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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	Greenleaf Trust Kalamazoo, Michigan	$921K	+$69.2K	2	0.02%	Increased
677	SIC SFE Investment Counsel Los Angeles, California	$918K	+$56K	1	0.37%	Increased
678	DC Diametric Capital Boston, Massachusetts	$917K	+$902K	1	0.56%	New
679	VFA Voya Financial Advisors Windsor, Connecticut	$909K	+$27.9K	2	0.06%	Increased
680	CIBC World Market Toronto, Ontario, Canada	$903K	+$156K	2	0%	Increased
681	Clifford Swan Investment Counsel Pasadena, California	$889K	-$3.89K	1	0.05%	Reduced
682	IB Intrust Bank Wichita, Kansas	$889K	-$30.2K	1	0.26%	Reduced
683	Capstone Investment Advisors New York	$885K	+$871K	1	0.03%	New
684	GVT Genesee Valley Trust Pittsford, New York	$877K	+$114K	1	0.37%	Increased
685	Wolverine Asset Management Chicago, Illinois	$861K	+$211K	1	0.01%	Increased
686	IH IFC Holdings Tampa, Florida	$856K	-$12.9K	1	0.06%	Reduced
687	Arax Advisory Partners Denver, Colorado	$855K	+$466	1	0.37%	Increased
688	PG Patten Group Chattanooga, Tennessee	$854K	$0	1	0.34%	Maintained
689	Wealthspire Advisors (Maryland) Potomac, Maryland	$847K	-$113K	4	0.08%	Reduced
690	LSV Asset Management Chicago, Illinois	$837K	+$77.7K	1	0%	Increased
691	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$836K	+$470K	1	0.37%	Increased
692	SMC Smith, Moore & Co Clayton, Missouri	$836K	+$160K	2	0.23%	Increased
693	WIA Wealthstreet Investment Advisors Dallas, Texas	$830K	+$816K	1	0.1%	New
694	FIM Fruth Investment Management Houston, Texas	$829K	$0	1	0.35%	Maintained
695	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$828K	-$2.98M	1	0.01%	Reduced
696	VCM Virtue Capital Management Brentwood, Tennessee	$827K	+$813K	2	0.47%	New
697	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$825K	+$21.8K	1	0.15%	Increased
698	DZ Bank Frankfurt Am Main, Germany	$822K	+$233K	1	0%	Increased
699	Prudential plc London, England, United Kingdom	$819K	$0	1	0%	Maintained
700	AHC Anderson Hoagland & Co St Louis, Missouri	$817K	$0	1	0.48%	Maintained