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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	HP Holowesko Partners Nassau, Bahamas	$774K	+$254K	1	0.05%	Increased
677	Shinko Asset Management Company Tokyo, Japan	$774K	+$40.5K	1	0.01%	Increased
678	WPP Whalerock Point Partners Providence, Rhode Island	$772K	+$66.3K	1	0.39%	Increased
679	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$771K	-$16.2K	1	0.77%	Reduced
680	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$770K	$0	1	0.46%	Maintained
681	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$770K	-$56.7K	1	0.13%	Reduced
682	SGH Schonfeld Group Holdings Jericho, New York	$770K	+$512K	1	0.19%	Increased
683	NME Notis-McConarty Edward	$766K	$0	2	0.53%	Maintained
684	Park National Corp Newark, Ohio	$764K	+$32.3K	1	0.05%	Increased
685	QS Investors New York	$754K	$0	1	0.02%	Maintained
686	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$751K	+$486K	1	0.08%	Increased
687	WC Wexford Capital West Palm Beach, Florida	$751K	+$737K	1	0.06%	New
688	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$750K	$0	1	0.07%	Maintained
689	Dodge & Cox San Francisco, California	$744K	-$276K	1	0%	Reduced
690	BAM Brave Asset Management Summit, New Jersey	$743K	-$20.4K	2	0.59%	Reduced
691	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$741K	-$26.9K	2	0.25%	Reduced
692	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$730K	-$230K	1	0.11%	Reduced
693	SCP Sandhill Capital Partners Buffalo, New York	$729K	+$46.8K	1	0.28%	Increased
694	Virginia Retirement Systems Richmond, Virginia	$723K	+$265K	1	0.01%	Increased
695	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$717K	-$528K	1	0.05%	Reduced
696	TFF Timothy F. Fidgeon	$707K	$0	1	0.34%	Maintained
697	AP Advisor Partners Walnut Creek, California	$696K	+$23.9K	2	0.38%	Increased
698	Mackenzie Financial Toronto Ontario, Ontario, Canada	$692K	+$211K	1	0%	Increased
699	DIA Dean Investment Associates Beavercreek, Ohio	$690K	-$422K	1	0.17%	Reduced
700	M&T Bank Buffalo, New York	$684K	-$43.6K	2	0.03%	Reduced