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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	TFF Timothy F. Fidgeon	$634K	-$2.29K	1	0.3%	Reduced
677	Park National Corp Newark, Ohio	$631K	+$26.8K	1	0.05%	Increased
678	Shinko Asset Management Company Tokyo, Japan	$628K	-$14.2K	1	0.01%	Reduced
679	CC ClearArc Capital Cincinnati, Ohio	$622K	-$1.34M	1	0.14%	Reduced
680	Jacobs Levy Equity Management Florham Park, New Jersey	$621K	+$102K	1	0.01%	Increased
681	Virginia Retirement Systems Richmond, Virginia	$621K	+$8.3K	1	0.01%	Increased
682	IB Intrust Bank Wichita, Kansas	$612K	+$684K	1	0.24%	New
683	LIA LS Investment Advisors Bloomfield Hills, Michigan	$612K	-$2.77K	2	0.05%	Reduced
684	NA Navellier & Associates Reno, Nevada	$610K	+$368K	1	0.03%	Increased
685	Brown Brothers Harriman & Co New York	$608K	+$235K	1	0%	Increased
686	HHC Hutchin Hill Capital New York	$608K	-$702K	1	0.02%	Reduced
687	WPP Whalerock Point Partners Providence, Rhode Island	$608K	-$67.9K	1	0.27%	Reduced
688	NAM North American Management Boston, Massachusetts	$607K	$0	1	0.09%	Maintained
689	SWK Stephen W. Kidder	$603K	-$1.03M	1	0.27%	Reduced
690	CC Cipher Capital New York	$598K	+$669K	1	0.15%	New
691	IIM Ipswich Investment Management Beverly, Massachusetts	$586K	-$762K	1	0.25%	Reduced
692	CI Constellation Investments Montgomery, Ohio	$585K	+$7.09K	1	0.13%	Increased
693	TI Turner Investments Berwyn, Pennsylvania	$582K	-$1.85M	2	0.03%	Reduced
694	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$570K	+$72.7K	1	0.19%	Increased
695	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$569K	-$592K	1	0%	Reduced
696	BAM Brave Asset Management Summit, New Jersey	$567K	$0	2	0.42%	Maintained
697	RBA Richard Bernstein Advisors New York	$565K	$0	1	0.06%	Maintained
698	SGAM Steinberg Global Asset Management Boca Raton, Florida	$563K	+$77.7K	1	0.13%	Increased
699	CTA Colonial Trust Advisors Spartanburg, South Carolina	$559K	+$21.3K	1	0.17%	Increased
700	IPC Independent Portfolio Consultants Boca Raton, Florida	$557K	-$654K	1	0.15%	Reduced