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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	CTA Colonial Trust Advisors Spartanburg, South Carolina	$618K	-$17.7K	1	0.21%	Reduced
627	ANI American National Insurance Galveston, Texas	$607K	$0	1	0.04%	Maintained
628	Conning Inc Hartford, Connecticut	$605K	-$137K	1	0.03%	Reduced
629	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$605K	$0	1	0.82%	Maintained
630	Stratos Wealth Partners Beachwood, Ohio	$600K	-$1.08M	1	0.08%	Reduced
631	KFS Kurt F. Somerville	$593K	-$1.66M	1	0.15%	Reduced
632	AFG American Financial Group Cincinnati, Ohio	$590K	$0	1	0.04%	Maintained
633	NERM New England Research & Management Chicago, Illinois	$584K	-$41.3K	1	0.56%	Reduced
634	Walleye Trading New York	$583K	+$643K	1	0.01%	New
635	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$576K	+$49.8K	1	0.18%	Increased
636	BFO Boston Family Office Boston, Massachusetts	$574K	$0	1	0.08%	Maintained
637	WPP Whalerock Point Partners Providence, Rhode Island	$570K	$0	1	0.25%	Maintained
638	ZCM Zebra Capital Management Stamford, Connecticut	$570K	+$18.3K	1	0.35%	Increased
639	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$560K	-$8.86K	1	0.18%	Reduced
640	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$559K	$0	1	0.3%	Maintained
641	FCCM First City Capital Management Savannah, Georgia	$557K	$0	1	0.41%	Maintained
642	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$550K	-$2.22M	1	0.05%	Reduced
643	TCB Texas Capital Bancshares Dallas, Texas	$544K	$0	1	0.46%	Maintained
644	KFP Keystone Financial Planning Cleveland, Ohio	$538K	+$593K	1	0.43%	New
645	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$528K	+$432K	1	1.25%	Increased
646	Catalyst Capital Advisors Huntington, New York	$523K	$0	1	0.07%	Maintained
647	Cannell & Spears New York	$520K	+$599K	1	0.06%	New
648	ACP Ashfield Capital Partners San Francisco, California	$515K	-$51.5K	1	0.03%	Reduced
649	CI Constellation Investments Montgomery, Ohio	$515K	$0	1	0.11%	Maintained
650	Virginia Retirement Systems Richmond, Virginia	$505K	+$4.84K	1	0.01%	Increased