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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	AFG American Financial Group Cincinnati, Ohio	$776K	$0	1	0.06%	Maintained
652	SRC Shufro Rose & Co New York	$768K	-$8.78K	1	0.08%	Reduced
653	Epoch Investment Partners New York	$762K	+$10.4K	1	0%	Increased
654	BFO Boston Family Office Boston, Massachusetts	$755K	+$19.4K	1	0.09%	Increased
655	TAM Third Avenue Management New York	$751K	+$75.3K	1	0.02%	Increased
656	WPP Whalerock Point Partners Providence, Rhode Island	$750K	+$10.6K	1	0.31%	Increased
657	PP PDT Partners New York	$749K	-$19.8M	1	0.02%	Reduced
658	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$748K	-$40.3K	1	0.87%	Reduced
659	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$747K	-$40.9K	1	0.22%	Reduced
660	BAS Brown Advisory Securities Baltimore, Maryland	$744K	+$403K	1	0.25%	Increased
661	Cetera Advisor Networks El Segundo, California	$738K	$0	1	0.05%	Maintained
662	PGA Portland Global Advisors Portland, Maine	$737K	+$93.3K	1	0.38%	Increased
663	ZF Zhang Financial Portage, Michigan	$737K	-$7.06K	1	0.47%	Reduced
664	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$736K	$0	1	0.35%	Maintained
665	NB NBT Bank Norwich, New York	$733K	-$56.5K	1	0.12%	Reduced
666	GIP Granite Investment Partners El Segundo, California	$719K	-$74.1K	1	0.07%	Reduced
667	ANI American National Insurance Galveston, Texas	$717K	$0	1	0.04%	Maintained
668	TCB Texas Capital Bancshares Dallas, Texas	$716K	-$98.2K	1	0.48%	Reduced
669	DILH Dai-ichi Life Holdings Tokyo, Japan	$709K	-$69.5K	1	0.02%	Reduced
670	SC Searle & Co Greenwich, Connecticut	$708K	+$416K	1	0.59%	Increased
671	PCM Perritt Capital Management Chicago, Illinois	$707K	$0	1	0.13%	Maintained
672	Profund Advisors Bethesda, Maryland	$703K	-$583K	1	0.03%	Reduced
673	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$701K	+$67.6K	1	0.22%	Increased
674	CK Cohen Klingenstein New York	$689K	$0	1	0.12%	Maintained
675	LD Lipe & Dalton Syracuse, New York	$689K	-$4.24K	1	0.49%	Reduced