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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	CONA Capital One National Association New York	$589K	+$31.9K	1	0.05%	Increased
702	CAS Cue Advisory Services Phoenix, Arizona	$587K	+$58.1K	1	0.55%	Increased
703	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$585K	-$429K	1	0.04%	Reduced
704	ZCM Zebra Capital Management Stamford, Connecticut	$585K	-$447K	1	0.34%	Reduced
705	Busey Bank Urbana, Illinois	$583K	$0	1	0.08%	Maintained
706	NME Notis-McConarty Edward	$578K	-$121K	2	0.39%	Reduced
707	IIC Ironwood Investment Counsel Scottsdale, Arizona	$574K	$0	1	0.29%	Maintained
708	NGA Naples Global Advisors Naples, Florida	$574K	$0	1	0.28%	Maintained
709	BlueCrest Capital Management St Helier, Jersey	$571K	+$42.8K	1	0.02%	Increased
710	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$569K	+$24.4K	1	0.12%	Increased
711	PAM PartnerRe Asset Management Greenwich, Connecticut	$569K	-$114K	1	0.11%	Reduced
712	Bank of Nova Scotia Toronto, Ontario, Canada	$568K	+$23.8K	1	0%	Increased
713	WFG Windsor Financial Group Minneapolis, Minnesota	$566K	$0	1	0.24%	Maintained
714	QS Investors New York	$560K	-$106K	1	0.01%	Reduced
715	TFF Timothy F. Fidgeon	$549K	-$13.2K	1	0.24%	Reduced
716	BFA Benedict Financial Advisors Atlanta, Georgia	$548K	-$112K	1	0.36%	Reduced
717	HCM Horrell Capital Management Little Rock, Arkansas	$548K	-$117K	1	0.33%	Reduced
718	BT Beacon Trust Morristown, New Jersey	$542K	-$29.6K	1	0.09%	Reduced
719	HIC Holderness Investments Company Greensboro, North Carolina	$542K	-$6.35K	1	0.55%	Reduced
720	Sageworth Trust Lancaster, Pennsylvania	$541K	$0	1	0.17%	Maintained
721	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$540K	-$6.45M	1	0.12%	Reduced
722	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$530K	-$63.5K	1	0.22%	Reduced
723	Fort Washington Investment Advisors Cincinnati, Ohio	$526K	-$14.1K	1	0.01%	Reduced
724	AP Advisor Partners Walnut Creek, California	$517K	+$85.7K	1	0.2%	Increased
725	DTL Dynamic Technology Lab Singapore	$515K	+$538K	1	0.18%	New