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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	Heritage Investors Management Corp Bethesda, Maryland	$569K	-$3.46K	1	0.05%	Reduced
727	SIM SSI Investment Management Los Angeles, California	$569K	-$875K	1	0.06%	Reduced
728	SCA Secor Capital Advisors New York	$568K	-$1.27M	1	0.28%	Reduced
729	AWA ARS Wealth Advisors St. Petersburg, Florida	$550K	+$147	1	0.33%	Increased
730	RT Rockland Trust Hanover, Massachusetts	$550K	+$9.21K	1	0.13%	Increased
731	ZCM Zebra Capital Management Stamford, Connecticut	$546K	+$224K	1	0.23%	Increased
732	SGAM Steinberg Global Asset Management Boca Raton, Florida	$537K	+$30.6K	1	0.13%	Increased
733	Shelton Capital Management Denver, Colorado	$533K	+$267K	2	0.08%	Increased
734	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$531K	$0	1	0.36%	Maintained
735	Crawford Investment Counsel Atlanta, Georgia	$530K	-$19.9K	1	0.02%	Reduced
736	LWI Long Wharf Investors Boston, Massachusetts	$530K	-$46.6K	1	0.45%	Reduced
737	TFA Transamerica Financial Advisors St. Petersburg, Florida	$529K	+$15K	2	0.05%	Increased
738	Brown Brothers Harriman & Co New York	$520K	-$2.16M	1	0%	Reduced
739	CT Cambridge Trust Cambridge, Massachusetts	$520K	-$221	1	0.05%	Reduced
740	AHC Anderson Hoagland & Co St Louis, Missouri	$518K	$0	1	0.34%	Maintained
741	TF Trutina Financial Bellevue, Washington	$515K	-$20.4K	1	0.38%	Reduced
742	FIM Fruth Investment Management Houston, Texas	$507K	-$5.67K	1	0.24%	Reduced
743	FC Fayerweather Charles	$504K	$0	1	1.75%	Maintained
744	BAS Brown Advisory Securities Baltimore, Maryland	$503K	+$14.2K	1	0.2%	Increased
745	CCM CrestPoint Capital Management Four Seasons, Missouri	$500K	-$2.95K	1	0.31%	Reduced
746	Evercore Wealth Management New York	$495K	+$26.1K	2	0.03%	Increased
747	ABP Arthur B. Page	$491K	-$89K	1	0.47%	Reduced
748	HH Hilltop Holdings Dallas, Texas	$486K	+$49.3K	1	0.24%	Increased
749	Atria Investments Charlotte, North Carolina	$485K	+$59K	1	0.05%	Increased
750	GGPS Gary Goldberg Planning Services Suffern, New York	$476K	+$167K	1	0.23%	Increased