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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
726	Johnson Investment Counsel Cincinnati, Ohio	$387K	+$396K	1	0.02%	New
727	P Pitcairn Conshohocken, Pennsylvania	$377K	+$362K	1	0.05%	New
728	Mackenzie Financial Toronto Ontario, Ontario, Canada	$375K	+$359K	1	0%	New
729	GLI Guardian Life Insurance New York	$373K	+$357K	1	0.03%	New
730	FIM Frontier Investment Management Dallas, Texas	$369K	+$353K	1	0.07%	New
731	HT HighTower Trust Houston, Texas	$366K	+$374K	1	0.06%	New
732	CA Callahan Advisors Houston, Texas	$365K	+$349K	1	0.15%	New
733	TIM Telemus Investment Management Southfield, Michigan	$362K	+$347K	1	0.17%	New
734	1GA 1st Global Advisors Dallas, Texas	$358K	+$343K	1	0.08%	New
735	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$357K	+$342K	1	0.14%	New
736	CWA Constellation Wealth Advisors New York	$356K	+$341K	1	0.04%	New
737	BC Banced Corp Edwardsville, Illinois	$352K	+$337K	1	0.36%	New
738	NG NatWest Group Edinburgh, Scotland, United Kingdom	$348K	+$334K	2	0%	New
739	HH Hilltop Holdings Dallas, Texas	$342K	+$328K	1	0.23%	New
740	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$342K	+$328K	1	0.18%	New
741	TFA Transamerica Financial Advisors St. Petersburg, Florida	$337K	+$322K	2	0.06%	New
742	WI Wedgewood Investors Erie, Pennsylvania	$337K	+$322K	1	0.43%	New
743	AP Advisor Partners Walnut Creek, California	$336K	+$322K	1	0.28%	New
744	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$333K	+$320K	1	0.1%	New
745	FTC Farmers Trust Company Youngstown, Ohio	$332K	+$318K	1	0.13%	New
746	BBI Baxter Bros Inc Riverside, Connecticut	$327K	+$314K	1	0.2%	New
747	SA Strategic Advisors New York	$327K	+$332K	1	0.29%	New
748	MCM Manchester Capital Management Manchester, Vermont	$325K	+$311K	1	0.06%	New
749	AHC Adell Harriman & Carpenter Houston, Texas	$323K	+$309K	1	0.12%	New
750	IT Independence Trust Franklin, Tennessee	$321K	+$328K	1	0.23%	New