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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	ANI American National Insurance Galveston, Texas	$815K	$0	1	0.04%	Maintained
702	O'Shaughnessy Asset Management Stamford, Connecticut	$811K	+$125K	1	0.02%	Increased
703	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$805K	-$133K	1	0.16%	Reduced
704	AF Ally Financial Detroit, Michigan	$799K	$0	1	0.12%	Maintained
705	SWP Strategic Wealth Partners Independence, Ohio	$799K	+$821K	2	0.41%	New
706	WIS Wright Investors Service Shelton, Connecticut	$789K	+$237K	1	0.27%	Increased
707	EMG Ellington Management Group Old Greenwich, Connecticut	$783K	+$804K	1	0.06%	New
708	IRF IBM Retirement Fund Armonk, New York	$776K	-$117K	1	0.14%	Reduced
709	EWM Evermay Wealth Management Arlington, Virginia	$773K	+$402K	1	0.27%	Increased
710	Quantbot Technologies New York	$771K	-$6.38M	1	0.07%	Reduced
711	SCI S&CO Inc Boston, Massachusetts	$770K	$0	2	0.1%	Maintained
712	IFWM Institute for Wealth Management Denver, Colorado	$767K	+$832K	1	0.23%	New
713	Walleye Trading New York	$765K	-$3.49M	1	0%	Reduced
714	DJSG D.J. St. Germain Springfield, Massachusetts	$763K	+$783K	1	0.1%	New
715	SC Searle & Co Greenwich, Connecticut	$755K	$0	1	0.49%	Maintained
716	Lido Advisors Los Angeles, California	$747K	+$278K	1	0.1%	Increased
717	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$745K	+$5.82K	1	0.34%	Increased
718	SWM SeaCrest Wealth Management Purchase, New York	$744K	-$25.2K	4	0.14%	Reduced
719	AIM Allen Investment Management New York	$743K	-$492	2	0.03%	Reduced
720	Glenview Trust Louisville, Kentucky	$741K	-$30K	1	0.05%	Reduced
721	APA American Portfolios Advisors Holbrook, New York	$735K	+$128K	3	0.11%	Increased
722	ECM Everence Capital Management Goshen, Indiana	$731K	$0	1	0.16%	Maintained
723	HCM Horrell Capital Management Little Rock, Arkansas	$730K	+$19.7K	2	0.38%	Increased
724	IFP Advisors Tampa, Florida	$725K	$0	4	0.03%	Maintained
725	AHC Anderson Hoagland & Co St Louis, Missouri	$723K	$0	1	0.42%	Maintained