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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	Engineers Gate Manager New York	$768K	+$768K	1	0.1%	New
652	SI SII Investments Appleton, Wisconsin	$768K	-$68.6K	1	0.09%	Reduced
653	GMIM General Motors Investment Management New York	$766K	-$141K	2	0.07%	Reduced
654	Epoch Investment Partners New York	$757K	+$194K	1	0%	Increased
655	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.47%	Maintained
656	WPP Whalerock Point Partners Providence, Rhode Island	$745K	+$40.8K	1	0.3%	Increased
657	BFO Boston Family Office Boston, Massachusetts	$741K	$0	1	0.09%	Maintained
658	RHBC R.H. Bluestein & Co Birmingham, Michigan	$741K	$0	1	0.04%	Maintained
659	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$740K	$0	1	0.35%	Maintained
660	AMIM Aull & Monroe Investment Management Mobile, Alabama	$739K	-$34K	1	0.41%	Reduced
661	Cetera Advisor Networks El Segundo, California	$738K	+$45.5K	1	0.05%	Increased
662	ANI American National Insurance Galveston, Texas	$727K	$0	1	0.04%	Maintained
663	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$713K	+$177K	2	0.28%	Increased
664	CAM ClariVest Asset Management San Diego, California	$706K	+$7.41K	1	0.02%	Increased
665	NME Notis-McConarty Edward	$700K	-$81.6K	2	0.48%	Reduced
666	CK Cohen Klingenstein New York	$699K	$0	1	0.13%	Maintained
667	Park National Corp Newark, Ohio	$699K	-$194K	1	0.05%	Reduced
668	LD Lipe & Dalton Syracuse, New York	$698K	$0	1	0.48%	Maintained
669	NFG Next Financial Group Houston, Texas	$694K	-$42.2K	3	0.22%	Reduced
670	Catalyst Capital Advisors Huntington, New York	$693K	$0	1	0.08%	Maintained
671	PAM PartnerRe Asset Management Greenwich, Connecticut	$683K	-$3.6K	1	0.11%	Reduced
672	CI Constellation Investments Montgomery, Ohio	$682K	+$27.2K	1	0.13%	Increased
673	BFA Benedict Financial Advisors Atlanta, Georgia	$680K	-$1.91K	1	0.44%	Reduced
674	IA Icon Advisers Greenwood Village, Colorado	$679K	$0	1	0.04%	Maintained
675	NCM Newland Capital Management New York	$679K	-$7.41M	1	0.76%	Reduced