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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	PAM PartnerRe Asset Management Greenwich, Connecticut	$552K	-$101K	1	0.11%	Reduced
702	Busey Bank Urbana, Illinois	$547K	$0	1	0.08%	Maintained
703	Advisory Services Network Atlanta, Georgia	$544K	-$12.6K	1	0.2%	Reduced
704	ArrowMark Colorado Holdings Denver, Colorado	$541K	-$156K	1	0.01%	Reduced
705	Manchester Capital Management Manchester, Vermont	$538K	+$8.28K	2	0.07%	Increased
706	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$537K	+$183K	1	0.28%	Increased
707	First Mercantile Trust Cordova, Tennessee	$535K	$0	1	0.04%	Maintained
708	BBI Baxter Bros Inc Riverside, Connecticut	$530K	+$129K	1	0.21%	Increased
709	GVT Genesee Valley Trust Pittsford, New York	$520K	+$220K	1	0.32%	Increased
710	Rockland Trust Hanover, Massachusetts	$511K	+$41.5K	1	0.11%	Increased
711	Bank of Nova Scotia Toronto, Ontario, Canada	$510K	+$39.1K	1	0%	Increased
712	Ironwood Investment Counsel Scottsdale, Arizona	$507K	$0	1	0.27%	Maintained
713	WealthTrust Fairport Cleveland, Ohio	$507K	+$66.3K	1	0.08%	Increased
714	Bank of Hawaii Honolulu, Hawaii	$506K	+$567K	1	0.05%	New
715	Gabelli & Co Investment Advisers Rye, New York	$501K	-$63.8K	1	0.08%	Reduced
716	CIBC Bank USA Chicago, Illinois	$499K	-$62.4K	1	0.1%	Reduced
717	Clark Capital Management Group Philadelphia, Pennsylvania	$497K	-$3.09M	2	0.04%	Reduced
718	Barings Charlotte, North Carolina	$496K	+$14.2K	1	0.01%	Increased
719	Quantitative Investment Management Charlottesville, Virginia	$494K	-$2.37M	1	0.1%	Reduced
720	South Texas Money Management San Antonio, Texas	$490K	-$2.48K	1	0.03%	Reduced
721	SSI Investment Management Los Angeles, California	$488K	+$16.7K	1	0.05%	Increased
722	Washington Trust Bank Spokane, Washington	$481K	-$36.1K	2	0.15%	Reduced
723	Aviance Capital Partners Naples, Florida	$475K	+$75.5K	1	0.18%	Increased
724	Naples Global Advisors Naples, Florida	$474K	+$37.9K	1	0.28%	Increased
725	NIM NuWave Investment Management Parsippany, New Jersey	$474K	+$470K	1	1.36%	Increased