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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
651	Shinko Asset Management Company Tokyo, Japan	$742K	$0	1	0.01%	Maintained
652	ArrowMark Colorado Holdings Denver, Colorado	$739K	+$721K	1	0.02%	New
653	HL Financial Services Louisville, Kentucky	$734K	+$139K	2	0.03%	Increased
654	Los Angeles Capital Management Los Angeles, California	$733K	+$428K	1	0.01%	Increased
655	Envestnet Asset Management Chicago, Illinois	$729K	-$483K	2	0.01%	Reduced
656	WFM Wilmington Funds Management Wilmington, Delaware	$725K	-$128K	1	0.07%	Reduced
657	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$723K	+$13.5K	2	0.04%	Increased
658	Park National Corp Newark, Ohio	$723K	-$1.28K	1	0.06%	Reduced
659	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$721K	+$703K	1	0.58%	New
660	Washington Trust Westerly, Rhode Island	$713K	-$102K	1	0.06%	Reduced
661	ING Group Amsterdam, Netherlands	$710K	+$679K	1	0%	New
662	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$704K	+$233K	3	0.45%	Increased
663	PP Paloma Partners Greenwich, Connecticut	$699K	-$1.81M	1	0.03%	Reduced
664	TFF Timothy F. Fidgeon	$695K	$0	1	0.36%	Maintained
665	Ameritas Investment Partners Lincoln, Nebraska	$693K	+$676K	1	0.07%	New
666	M&T Bank Buffalo, New York	$692K	-$13.4K	2	0.03%	Reduced
667	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$691K	$0	1	0.07%	Maintained
668	GF Gerry Farber New York	$688K	-$672K	1	0.74%	Reduced
669	R.M. Davis Inc Portland, Maine	$688K	-$193K	1	0.05%	Reduced
670	TCOT Trust Company of Toledo Holland, Ohio	$684K	-$171K	1	0.25%	Reduced
671	NAM North American Management Boston, Massachusetts	$674K	+$105K	1	0.13%	Increased
672	Atalanta Sosnoff Capital New York	$665K	+$413K	1	0.02%	Increased
673	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$665K	+$186K	2	0.25%	Increased
674	DP Dearborn Partners Chicago, Illinois	$665K	-$34K	1	0.09%	Reduced
675	SIC Schwartz Investment Counsel Plymouth, Michigan	$661K	+$67.6K	1	0.06%	Increased