$683K	1	0.08%	New
623	Pacer Advisors Malvern, Pennsylvania	$654K	+$117K	1	0.1%	Increased
624	Eventide Asset Management Boston, Massachusetts	$653K	+$160K	2	0.04%	Increased
625	CONA Capital One National Association New York	$651K	+$379K	2	0.05%	Increased