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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	Azimuth Capital Management Bloomfield Hills, Michigan	$721K	+$46.8K	1	0.05%	Increased
727	Busey Bank Urbana, Illinois	$721K	+$57.9K	1	0.08%	Increased
728	GBT Grove Bank & Trust Miami, Florida	$720K	-$6.2K	1	0.32%	Reduced
729	ACM Alethea Capital Management Mercer Island, Washington	$719K	$0	1	0.98%	Maintained
730	Moneta Group Investment Advisors St Louis, Missouri	$719K	+$167K	1	0.1%	Increased
731	SA Strategic Advisors New York	$718K	-$90.7K	1	0.3%	Reduced
732	FineMark National Bank & Trust Fort Myers, Florida	$717K	+$158K	1	0.05%	Increased
733	Calamos Wealth Management Naperville, Illinois	$715K	-$80.8K	1	0.09%	Reduced
734	AAP Ardsley Advisory Partners Stamford, Connecticut	$698K	-$997K	1	0.1%	Reduced
735	TAM Tyers Asset Management Austin, Texas	$695K	+$24K	2	0.02%	Increased
736	FBC Fairfield, Bush & Co Darien, Connecticut	$694K	-$4.1K	1	0.2%	Reduced
737	HC Henshaw Capital Woburn, Massachusetts	$690K	+$119K	2	0.06%	Increased
738	CCA Checchi Capital Advisers Beverly Hills, California	$689K	+$16.6K	2	0.09%	Increased
739	Fidelity International Hamilton, Bermuda	$686K	$0	1	0%	Maintained
740	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$682K	+$574K	1	0%	Increased
741	Cookson Peirce & Co Pittsburgh, Pennsylvania	$681K	$0	1	0.06%	Maintained
742	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$680K	+$210K	3	0.01%	Increased
743	HIC Holderness Investments Company Greensboro, North Carolina	$677K	+$67.9K	1	0.33%	Increased
744	NRS Neville Rodie & Shaw New York	$677K	$0	1	0.07%	Maintained
745	ZF Zhang Financial Portage, Michigan	$677K	-$7.96K	1	0.35%	Reduced
746	HM Payson & Co Portland, Maine	$674K	-$5.15K	1	0.03%	Reduced
747	AAM American Asset Management Boca Raton, Florida	$671K	-$24.6K	1	0.58%	Reduced
748	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$670K	$0	1	0.09%	Maintained
749	CAM Columbia Asset Management Ann Arbor, Michigan	$670K	$0	2	0.2%	Maintained
750	PIA Peachtree Investment Advisors Atlanta, Georgia	$658K	+$29.6K	1	0.49%	Increased