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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	MAM Meeder Asset Management Dublin, Ohio	$693K	-$4.67M	2	0.08%	Reduced
677	GP GLG Partners London, United Kingdom	$692K	+$680K	1	0.04%	New
678	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$685K	-$106K	1	0.45%	Reduced
679	ZWJ Investment Counsel Atlanta, Georgia	$684K	-$154K	2	0.05%	Reduced
680	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$683K	+$45.3K	1	0.11%	Increased
681	FG Fiduciary Group Savannah, Georgia	$680K	-$69.5K	1	0.15%	Reduced
682	TAM Tyers Asset Management Austin, Texas	$677K	+$10.7K	2	0.02%	Increased
683	Independent Advisor Alliance Charlotte, North Carolina	$676K	-$622K	1	0.19%	Reduced
684	DAC Dividend Assets Capital Ridgeland, South Carolina	$675K	+$652K	1	0.03%	New
685	VWM Valley Wealth Managers Paramus, New Jersey	$675K	-$10.9K	1	0.08%	Reduced
686	FBC Fairfield, Bush & Co Darien, Connecticut	$670K	$0	1	0.21%	Maintained
687	AAM American Asset Management Boca Raton, Florida	$668K	+$377	1	0.41%	Increased
688	NRS Neville Rodie & Shaw New York	$666K	$0	1	0.07%	Maintained
689	Livforsakringsbolaget Skandia Stockholm, Sweden	$663K	$0	1	0.06%	Maintained
690	GIM Guardian Investment Management Tiburon, California	$661K	-$35.9K	1	0.73%	Reduced
691	Salem Investment Counselors Winston Salem, North Carolina	$660K	-$1.66K	2	0.08%	Reduced
692	Azimuth Capital Management Bloomfield Hills, Michigan	$657K	+$1.21K	1	0.05%	Increased
693	CCA Cobblestone Capital Advisors Rochester, New York	$656K	-$19.6K	1	0.08%	Reduced
694	FMT First Mercantile Trust Cordova, Tennessee	$653K	$0	1	0.12%	Maintained
695	Simplicity Solutions Minneapolis, Minnesota	$653K	-$994K	2	0.44%	Reduced
696	FCAG First Capital Advisors Group Little Silver, New Jersey	$650K	-$68.5K	1	0.45%	Reduced
697	SMC Smith, Moore & Co Clayton, Missouri	$649K	$0	1	0.18%	Maintained
698	Busey Bank Urbana, Illinois	$639K	$0	1	0.08%	Maintained
699	Cookson Peirce & Co Pittsburgh, Pennsylvania	$626K	+$615K	1	0.06%	New
700	Brinker Capital Berwyn, Pennsylvania	$623K	-$1.36M	1	0.03%	Reduced