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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	Boston Partners Boston, Massachusetts	$743K	-$26.9M	1	0%	Reduced
627	CB Chemical Bank Detroit, Michigan	$734K	-$38.5K	1	0.1%	Reduced
628	MAI Capital Management Independence, Ohio	$731K	-$19K	1	0.06%	Reduced
629	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$716K	$0	1	0.35%	Maintained
630	Avalon Investment & Advisory Houston, Texas	$715K	+$681K	1	0.03%	New
631	TH Timber Hill Greenwich, Connecticut	$714K	+$703K	1	0%	New
632	HCM Hilton Capital Management Garden City, New York	$711K	+$700K	1	0.18%	New
633	MC Menta Capital San Francisco, California	$708K	-$49.7K	1	0.07%	Reduced
634	ZF Zhang Financial Portage, Michigan	$708K	-$5.82K	1	0.39%	Reduced
635	BWM BerganKDV Wealth Management Bloomington, Minnesota	$699K	+$50.6K	1	0.24%	Increased
636	NPC National Planning Corporation El Segundo, California	$697K	-$201K	1	0.06%	Reduced
637	TCB Texas Capital Bancshares Dallas, Texas	$697K	$0	1	1.58%	Maintained
638	WIP Wellesley Investment Partners Wellesley, Massachusetts	$697K	+$261K	1	0.36%	Increased
639	WPP Whalerock Point Partners Providence, Rhode Island	$691K	+$681K	1	0.29%	New
640	NRS Neville Rodie & Shaw New York	$689K	$0	1	0.08%	Maintained
641	Private Advisor Group Morristown, New Jersey	$687K	-$642K	1	0.03%	Reduced
642	GCP GSA Capital Partners London, United Kingdom	$686K	+$655K	1	0.04%	New
643	NFG Next Financial Group Houston, Texas	$677K	+$151K	3	0.12%	Increased
644	RHBC R.H. Bluestein & Co Birmingham, Michigan	$675K	$0	1	0.04%	Maintained
645	Balyasny Asset Management Chicago, Illinois	$672K	+$662K	1	0%	New
646	Azimuth Capital Management Bloomfield Hills, Michigan	$667K	$0	1	0.06%	Maintained
647	DC Deere & Company Moline, Illinois	$660K	-$1.35M	1	0.04%	Reduced
648	VNA Valley National Advisers Bethlehem, Pennsylvania	$647K	-$1.47M	1	0.33%	Reduced
649	Bartlett & Co Cincinnati, Ohio	$644K	+$33	2	0.03%	Increased
650	Commerzbank Aktiengesellschaft Frankfurt, Germany	$639K	-$461K	2	0.01%	Reduced