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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	SIA SeaBridge Investment Advisors Summit, New Jersey	$469K	$0	1	0.12%	Maintained
702	HIC Holderness Investments Company Greensboro, North Carolina	$462K	$0	1	0.46%	Maintained
703	NL NWAM LLC Mercer Island, Washington	$458K	-$24.8K	1	0.03%	Reduced
704	SI SII Investments Appleton, Wisconsin	$456K	-$14.3K	1	0.03%	Reduced
705	WIA Westbourne Investment Advisors Annapolis, Maryland	$456K	-$90.5K	1	0.4%	Reduced
706	AHC Anderson Hoagland & Co St Louis, Missouri	$452K	$0	1	0.26%	Maintained
707	AP Advisor Partners Walnut Creek, California	$450K	+$36.1K	1	0.15%	Increased
708	Element Capital Management New York	$449K	+$171K	1	0.08%	Increased
709	P Pitcairn Conshohocken, Pennsylvania	$449K	-$590K	1	0.06%	Reduced
710	NB Nicolet Bankshares Green Bay, Wisconsin	$442K	+$33.3K	1	0.26%	Increased
711	FineMark National Bank & Trust Fort Myers, Florida	$439K	-$74K	2	0.05%	Reduced
712	Wealthfront Palo Alto, California	$438K	+$47.5K	1	0.01%	Increased
713	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$428K	-$30.7K	1	0.21%	Reduced
714	DP Dearborn Partners Chicago, Illinois	$418K	+$6.47K	1	0.04%	Increased
715	WBG Wharton Business Group Malvern, Pennsylvania	$417K	+$410K	1	0.05%	New
716	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$413K	+$9.05K	2	0.06%	Increased
717	Seizert Capital Partners Birmingham, Michigan	$413K	+$77.4K	1	0.02%	Increased
718	EFS Essex Financial Services Essex, Connecticut	$412K	-$15.8K	1	0.1%	Reduced
719	CA Cambridge Advisors Omaha, Nebraska	$411K	+$3.22K	1	0.18%	Increased
720	Shinko Asset Management Company Tokyo, Japan	$410K	-$17.1K	1	0%	Reduced
721	GCA Gideon Capital Advisors New York	$403K	+$397K	1	0.24%	New
722	Douglass Winthrop Advisors New York	$401K	+$395K	1	0.03%	New
723	FIM Frontier Investment Management Dallas, Texas	$397K	-$1.55K	1	0.04%	Reduced
724	RU RobecoSam USA New York	$394K	-$233K	1	0.47%	Reduced
725	SCI S&CO Inc Boston, Massachusetts	$394K	$0	1	0.06%	Maintained