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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	RP Rice Partnership Honolulu, Hawaii	$10.4M	-$2.75M	1	2.14%	Reduced
602	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$10.4M	-$1.27M	2	1.01%	Reduced
603	D.A. Davidson & Co Great Falls, Montana	$10.4M	-$887K	3	0.08%	Reduced
604	RBA Richard Bernstein Advisors New York	$10.4M	-$495K	3	0.25%	Reduced
605	Eisler Capital Management London, United Kingdom	$10.4M	+$4.42M	3	0.07%	Increased
606	MP McDonald Partners Cleveland, Ohio	$10.4M	-$457K	1	2.7%	Reduced
607	Maryland State Retirement & Pension System Baltimore, Maryland	$10.3M	-$1.89M	5	0.25%	Reduced
608	Y-Intercept (HK) Hong Kong	$10.3M	+$8.66M	2	0.7%	Increased
609	Vident Advisory Alpharetta, Georgia	$10.3M	+$1.73M	4	0.15%	Increased
610	DWA Dorsey Wright & Associates Pasadena, California	$10.2M	+$6.63K	2	2.6%	Increased
611	HCA Harbor Capital Advisors Chicago, Illinois	$10.2M	+$5.41M	5	0.47%	Increased
612	TC TwinBeech Capital Purchase, New York	$10.1M	-$11.6M	2	0.18%	Reduced
613	EP Wealth Advisors Torrance, California	$10M	-$155K	2	0.08%	Reduced
614	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10M	+$701K	2	1.12%	Increased
615	BOK Financial Tulsa, Oklahoma	$10M	+$4.53M	1	0.18%	Increased
616	Tocqueville Asset Management New York	$9.96M	+$2.84M	2	0.16%	Increased
617	UAS United Asset Strategies Garden City, New York	$9.95M	+$11.4M	1	0.92%	New
618	ECM Estabrook Capital Management New York	$9.93M	-$522K	2	1.6%	Reduced
619	Dai-ichi Life Insurance Company Tokyo, Japan	$9.9M	-$4.78M	2	0.29%	Reduced
620	HB Wealth Management Atlanta, Georgia	$9.86M	+$3.84M	3	0.08%	Increased
621	SCM Segra Capital Management Palm Beach, Florida	$9.83M	+$11.2M	1	3.14%	New
622	OBAM ODDO BHF Asset Management Paris, France	$9.79M	-$413K	2	0.4%	Reduced
623	Caprock Group Boise, Idaho	$9.78M	+$704K	2	0.3%	Increased
624	Vinva Investment Management Sydney, Australia	$9.73M	+$1.41M	2	0.39%	Increased
625	Elo Mutual Pension Insurance Espoo, Finland	$9.72M	-$8.43M	1	0.22%	Reduced