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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
701	CS Credential Securities Vancouver,	$684K	+$671K	1	0.51%	New
702	HT HighTower Trust Houston, Texas	$679K	-$584K	1	0.09%	Reduced
703	CI Constellation Investments Montgomery, Ohio	$671K	+$14.7K	1	0.16%	Increased
704	WFM Wilmington Funds Management Wilmington, Delaware	$671K	$0	1	0.07%	Maintained
705	GCIA Gabelli & Co Investment Advisers Rye, New York	$661K	$0	1	0.18%	Maintained
706	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$657K	-$12.7K	2	0.19%	Reduced
707	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$655K	+$432K	1	0.36%	New
708	YP Yellowstone Partners Idaho Falls, Idaho	$655K	-$13.4K	1	0.41%	Reduced
709	Busey Bank Urbana, Illinois	$649K	+$3.24K	1	0.1%	Increased
710	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$638K	+$66K	2	0%	Increased
711	DAM Deltec Asset Management New York	$632K	$0	1	0.14%	Maintained
712	WTB Washington Trust Bank Spokane, Washington	$627K	+$565K	2	0.13%	Increased
713	DP Dearborn Partners Chicago, Illinois	$620K	-$52.8K	1	0.07%	Reduced
714	EFS Essex Financial Services Essex, Connecticut	$605K	-$55K	1	0.2%	Reduced
715	FM Foster & Motley Cincinnati, Ohio	$605K	-$30.6K	1	0.15%	Reduced
716	IIC Ironwood Investment Counsel Scottsdale, Arizona	$601K	$0	1	0.33%	Maintained
717	SAM Shell Asset Management The Hague, Netherlands	$600K	+$639K	1	0.01%	New
718	QS Batterymarch Financial Management New York	$599K	-$34.7K	1	0.01%	Reduced
719	Peconic Partners New York	$598K	+$596K	1	0.06%	New
720	QIM Quantitative Investment Management Charlottesville, Virginia	$592K	-$4.53M	2	0.03%	Reduced
721	CAM Cortina Asset Management Milwaukee, Wisconsin	$590K	+$184K	1	0.02%	Increased
722	AF Aldebaran Financial	$586K	-$92.1K	1	0.51%	Reduced
723	South Texas Money Management San Antonio, Texas	$582K	+$3.83K	1	0.04%	Increased
724	Tower Research Capital (TRC) New York	$581K	-$320K	6	0.07%	Reduced
725	Barings Charlotte, North Carolina	$573K	$0	1	0.02%	Maintained