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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	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.77M	-$304K	3	0.3%	Reduced
652	IWP Icon Wealth Partners Houston, Texas	$1.76M	+$161K	1	0.22%	Increased
653	IMOV Investment Management of Virginia Richmond, Virginia	$1.76M	-$3.22K	1	0.35%	Reduced
654	Tocqueville Asset Management New York	$1.76M	+$1.62M	1	0.03%	New
655	Cooke & Bieler Philadelphia, Pennsylvania	$1.74M	-$120M	1	0.02%	Reduced
656	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.73M	-$19.4M	1	0.08%	Reduced
657	CAM Claret Asset Management Montreal, Quebec, Canada	$1.72M	-$40K	1	0.32%	Reduced
658	JCM Janney Capital Management Pittsburgh, Pennsylvania	$1.71M	-$28.7K	1	0.11%	Reduced
659	WSCM Wellington Shields Capital Management New York	$1.71M	$0	2	0.16%	Maintained
660	Tudor Investment Corp Stamford, Connecticut	$1.71M	+$1.15M	1	0.03%	Increased
661	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$1.7M	+$229K	1	0.32%	Increased
662	GIP Granite Investment Partners El Segundo, California	$1.7M	+$1.59M	1	0.06%	New
663	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.69M	-$150K	2	0.13%	Reduced
664	OFG Oxford Financial Group Carmel, Indiana	$1.69M	+$1.58M	1	0.23%	New
665	IndexIQ Advisors New York	$1.69M	+$216K	3	0.06%	Increased
666	ATC Argent Trust Co Nashville, Tennessee	$1.69M	-$32.1K	2	0.12%	Reduced
667	BBI Baxter Bros Inc Riverside, Connecticut	$1.68M	-$9.67K	1	0.29%	Reduced
668	Bowen Hanes & Co Ponte Vedra Beach, Florida	$1.68M	$0	2	0.05%	Maintained
669	Bank of Nova Scotia Toronto, Ontario, Canada	$1.68M	-$24.5K	1	0%	Reduced
670	GTCM Gyon Technologies Capital Management Denville, New Jersey	$1.68M	+$263K	1	0.73%	Increased
671	Todd Asset Management Louisville, Kentucky	$1.67M	+$645	1	0.04%	Increased
672	Pathstone Family Office Englewood, New Jersey	$1.66M	+$1.49M	2	0.06%	Increased
673	MD Financial Management Ottawa, Ontario, Canada	$1.65M	+$1.53M	1	0.05%	New
674	Park Avenue Securities New York	$1.65M	-$65.2K	2	0.04%	Reduced
675	QCM Quest Capital Management Dallas, Texas	$1.65M	-$13.9K	1	0.35%	Reduced