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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	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$531K	-$86.5K	1	0.04%	Reduced
727	Brown Brothers Harriman & Co New York	$531K	-$118K	1	0%	Reduced
728	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$530K	-$3.7M	1	0.12%	Reduced
729	CAS Cue Advisory Services Phoenix, Arizona	$529K	+$513K	1	0.56%	New
730	FPFS First Personal Financial Services Charlotte, North Carolina	$527K	+$539K	1	0.31%	New
731	Verition Fund Management Greenwich, Connecticut	$526K	-$282K	1	0.12%	Reduced
732	TAM Third Avenue Management New York	$523K	+$474K	1	0.01%	New
733	NGA Naples Global Advisors Naples, Florida	$517K	+$7.91K	1	0.27%	Increased
734	FIM Fruth Investment Management Houston, Texas	$514K	+$35.5K	1	0.22%	Increased
735	BAM Brave Asset Management Summit, New Jersey	$505K	-$32.5K	2	0.36%	Reduced
736	WP WMS Partners Towson, Maryland	$501K	+$486K	1	0.08%	New
737	Jacobs Levy Equity Management Florham Park, New Jersey	$498K	+$244K	1	0.01%	Increased
738	AI ArchPoint Investors Coral Gables, Florida	$495K	+$226K	1	0.37%	Increased
739	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$494K	+$184K	1	0.17%	Increased
740	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$482K	-$346K	1	0.08%	Reduced
741	FTC Farmers Trust Company Youngstown, Ohio	$481K	-$2.85M	1	0.16%	Reduced
742	Congress Asset Management Boston, Massachusetts	$478K	-$16.5K	1	0.01%	Reduced
743	DAM Delta Asset Management Memphis, Tennessee	$472K	+$5.27K	1	0.09%	Increased
744	CTA Colonial Trust Advisors Spartanburg, South Carolina	$471K	-$125K	1	0.18%	Reduced
745	Eastern Bank Boston, Massachusetts	$471K	-$12.6M	1	0.04%	Reduced
746	HIC Holderness Investments Company Greensboro, North Carolina	$470K	+$456K	1	0.48%	New
747	AF Aldebaran Financial	$469K	-$16.5K	1	0.41%	Reduced
748	ETrade Capital Management Arlington, Virginia	$466K	+$97.6K	1	0.03%	Increased
749	FNB First Niagara Bank Lockport, New York	$466K	-$4.22K	1	0.1%	Reduced
750	AWA ARS Wealth Advisors St. Petersburg, Florida	$465K	+$5.34K	1	0.2%	Increased