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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	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$682K	$0	1	0.35%	Maintained
627	ZF Zhang Financial Portage, Michigan	$680K	-$2.49K	1	0.38%	Reduced
628	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$672K	+$6.19K	1	0.29%	Increased
629	ANI American National Insurance Galveston, Texas	$667K	$0	1	0.04%	Maintained
630	TCB Texas Capital Bancshares Dallas, Texas	$664K	$0	1	1.7%	Maintained
631	Squarepoint New York	$663K	-$1.02M	1	0.05%	Reduced
632	WPP Whalerock Point Partners Providence, Rhode Island	$660K	-$12.4K	1	0.28%	Reduced
633	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$658K	+$4.14K	1	0.06%	Increased
634	MC Menta Capital San Francisco, California	$656K	-$117K	1	0.09%	Reduced
635	NB NBT Bank Norwich, New York	$653K	+$35K	1	0.11%	Increased
636	CI Constellation Investments Montgomery, Ohio	$647K	+$11K	1	0.12%	Increased
637	FIM Freedom Investment Management Hartford, Connecticut	$646K	+$112K	1	0.05%	Increased
638	Private Advisor Group Morristown, New Jersey	$646K	-$438K	1	0.03%	Reduced
639	Catalyst Capital Advisors Huntington, New York	$638K	$0	1	0.11%	Maintained
640	MN Services Vermogensbeheer The Hague, Netherlands	$636K	+$640K	1	0.15%	New
641	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$636K	+$2.2M	1	0.06%	New
642	LCP Legacy Capital Partners Milwaukee, Wisconsin	$634K	+$146K	1	0.41%	Increased
643	RS Investment Management San Francisco, California	$629K	+$117K	1	0.01%	Increased
644	NA Navellier & Associates Reno, Nevada	$627K	+$273K	1	0.08%	Increased
645	TG TLP Group Evanston, Illinois	$626K	+$552K	1	0.38%	New
646	TNB Thomasville National Bank Thomasville, Georgia	$624K	+$226K	1	0.19%	Increased
647	Geneos Wealth Management Englewood, Colorado	$619K	+$540K	2	0.09%	New
648	CIC Cornercap Investment Counsel Atlanta, Georgia	$613K	+$71.3K	1	0.12%	Increased
649	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$612K	-$2.29M	1	0.33%	Reduced
650	FBC Fairfield, Bush & Co Darien, Connecticut	$606K	+$221K	1	0.22%	Increased