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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	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$529K	+$11K	1	0.11%	Increased
677	Sageworth Trust Lancaster, Pennsylvania	$528K	+$23.5K	1	0.13%	Increased
678	Salem Investment Counselors Winston Salem, North Carolina	$526K	+$118K	1	0.07%	Increased
679	RIM Regent Investment Management Louisville, Kentucky	$518K	-$386K	1	0.29%	Reduced
680	Westwood Holdings Group Dallas, Texas	$508K	$0	1	0%	Maintained
681	Eventide Asset Management Boston, Massachusetts	$506K	+$137K	2	0.03%	Increased
682	JT Jump Trading Chicago, Illinois	$497K	+$438K	1	0.02%	New
683	GCA Gideon Capital Advisors New York	$496K	-$1.24M	1	0.62%	Reduced
684	GCIA Gabelli & Co Investment Advisers Rye, New York	$494K	$0	1	0.06%	Maintained
685	Edmond de Rothschild Holding Chambesy, Switzerland	$491K	+$1.88K	2	0.02%	Increased
686	Tocqueville Asset Management New York	$491K	-$13.8K	1	0.01%	Reduced
687	CK Cohen Klingenstein New York	$486K	$0	1	0.09%	Maintained
688	WFG Windsor Financial Group Minneapolis, Minnesota	$486K	$0	1	0.22%	Maintained
689	FIM Fruth Investment Management Houston, Texas	$480K	$0	1	0.24%	Maintained
690	BFIM Beese Fulmer Investment Management Canton, Ohio	$479K	+$13.8K	1	0.14%	Increased
691	NFG Next Financial Group Houston, Texas	$475K	-$10.9K	3	0.17%	Reduced
692	Loews Corp New York	$474K	$0	1	0%	Maintained
693	WP WMS Partners Towson, Maryland	$471K	$0	1	0.07%	Maintained
694	NL NWAM LLC Mercer Island, Washington	$469K	-$42.5K	1	0.19%	Reduced
695	SCA Secor Capital Advisors New York	$469K	+$154K	2	0.06%	Increased
696	Virginia Retirement System Richmond, Virginia	$469K	+$415K	1	0.01%	New
697	NAM North American Management Boston, Massachusetts	$468K	$0	1	0.08%	Maintained
698	GVT Genesee Valley Trust Pittsford, New York	$465K	+$162K	1	0.31%	Increased
699	HHC Hutchin Hill Capital New York	$465K	-$3.73M	1	0.01%	Reduced
700	Annex Advisory Services Brookfield, Wisconsin	$464K	-$63.6K	1	0.13%	Reduced