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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	BPIA Broad Peak Investment Advisers Singapore	$9.8M	+$10M	1	2.31%	New
602	Waverly Advisors Birmingham, Alabama	$9.8M	+$533K	3	0.19%	Increased
603	LGT Group Foundation Vaduz, Liechtenstein	$9.7M	+$1.03M	3	0.15%	Increased
604	Perkins Coie Trust Company Seattle, Washington	$9.7M	+$744K	2	2.26%	Increased
605	Davenport & Co Richmond, Virginia	$9.7M	+$1.55M	2	0.06%	Increased
606	Fiduciary Alliance Greenville, South Carolina	$9.6M	-$837K	1	1.56%	Reduced
607	EAM Investors Solana Beach, California	$9.6M	+$166K	3	1.56%	Increased
608	NEOS Investment Management Westport, Connecticut	$9.5M	+$5.66M	2	0.39%	Increased
609	CFG Cambridge Financial Group Columbus, Ohio	$9.5M	+$1.19M	2	4.28%	Increased
610	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$9.5M	+$8.78M	1	0.05%	New
611	JCA Jade Capital Advisors Essex Fells, New Jersey	$9.46M	+$4.39M	3	6.69%	Increased
612	PDT Partners New York	$9.46M	-$3.21M	2	0.9%	Reduced
613	Sandy Spring Bank Olney, Maryland	$9.44M	+$1.2M	3	0.42%	Increased
614	Avalon Global Asset Management San Francisco, California	$9.44M	+$32.3K	1	2.15%	Increased
615	General American Investors New York	$9.43M	-$3.95M	1	0.66%	Reduced
616	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$9.41M	+$6.46M	1	2.33%	Increased
617	Beacon Financial Group Dallas, Texas	$9.34M	-$461K	1	1.06%	Reduced
618	Atlantic Union Bankshares Glen Allen, Virginia	$9.34M	+$1.07M	1	0.58%	Increased
619	River Wealth Advisors Camp Hill, Pennsylvania	$9.28M	+$245K	1	1.33%	Increased
620	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$9.26M	+$120K	1	1.76%	Increased
621	Carret Asset Management New York	$9.24M	-$207K	1	1.08%	Reduced
622	Centiva Capital New York	$9.2M	+$8.23M	4	0.16%	Increased
623	DNCA Finance Paris, France	$9.2M	+$9.47M	1	0.79%	New
624	Tidal Investments Milwaukee, Wisconsin	$9.2M	+$859K	3	0.12%	Increased
625	WAM Winslow Asset Management Beachwood, Ohio	$9.19M	-$214K	1	1.81%	Reduced