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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	BWM BerganKDV Wealth Management Bloomington, Minnesota	$798K	+$81.9K	1	0.27%	Increased
627	Cornerstone Investment Partners Atlanta, Georgia	$796K	-$19.3M	1	0.03%	Reduced
628	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$793K	-$6.56K	1	0.24%	Reduced
629	FIM Fruth Investment Management Houston, Texas	$791K	$0	1	0.36%	Maintained
630	Wolverine Asset Management Chicago, Illinois	$791K	+$774K	1	0.01%	New
631	CG Cutler Group San Francisco, California	$788K	+$15.4K	4	0.03%	Increased
632	WPP Whalerock Point Partners Providence, Rhode Island	$787K	+$78.7K	1	0.31%	Increased
633	SRC Shufro Rose & Co New York	$781K	+$70.4K	1	0.09%	Increased
634	Clifford Swan Investment Counsel Pasadena, California	$775K	$0	1	0.05%	Maintained
635	CB Chemical Bank Detroit, Michigan	$771K	+$20.9K	1	0.09%	Increased
636	Caprock Group Boise, Idaho	$764K	-$269K	1	0.19%	Reduced
637	MN Services Vermogensbeheer The Hague, Netherlands	$754K	$0	1	0.15%	Maintained
638	MAI Capital Management Independence, Ohio	$750K	+$2.89K	1	0.05%	Increased
639	PCM Princeton Capital Management Red Bank, New Jersey	$736K	+$720K	1	1.06%	New
640	ZF Zhang Financial Portage, Michigan	$732K	$0	1	0.4%	Maintained
641	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$731K	$0	1	0.35%	Maintained
642	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$726K	+$710K	1	0.58%	New
643	ANI American National Insurance Galveston, Texas	$724K	$0	1	0.04%	Maintained
644	WIP Wellesley Investment Partners Wellesley, Massachusetts	$721K	+$9.45K	1	0.35%	Increased
645	HAM Highstreet Asset Management London, Ontario, Canada	$719K	+$703K	1	0.25%	New
646	MC Menta Capital San Francisco, California	$719K	+$30.6K	1	0.06%	Increased
647	PA Probity Advisors Dallas, Texas	$715K	-$57.4K	1	0.3%	Reduced
648	HM Payson & Co Portland, Maine	$712K	$0	1	0.03%	Maintained
649	IPC Independent Portfolio Consultants Boca Raton, Florida	$707K	+$11.2K	2	0.23%	Increased
650	Glenview Trust Louisville, Kentucky	$690K	+$675K	1	0.06%	New