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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	Conning Inc Hartford, Connecticut	$1.04M	-$49K	1	0.06%	Reduced
627	KCPG Kavar Capital Partners Group Leawood, Kansas	$1.04M	+$352K	1	0.88%	Increased
628	IT Investors Trust Dallas, Texas	$1.03M	$0	1	0.8%	Maintained
629	CB Chemical Bank Detroit, Michigan	$1.02M	+$52K	1	0.17%	Increased
630	Amalgamated Bank New York	$1.01M	+$118K	1	0.15%	Increased
631	WIC Wood Investment Counsel Denver, Colorado	$1.01M	+$969K	1	0.15%	New
632	Ronald Blue & Co Roswell, Georgia	$986K	+$2.38K	1	0.06%	Increased
633	Stephens Inc Little Rock, Arkansas	$985K	-$279K	1	0.05%	Reduced
634	Wedbush Securities Los Angeles, California	$971K	+$697K	1	0.15%	Increased
635	1CM 1492 Capital Management Milwaukee, Wisconsin	$968K	-$25K	1	0.5%	Reduced
636	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$962K	+$104K	1	0.48%	Increased
637	Clifford Swan Investment Counsel Pasadena, California	$962K	$0	1	0.06%	Maintained
638	Envestnet Asset Management Chicago, Illinois	$959K	+$175K	3	0.01%	Increased
639	SRC Shufro Rose & Co New York	$956K	+$87.1K	1	0.1%	Increased
640	NB NBT Bank Norwich, New York	$955K	+$10K	1	0.14%	Increased
641	KFS KMS Financial Services Seattle, Washington	$953K	+$64.8K	1	0.14%	Increased
642	Covington Capital Management Los Angeles, California	$940K	$0	1	0.09%	Maintained
643	DA Dillon & Associates Jackson, Michigan	$938K	+$5.57K	1	0.48%	Increased
644	PIA Peachtree Investment Advisors Atlanta, Georgia	$937K	+$5.45K	1	0.63%	Increased
645	SI SII Investments Appleton, Wisconsin	$931K	+$8.91K	1	0.13%	Increased
646	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$914K	-$17.8K	1	0.2%	Reduced
647	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$911K	$0	1	1.03%	Maintained
648	GCP GSA Capital Partners London, United Kingdom	$898K	+$520K	2	0.04%	Increased
649	KT Kanaly Trust Houston, Texas	$893K	-$81.9K	2	0.16%	Reduced
650	QCM Quadrant Capital Management Fairfield, New Jersey	$890K	+$936K	1	0.85%	New