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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	$651K	$0	1	0.33%	Maintained
627	ZF Zhang Financial Portage, Michigan	$649K	$0	1	0.36%	Maintained
628	TNB Thomasville National Bank Thomasville, Georgia	$646K	+$51.9K	1	0.17%	Increased
629	TC Telemus Capital Southfield, Michigan	$645K	+$79.8K	1	0.08%	Increased
630	TCB Texas Capital Bancshares Dallas, Texas	$634K	$0	1	1.44%	Maintained
631	AAP Ardsley Advisory Partners Stamford, Connecticut	$633K	+$551K	1	0.11%	Increased
632	NRS Neville Rodie & Shaw New York	$625K	-$61.4K	1	0.07%	Reduced
633	CEP Chicago Equity Partners Chicago, Illinois	$624K	+$535K	1	0.02%	New
634	CG Cutler Group San Francisco, California	$624K	+$373K	1	0.03%	Increased
635	Atria Investments Charlotte, North Carolina	$623K	+$172K	1	0.07%	Increased
636	MN Services Vermogensbeheer The Hague, Netherlands	$623K	$0	1	0.14%	Maintained
637	SL Summitry LLC Foster City, California	$621K	+$639K	1	0.06%	New
638	First National Trust Hermitage, Pennsylvania	$620K	+$367K	1	0.1%	Increased
639	Azimuth Capital Management Bloomfield Hills, Michigan	$606K	+$82.9K	1	0.05%	Increased
640	TI Turner Investments Berwyn, Pennsylvania	$603K	-$473K	1	0.19%	Reduced
641	RS Investment Management San Francisco, California	$601K	$0	1	0.01%	Maintained
642	RHBC R.H. Bluestein & Co Birmingham, Michigan	$595K	$0	1	0.05%	Maintained
643	ACM Argentus Capital Management Dallas, Texas	$594K	+$67.3K	1	0.25%	Increased
644	BWM BerganKDV Wealth Management Bloomington, Minnesota	$589K	+$53.1K	1	0.25%	Increased
645	VWM Valley Wealth Managers Paramus, New Jersey	$586K	+$603K	1	0.09%	New
646	Wealthspire Advisors (Maryland) Potomac, Maryland	$581K	+$7.95K	2	0.1%	Increased
647	FBC Fairfield, Bush & Co Darien, Connecticut	$578K	$0	1	0.2%	Maintained
648	Bartlett & Co Cincinnati, Ohio	$573K	+$2.07K	2	0.03%	Increased
649	RU RobecoSam USA New York	$573K	+$590K	1	0.71%	New
650	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$571K	-$58K	1	0.05%	Reduced