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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	WA Winfield Associates Cleveland, Ohio	$599K	-$92.3K	1	0.44%	Reduced
702	RBA Richard Bernstein Advisors New York	$589K	$0	1	0.06%	Maintained
703	Busey Bank Urbana, Illinois	$587K	$0	1	0.08%	Maintained
704	RT Rockland Trust Hanover, Massachusetts	$582K	+$32.6K	1	0.12%	Increased
705	Allstate Corporation Northbrook, Illinois	$580K	-$22.6M	1	0.04%	Reduced
706	Heritage Investors Management Corp Bethesda, Maryland	$579K	+$87.6K	1	0.05%	Increased
707	Clark Capital Management Group Philadelphia, Pennsylvania	$575K	+$64.1K	1	0.05%	Increased
708	SCP Sandhill Capital Partners Buffalo, New York	$575K	-$128K	1	0.2%	Reduced
709	TFF Timothy F. Fidgeon	$575K	-$24.9K	1	0.26%	Reduced
710	NA Navellier & Associates Reno, Nevada	$574K	-$1.75K	1	0.03%	Reduced
711	Shinko Asset Management Company Tokyo, Japan	$571K	-$98.9K	1	0%	Reduced
712	GVT Genesee Valley Trust Pittsford, New York	$570K	+$11.9K	1	0.36%	Increased
713	AFG Albion Financial Group Salt Lake City, Utah	$565K	-$253K	1	0.1%	Reduced
714	Epoch Investment Partners New York	$563K	+$196K	1	0%	Increased
715	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$563K	+$3.05K	1	0.24%	Increased
716	IP Isthmus Partners Madison, Wisconsin	$557K	+$506K	1	0.19%	New
717	Bank of Nova Scotia Toronto, Ontario, Canada	$550K	+$3.3K	1	0%	Increased
718	IIC Ironwood Investment Counsel Scottsdale, Arizona	$550K	+$6.59K	1	0.28%	Increased
719	MBE Michael B. Elefante	$548K	-$1.4M	1	0.6%	Reduced
720	GCIA Gabelli & Co Investment Advisers Rye, New York	$537K	$0	1	0.08%	Maintained
721	WF WealthTrust Fairport Cleveland, Ohio	$536K	-$6.59K	1	0.08%	Reduced
722	FWM Frontier Wealth Management Kansas City, Missouri	$535K	+$519K	1	0.1%	New
723	WTB Washington Trust Bank Spokane, Washington	$533K	+$30.1K	2	0.14%	Increased
724	Barings Charlotte, North Carolina	$532K	$0	1	0.01%	Maintained
725	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$532K	-$94.1K	2	0.23%	Reduced