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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
626	SIM Sentry Investment Management Stevens Point, Wisconsin	$757K	+$725K	1	0.04%	New
627	Washington Trust Westerly, Rhode Island	$753K	+$769K	1	0.06%	New
628	ANI American National Insurance Galveston, Texas	$744K	+$761K	1	0.06%	New
629	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$740K	+$709K	1	0.92%	New
630	HSA Holt-Smith Advisors Madison, Wisconsin	$733K	+$703K	1	1.03%	New
631	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$732K	+$702K	1	0.47%	New
632	CIM Calvert Investment Management Bethesda, Maryland	$731K	+$716K	2	0.1%	New
633	Ronald Blue & Co Roswell, Georgia	$730K	+$699K	1	0.06%	New
634	AF Arrow Financial Glens Falls, New York	$728K	+$698K	1	0.23%	New
635	SGI SAC Global Investors London, United Kingdom	$724K	+$693K	1	0.3%	New
636	CONA Capital One National Association New York	$720K	+$700K	2	0.08%	New
637	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$717K	+$687K	1	0.4%	New
638	AL Agran Libbie Santa Monica, California	$715K	+$731K	1	0.21%	New
639	CK Cohen Klingenstein New York	$715K	+$731K	1	0.17%	New
640	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$714K	+$683K	1	1.22%	New
641	Shinko Asset Management Company Tokyo, Japan	$709K	+$679K	1	0.01%	New
642	AIM Aster Investment Management Larkspur, California	$707K	+$677K	1	0.03%	New
643	Conning Inc Hartford, Connecticut	$699K	+$670K	1	0.06%	New
644	Park National Corp Newark, Ohio	$692K	+$663K	1	0.06%	New
645	CC Curian Capital Denver, Colorado	$682K	+$653K	2	0.01%	New
646	FM Foster & Motley Cincinnati, Ohio	$678K	+$649K	1	0.19%	New
647	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$674K	+$654K	3	0.04%	New
648	M&T Bank Buffalo, New York	$672K	+$647K	2	0.03%	New
649	DP Dearborn Partners Chicago, Illinois	$670K	+$641K	1	0.1%	New
650	DA Dillon & Associates Jackson, Michigan	$665K	+$635K	1	0.43%	New