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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	NB NBT Bank Norwich, New York	$841K	-$3.36K	1	0.13%	Reduced
627	SC Saiers Capital New York	$840K	-$725K	1	0.12%	Reduced
628	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$837K	+$799K	1	0.48%	New
629	PAM PartnerRe Asset Management Greenwich, Connecticut	$831K	-$106K	1	0.14%	Reduced
630	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$820K	+$71.5K	1	1.51%	Increased
631	Amalgamated Bank New York	$815K	-$18.9K	1	0.26%	Reduced
632	AMIM Aull & Monroe Investment Management Mobile, Alabama	$812K	$0	1	0.53%	Maintained
633	ANI American National Insurance Galveston, Texas	$810K	$0	1	0.06%	Maintained
634	MUFG Americas New York	$801K	-$320K	2	0.03%	Reduced
635	HT HighTower Trust Houston, Texas	$793K	+$377K	1	0.12%	Increased
636	AFG American Financial Group Cincinnati, Ohio	$792K	$0	1	0.07%	Maintained
637	CIM Calvert Investment Management Bethesda, Maryland	$789K	-$9.67K	2	0.1%	Reduced
638	CAM ClariVest Asset Management San Diego, California	$789K	-$299K	1	0.04%	Reduced
639	WSA Willow Street Advisors Naples, Florida	$788K	-$40.3K	1	0.49%	Reduced
640	CHAM Clear Harbor Asset Management Stamford, Connecticut	$783K	+$297K	2	0.21%	Increased
641	Raymond James Trust St. Petersburg, Florida	$779K	-$33K	1	0.12%	Reduced
642	CK Cohen Klingenstein New York	$778K	$0	1	0.17%	Maintained
643	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$774K	$0	1	0.96%	Maintained
644	DA Dillon & Associates Jackson, Michigan	$769K	+$50.6K	1	0.43%	Increased
645	QS Investors New York	$761K	+$170K	1	0.03%	Increased
646	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$759K	-$7.05K	1	0.48%	Reduced
647	CCM Cai Capital Management New York	$754K	-$465K	1	0.49%	Reduced
648	Conning Inc Hartford, Connecticut	$751K	+$18.8K	1	0.06%	Increased
649	SCM Stux Capital Management New York	$750K	-$235K	1	0.1%	Reduced
650	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$750K	$0	1	0.41%	Maintained