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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	Engineers Gate Manager New York	$940K	+$186K	1	0.09%	Increased
627	Park National Corp Newark, Ohio	$934K	+$251K	1	0.06%	Increased
628	SAM Shell Asset Management The Hague, Netherlands	$930K	-$43.5K	1	0.02%	Reduced
629	HP Holowesko Partners Nassau, Bahamas	$929K	$0	1	0.06%	Maintained
630	CB Chemical Bank Detroit, Michigan	$926K	+$23.4K	1	0.12%	Increased
631	AI ArchPoint Investors Coral Gables, Florida	$893K	$0	2	0.56%	Maintained
632	BAC Boys Arnold & Co Asheville, North Carolina	$887K	-$21.2K	1	0.17%	Reduced
633	PEAK6 Group Chicago, Illinois	$884K	+$900K	1	0.01%	New
634	DA Dillon & Associates Jackson, Michigan	$881K	+$847	1	0.43%	Increased
635	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$874K	-$11.7K	2	0%	Reduced
636	First Horizon Advisors Memphis, Tennessee	$868K	+$818K	3	0.13%	Increased
637	ODCM Old Dominion Capital Management Charlottesville, Virginia	$853K	+$847	1	0.98%	Increased
638	BCB Brian C. Broderick	$849K	-$319K	1	0.36%	Reduced
639	Clifford Swan Investment Counsel Pasadena, California	$841K	$0	1	0.06%	Maintained
640	CBB Citizens Business Bank Ontario, California	$840K	-$7.06K	1	0.15%	Reduced
641	RHBC R.H. Bluestein & Co Birmingham, Michigan	$835K	+$110K	1	0.05%	Increased
642	CTA Colonial Trust Advisors Spartanburg, South Carolina	$833K	+$28.3K	1	0.26%	Increased
643	ETrade Capital Management Arlington, Virginia	$829K	+$302K	2	0.05%	Increased
644	Smithfield Trust Pittsburgh, Pennsylvania	$826K	-$64.6K	1	0.16%	Reduced
645	Covington Capital Management Los Angeles, California	$821K	$0	1	0.07%	Maintained
646	NERM New England Research & Management Chicago, Illinois	$815K	-$67.1K	1	0.67%	Reduced
647	Mackenzie Financial Toronto Ontario, Ontario, Canada	$802K	+$31.4K	1	0%	Increased
648	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$797K	$0	1	0.91%	Maintained
649	SI SII Investments Appleton, Wisconsin	$794K	+$31.5K	1	0.09%	Increased
650	AHL Partners London, United Kingdom	$782K	+$481K	1	0.03%	Increased