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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	RBA Richard Bernstein Advisors New York	$453K	$0	1	0.13%	Maintained
727	BAS Brown Advisory Securities Baltimore, Maryland	$448K	+$1.14K	1	0.2%	Increased
728	FC Fayerweather Charles	$447K	$0	1	1.8%	Maintained
729	CWA Constellation Wealth Advisors New York	$441K	+$67.2K	1	0.05%	Increased
730	DWA Dorsey Wright & Associates Pasadena, California	$441K	-$873	1	0.06%	Reduced
731	RT Rockland Trust Hanover, Massachusetts	$440K	+$7.39K	1	0.12%	Increased
732	KA Kovack Advisors Ft. Lauderdale, Florida	$436K	+$1.95K	1	2.24%	Increased
733	RIL Rothschild Investment LLC Chicago, Illinois	$436K	-$8.39K	1	0.06%	Reduced
734	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$434K	$0	1	0.13%	Maintained
735	AR Advisory Research Chicago, Illinois	$433K	+$1.34K	1	0%	Increased
736	YIA YHB Investment Advisors West Hartford, Connecticut	$423K	-$787K	1	0.13%	Reduced
737	Johnson Investment Counsel Cincinnati, Ohio	$422K	$0	1	0.02%	Maintained
738	BIG Blackthorn Investment Group Overland Park, Kansas	$421K	+$406K	2	0.15%	New
739	FBC Fairfield, Bush & Co Darien, Connecticut	$416K	-$121K	1	0.13%	Reduced
740	Salem Investment Counselors Winston Salem, North Carolina	$413K	$0	1	0.06%	Maintained
741	COI Connable Office Inc Kalamazoo, Michigan	$404K	+$67.2K	1	0.11%	Increased
742	Bank of Nova Scotia Toronto, Ontario, Canada	$403K	-$84.6K	1	0%	Reduced
743	LC Lubar & Co Milwaukee, Wisconsin	$397K	+$150K	1	0.37%	Increased
744	MSI Financial Services Springfield, Massachusetts	$395K	+$179K	3	0.07%	Increased
745	Gotham Asset Management New York	$393K	+$348K	1	0.01%	New
746	GLI Guardian Life Insurance New York	$392K	+$1.61K	1	0.03%	Increased
747	Mackenzie Financial Toronto Ontario, Ontario, Canada	$392K	$0	1	0%	Maintained
748	Bailard Foster City, California	$391K	+$382K	1	0.07%	New
749	HH Hilltop Holdings Dallas, Texas	$390K	+$30.5K	1	0.23%	Increased
750	Loews Corp New York	$389K	+$380K	1	0%	New