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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	MassMutual Private Wealth & Trust Windsor, Connecticut	$2.29M	+$99.3K	2	0.09%	Increased
602	SB Simmons Bank Pine Bluff, Arkansas	$2.29M	+$23.7K	2	0.17%	Increased
603	OIM Orca Investment Management Roseburg, Oregon	$2.29M	+$6.54K	1	2%	Increased
604	NWM Northwest Wealth Management Spencer, Iowa	$2.28M	$0	1	1.13%	Maintained
605	Railway Pension Investments London, United Kingdom	$2.27M	+$2.43M	1	0.02%	New
606	SIC Schwartz Investment Counsel Plymouth, Michigan	$2.24M	+$396K	1	0.09%	Increased
607	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.23M	+$1.15M	1	0.29%	Increased
608	Fiduciary Trust Boston, Massachusetts	$2.23M	-$14.7K	2	0.04%	Reduced
609	DC Diametric Capital Boston, Massachusetts	$2.2M	-$1.37M	1	1.74%	Reduced
610	LCM Logan Capital Management Newtown Square, Pennsylvania	$2.19M	-$532K	3	0.1%	Reduced
611	SSA South Street Advisors New York	$2.17M	$0	1	0.41%	Maintained
612	SIC SFE Investment Counsel Los Angeles, California	$2.16M	-$63.4K	1	0.61%	Reduced
613	PG Patten Group Chattanooga, Tennessee	$2.15M	-$7.99K	1	0.63%	Reduced
614	HUB Investment Partners Austin, Texas	$2.15M	+$2.3M	1	0.51%	New
615	CIBC World Market Toronto, Ontario, Canada	$2.14M	+$428K	2	0.01%	Increased
616	Beacon Pointe Advisors Newport Beach, California	$2.14M	+$1.14M	2	0.05%	Increased
617	PHS Pekin Hardy Strauss Chicago, Illinois	$2.13M	$0	1	0.3%	Maintained
618	Jacobs Levy Equity Management Florham Park, New Jersey	$2.13M	-$287K	1	0.01%	Reduced
619	Old National Bancorp Evansville, Indiana	$2.12M	+$147K	2	0.08%	Increased
620	DJSG D.J. St. Germain Springfield, Massachusetts	$2.09M	-$23K	2	0.13%	Reduced
621	HIC Holderness Investments Company Greensboro, North Carolina	$2.07M	-$113K	1	0.68%	Reduced
622	TU TDAM USA Toronto, Ontario, Canada	$2.07M	-$322K	2	0.14%	Reduced
623	CP Cumberland Partners Toronto, Ontario, Canada	$2.06M	-$3.4M	1	0.17%	Reduced
624	DA Doliver Advisors Houston, Texas	$2.06M	+$698K	1	0.69%	Increased
625	SFM Signet Financial Management Parsippany, New Jersey	$2.06M	+$20.6K	1	0.36%	Increased