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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
751	COI Connable Office Inc Kalamazoo, Michigan	$320K	+$307K	1	0.09%	New
752	NCA NCM Capital Advisers Durham, North Carolina	$309K	+$296K	1	0.29%	New
753	Bahl & Gaynor Cincinnati, Ohio	$306K	+$313K	1	0.01%	New
754	MBT Montecito Bank & Trust Santa Barbara, California	$306K	+$293K	1	0.21%	New
755	FCM Firsthand Capital Management San Jose, California	$303K	+$310K	1	0.3%	New
756	HCM Herndon Capital Management Atlanta, Georgia	$303K	+$309K	1	0%	New
757	AMG National Trust Bank Greenwood Village, Colorado	$302K	+$292K	1	0.04%	New
758	ECM Endex Capital Management Overland Park, Kansas	$296K	+$284K	1	0.32%	New
759	Grimes & Company Westborough, Massachusetts	$296K	+$284K	1	0.11%	New
760	I IberiaBank Lafayette, Louisiana	$292K	+$280K	1	0.22%	New
761	GVT Genesee Valley Trust Pittsford, New York	$291K	+$279K	1	0.23%	New
762	PG Portola Group San Jose, California	$290K	+$277K	1	0.19%	New
763	QIM Quest Investment Management Lake Oswego, Oregon	$289K	+$279K	1	0.02%	New
764	ACM Aviance Capital Management Sarasota, Florida	$284K	+$272K	1	0.16%	New
765	ST Spinnaker Trust Portland, Maine	$284K	+$272K	1	0.05%	New
766	BFIM Beese Fulmer Investment Management Canton, Ohio	$283K	+$271K	1	0.12%	New
767	Bessemer Group Woodbridge, New Jersey	$282K	+$270K	1	0%	New
768	Los Angeles Capital Management Los Angeles, California	$282K	+$270K	2	0%	New
769	WSCM Wellington Shields Capital Management New York	$282K	+$288K	1	0.05%	New
770	Hancock Whitney Gulfport, Mississippi	$281K	+$269K	1	0.01%	New
771	Capstone Investment Advisors New York	$277K	+$266K	1	0%	New
772	LI LMCG Investments Boston, Massachusetts	$277K	+$265K	1	0.01%	New
773	Dana Investment Advisors Waukesha, Wisconsin	$276K	+$264K	1	0.02%	New
774	TCB Texas Capital Bancshares Dallas, Texas	$276K	+$282K	1	0.27%	New
775	Epoch Investment Partners New York	$274K	+$262K	1	0%	New