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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
676	FA FDx Advisors Chicago, Illinois	$551K	+$528K	1	0.07%	New
677	HL Financial Services Louisville, Kentucky	$549K	+$533K	2	0.02%	New
678	SIC Schwartz Investment Counsel Plymouth, Michigan	$542K	+$554K	1	0.05%	New
679	NAM North American Management Boston, Massachusetts	$541K	+$519K	1	0.11%	New
680	LWI Long Wharf Investors Boston, Massachusetts	$539K	+$551K	1	0.53%	New
681	IIC Ironwood Investment Counsel Scottsdale, Arizona	$538K	+$516K	1	0.35%	New
682	Heritage Investors Management Corp Bethesda, Maryland	$535K	+$512K	1	0.05%	New
683	DAM Deltec Asset Management New York	$531K	+$543K	1	0.16%	New
684	Martingale Asset Management Boston, Massachusetts	$518K	+$515K	1	0.02%	New
685	FBC Fairfield, Bush & Co Darien, Connecticut	$517K	+$495K	1	0.26%	New
686	CT Cambridge Trust Cambridge, Massachusetts	$512K	+$491K	1	0.05%	New
687	LIA LS Investment Advisors Bloomfield Hills, Michigan	$505K	+$485K	2	0.06%	New
688	CC Courier Capital Buffalo, New York	$504K	+$500K	2	0.13%	New
689	South Texas Money Management San Antonio, Texas	$504K	+$483K	1	0.04%	New
690	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$501K	+$477K	1	0.14%	New
691	CI Constellation Investments Montgomery, Ohio	$496K	+$475K	1	0.17%	New
692	Stock Yards Bank & Trust Louisville, Kentucky	$478K	+$458K	1	0.05%	New
693	FIM Fruth Investment Management Houston, Texas	$477K	+$458K	1	0.27%	New
694	HIC Harvey Investment Company Louisville, Kentucky	$477K	+$457K	1	0.14%	New
695	EFS Essex Financial Services Essex, Connecticut	$473K	+$453K	1	0.17%	New
696	Bank of Nova Scotia Toronto, Ontario, Canada	$466K	+$448K	1	0%	New
697	OAM Oxford Asset Management Oxford, United Kingdom	$460K	+$444K	1	0.01%	New
698	TF Trutina Financial Bellevue, Washington	$458K	+$469K	1	0.37%	New
699	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$450K	+$431K	1	0.18%	New
700	CHAM Clear Harbor Asset Management Stamford, Connecticut	$442K	+$437K	2	0.13%	New