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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	PCM Perritt Capital Management Chicago, Illinois	$893K	$0	1	0.16%	Maintained
627	Smithfield Trust Pittsburgh, Pennsylvania	$893K	-$55.6K	1	0.18%	Reduced
628	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$891K	-$444K	2	0%	Reduced
629	NERM New England Research & Management Chicago, Illinois	$885K	-$51K	1	0.76%	Reduced
630	ODCM Old Dominion Capital Management Charlottesville, Virginia	$858K	-$35.1K	1	0.93%	Reduced
631	CBB Citizens Business Bank Ontario, California	$853K	+$119K	1	0.15%	Increased
632	Shelton Capital Management Denver, Colorado	$851K	+$175K	2	0.09%	Increased
633	Susquehanna International Group Bala Cynwyd, Pennsylvania	$848K	-$7.26M	2	0%	Reduced
634	Clifford Swan Investment Counsel Pasadena, California	$847K	$0	1	0.06%	Maintained
635	Moneta Group Investment Advisors St Louis, Missouri	$847K	-$115K	1	0.36%	Reduced
636	Covington Capital Management Los Angeles, California	$832K	$0	1	0.08%	Maintained
637	TCB Texas Capital Bancshares Dallas, Texas	$815K	$0	1	0.45%	Maintained
638	CTA Colonial Trust Advisors Spartanburg, South Carolina	$811K	+$341K	1	0.25%	Increased
639	NPA Nichols & Pratt Advisers Boston, Massachusetts	$807K	-$305K	2	0.07%	Reduced
640	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$802K	$0	1	0.89%	Maintained
641	GIP Granite Investment Partners El Segundo, California	$795K	-$6.8K	1	0.07%	Reduced
642	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$792K	-$3.2K	1	0.91%	Reduced
643	NB NBT Bank Norwich, New York	$792K	-$30.1K	1	0.13%	Reduced
644	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$791K	-$10.8K	1	0.24%	Reduced
645	SRC Shufro Rose & Co New York	$787K	-$41.2K	1	0.08%	Reduced
646	Squarepoint New York	$784K	+$784K	1	0.27%	New
647	AFG American Financial Group Cincinnati, Ohio	$781K	$0	1	0.06%	Maintained
648	DILH Dai-ichi Life Holdings Tokyo, Japan	$781K	-$1.44M	1	0.02%	Reduced
649	MC MRJ Capital New York	$781K	+$782K	1	0.44%	New
650	Mackenzie Financial Toronto Ontario, Ontario, Canada	$777K	-$830K	1	0%	Reduced