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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	TAM Tiverton Asset Management Wilimington, Delaware	$1.14M	+$620K	1	0.08%	Increased
627	Baker Avenue Asset Management San Francisco, California	$1.12M	+$76K	1	0.1%	Increased
628	PP Patten & Patten Chattanooga, Tennessee	$1.11M	-$13.8K	1	0.11%	Reduced
629	SB Simmons Bank Pine Bluff, Arkansas	$1.11M	-$28.7K	2	0.1%	Reduced
630	AAM Augustine Asset Management Jacksonville, Florida	$1.09M	$0	1	0.62%	Maintained
631	ACA Atlas Capital Advisors Jackson, Wyoming	$1.09M	+$1.12M	1	0.33%	New
632	CB Chemical Bank Detroit, Michigan	$1.08M	+$33.2K	1	0.12%	Increased
633	CM Crestline Management Fort Worth, Texas	$1.07M	+$1.17M	1	0.13%	New
634	FMB Field & Main Bank Henderson, Kentucky	$1.07M	+$94K	1	1.04%	Increased
635	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.06M	-$278K	1	0.15%	Reduced
636	Smithfield Trust Pittsburgh, Pennsylvania	$1.06M	+$16K	2	0.13%	Increased
637	CIA Cascade Investment Advisors Oregon City, Oregon	$1.06M	+$1.09M	1	0.84%	New
638	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$1.06M	+$46.4K	1	0.22%	Increased
639	Clearstead Advisors Cleveland, Ohio	$1.04M	+$75.5K	1	0.15%	Increased
640	Bank of Nova Scotia Toronto, Ontario, Canada	$1.04M	-$6.44M	1	0.01%	Reduced
641	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.04M	$0	1	0.54%	Maintained
642	DAC Dividend Assets Capital Ridgeland, South Carolina	$1.04M	+$211K	1	0.05%	Increased
643	WSCM Wellington Shields Capital Management New York	$1.02M	$0	2	0.15%	Maintained
644	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$1.02M	+$165K	1	0.75%	Increased
645	Park National Corp Newark, Ohio	$1.01M	-$20.8K	1	0.06%	Reduced
646	TCM Teza Capital Management Chicago, Illinois	$1.01M	-$78.5K	1	0.24%	Reduced
647	GVT Genesee Valley Trust Pittsford, New York	$1.01M	+$116K	1	0.41%	Increased
648	Independent Advisor Alliance Charlotte, North Carolina	$1.01M	+$110K	1	0.23%	Increased
649	MCM Mork Capital Management Healdsburg, California	$1.01M	$0	1	0.97%	Maintained
650	WIP Wellesley Investment Partners Wellesley, Massachusetts	$1M	-$16.7K	1	0.36%	Reduced