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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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$670K	$0	1	0.06%	Maintained
702	SCP Sandhill Capital Partners Buffalo, New York	$669K	+$19.2K	1	0.24%	Increased
703	FCM Firsthand Capital Management San Jose, California	$668K	-$484K	1	0.31%	Reduced
704	Busey Bank Urbana, Illinois	$666K	$0	1	0.1%	Maintained
705	M&T Bank Buffalo, New York	$664K	-$32.4K	2	0.03%	Reduced
706	CTA Colonial Trust Advisors Spartanburg, South Carolina	$658K	+$633K	1	0.2%	New
707	TFF Timothy F. Fidgeon	$654K	+$24.2K	1	0.3%	Increased
708	CAM Cortina Asset Management Milwaukee, Wisconsin	$652K	+$54.7K	1	0.02%	Increased
709	FMT First Mercantile Trust Cordova, Tennessee	$652K	-$364K	1	0.05%	Reduced
710	AFG Albion Financial Group Salt Lake City, Utah	$641K	+$301K	1	0.11%	Increased
711	DP Dearborn Partners Chicago, Illinois	$630K	-$6.98K	1	0.06%	Reduced
712	Nomura Holdings Tokyo, Japan	$627K	-$7.16M	3	0%	Reduced
713	MIU Man Investments (UK) London, United Kingdom	$626K	-$684K	1	0.05%	Reduced
714	Shelton Capital Management Denver, Colorado	$624K	+$119K	2	0.09%	Increased
715	EFS Essex Financial Services Essex, Connecticut	$621K	+$223	1	0.19%	Increased
716	Jacobs Levy Equity Management Florham Park, New Jersey	$621K	-$1.18M	1	0.01%	Reduced
717	IIC Ironwood Investment Counsel Scottsdale, Arizona	$617K	$0	1	0.32%	Maintained
718	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$615K	-$143K	1	0.2%	Reduced
719	MCM Manchester Capital Management Manchester, Vermont	$613K	+$259K	2	0.08%	Increased
720	WTB Washington Trust Bank Spokane, Washington	$606K	-$21.4K	2	0.12%	Reduced
721	SGAM Steinberg Global Asset Management Boca Raton, Florida	$601K	+$47.1K	1	0.14%	Increased
722	South Texas Money Management San Antonio, Texas	$600K	+$1.48K	1	0.04%	Increased
723	HBK Investments Dallas, Texas	$596K	+$627K	1	0.01%	New
724	OIM Opus Investment Management Worcester, Massachusetts	$594K	+$571K	1	0.12%	New
725	Barings Charlotte, North Carolina	$589K	$0	1	0.02%	Maintained