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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	FCCM First City Capital Management Savannah, Georgia	$916K	+$367K	1	0.75%	Increased
652	SI SII Investments Appleton, Wisconsin	$913K	-$20.3K	1	0.16%	Reduced
653	ANI American National Insurance Galveston, Texas	$912K	$0	1	0.06%	Maintained
654	Scotia Capital Toronto, Ontario, Canada	$897K	+$301K	2	0.02%	Increased
655	Amalgamated Bank New York	$893K	-$7.9K	1	0.15%	Reduced
656	AMIM Aull & Monroe Investment Management Mobile, Alabama	$883K	-$14.2K	1	0.52%	Reduced
657	Raymond James Trust St. Petersburg, Florida	$880K	+$17.4K	1	0.12%	Increased
658	IHL Investment House LLC Redondo Beach, California	$877K	+$820K	1	0.16%	New
659	CK Cohen Klingenstein New York	$876K	$0	1	0.17%	Maintained
660	AFG American Financial Group Cincinnati, Ohio	$875K	$0	1	0.09%	Maintained
661	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	-$114K	1	0.57%	Reduced
662	WSA Willow Street Advisors Naples, Florida	$872K	$0	1	0.49%	Maintained
663	PAM PartnerRe Asset Management Greenwich, Connecticut	$869K	-$46.7K	1	0.15%	Reduced
664	DA Dillon & Associates Jackson, Michigan	$864K	+$38.5K	1	0.47%	Increased
665	LD Lipe & Dalton Syracuse, New York	$864K	-$1.15M	1	0.59%	Reduced
666	D.E. Shaw & Co New York	$863K	+$276K	2	0%	Increased
667	HCM Horrell Capital Management Little Rock, Arkansas	$862K	-$190K	1	0.43%	Reduced
668	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$856K	$0	1	0.98%	Maintained
669	TCOT Trust Company of Toledo Holland, Ohio	$849K	+$73.9K	1	0.27%	Increased
670	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$847K	+$141K	1	0.36%	Increased
671	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$839K	-$86.1K	1	0.15%	Reduced
672	CG Clinton Group New York	$835K	+$781K	1	0.28%	New
673	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$830K	$0	1	0.41%	Maintained
674	Old National Bancorp Evansville, Indiana	$827K	+$149K	2	0.08%	Increased
675	AGF Investments Inc Toronto, Ontario, Canada	$823K	+$768K	1	0.01%	New