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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	Virginia Retirement Systems Richmond, Virginia	$517K	+$5.58K	1	0.01%	Increased
652	CAM Columbia Asset Management Ann Arbor, Michigan	$510K	-$189K	2	0.2%	Reduced
653	NB NBT Bank Norwich, New York	$510K	$0	1	0.09%	Maintained
654	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$509K	+$528K	1	0.44%	New
655	Wealthspire Advisors (Maryland) Potomac, Maryland	$509K	+$528K	3	0.09%	New
656	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$506K	+$503K	2	0%	New
657	Glenview Trust Louisville, Kentucky	$497K	+$518K	1	0.05%	New
658	Profund Advisors Bethesda, Maryland	$496K	+$140K	1	0.02%	Increased
659	QS Investors New York	$496K	+$66.7K	2	0%	Increased
660	SC Searle & Co Greenwich, Connecticut	$496K	+$5.42K	1	0.48%	Increased
661	AFG Albion Financial Group Salt Lake City, Utah	$487K	-$405K	1	0.08%	Reduced
662	NERM New England Research & Management Chicago, Illinois	$484K	-$112K	1	0.42%	Reduced
663	ID Integral Derivatives New York	$483K	-$2.22M	1	0.01%	Reduced
664	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$480K	$0	1	0.21%	Maintained
665	HCM Horrell Capital Management Little Rock, Arkansas	$475K	+$3.39K	1	0.3%	Increased
666	Ameritas Investment Partners Lincoln, Nebraska	$471K	-$1.99M	1	0.03%	Reduced
667	ECM Everence Capital Management Goshen, Indiana	$471K	$0	1	0.15%	Maintained
668	SI SII Investments Appleton, Wisconsin	$462K	-$10K	1	0.06%	Reduced
669	Azimuth Capital Management Bloomfield Hills, Michigan	$458K	-$14.2K	1	0.04%	Reduced
670	SJIC St. James Investment Company Southlake, Texas	$456K	$0	1	0.06%	Maintained
671	ST Semper Trust King Of Prussia, Pennsylvania	$454K	+$473K	1	0.63%	New
672	Bank of Nova Scotia Toronto, Ontario, Canada	$450K	-$1.08K	1	0%	Reduced
673	Busey Bank Urbana, Illinois	$448K	-$2.11K	1	0.06%	Reduced
674	Annex Advisory Services Brookfield, Wisconsin	$446K	$0	1	0.13%	Maintained
675	GWM Gupta Wealth Management San Diego, California	$445K	-$431K	2	0.11%	Reduced