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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	PEAK6 Group Chicago, Illinois	$606K	-$502K	1	0%	Reduced
627	WIA Westbourne Investment Advisors Annapolis, Maryland	$606K	-$48.7K	1	0.59%	Reduced
628	MCM Murphy Capital Management Bedminster, New Jersey	$603K	+$628K	1	0.09%	New
629	NRS Neville Rodie & Shaw New York	$597K	-$105K	1	0.07%	Reduced
630	MSI Financial Services Springfield, Massachusetts	$587K	+$372K	4	0.03%	Increased
631	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$585K	-$30K	1	0.74%	Reduced
632	CC Curian Capital Denver, Colorado	$583K	-$1.54M	1	0.04%	Reduced
633	MAI Capital Management Independence, Ohio	$583K	-$270K	1	0.04%	Reduced
634	Conning Inc Hartford, Connecticut	$580K	-$34.7K	1	0.02%	Reduced
635	Swiss Life Asset Management Zurich,	$579K	+$163K	1	0.03%	Increased
636	EI EDMP Inc Lutz, Florida	$577K	+$144K	1	0.55%	Increased
637	FHC First Houston Capital Houston, Texas	$572K	-$92.1K	1	0.52%	Reduced
638	ZF Zhang Financial Portage, Michigan	$568K	-$543K	1	0.34%	Reduced
639	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$567K	$0	1	0.29%	Maintained
640	WPP Whalerock Point Partners Providence, Rhode Island	$560K	-$19K	1	0.24%	Reduced
641	FCCM First City Capital Management Savannah, Georgia	$559K	$0	1	0.38%	Maintained
642	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$554K	+$547K	1	0.25%	Increased
643	TCB Texas Capital Bancshares Dallas, Texas	$552K	$0	1	0.91%	Maintained
644	CTA Colonial Trust Advisors Spartanburg, South Carolina	$543K	-$86.6K	1	0.18%	Reduced
645	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$543K	-$15.5K	1	0.05%	Reduced
646	Westwood Holdings Group Dallas, Texas	$542K	+$552K	1	0%	New
647	Catalyst Capital Advisors Huntington, New York	$531K	$0	1	0.08%	Maintained
648	CI Constellation Investments Montgomery, Ohio	$527K	+$5.42K	1	0.1%	Increased
649	EFS Essex Financial Services Essex, Connecticut	$524K	-$321K	1	0.13%	Reduced
650	PVWM Point View Wealth Management Summit, New Jersey	$521K	+$188K	1	0.38%	Increased