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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	MIU Man Investments (UK) London, United Kingdom	$531K	+$496K	1	0.06%	New
752	FIM Fruth Investment Management Houston, Texas	$528K	$0	1	0.25%	Maintained
753	CT Cambridge Trust Cambridge, Massachusetts	$527K	-$22K	1	0.05%	Reduced
754	GMIM General Motors Investment Management New York	$526K	+$189K	2	0.04%	Increased
755	TFA Transamerica Financial Advisors St. Petersburg, Florida	$521K	+$140K	2	0.06%	Increased
756	FC Fayerweather Charles	$519K	+$14.9K	1	1.81%	Increased
757	Jane Street New York	$518K	-$4.37M	1	0.01%	Reduced
758	SGAM Steinberg Global Asset Management Boca Raton, Florida	$513K	-$12.4K	1	0.11%	Reduced
759	CCM CrestPoint Capital Management Four Seasons, Missouri	$509K	+$476K	1	0.34%	New
760	BAS Brown Advisory Securities Baltimore, Maryland	$496K	+$854	1	0.2%	Increased
761	Johnson Investment Counsel Cincinnati, Ohio	$492K	+$16.2K	1	0.02%	Increased
762	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$489K	-$11.9K	2	0.28%	Reduced
763	RNS Robert N. Shapiro	$485K	-$44.6K	2	0.09%	Reduced
764	MWR McAdams Wright Ragen Seattle, Washington	$484K	-$24.9K	1	0.03%	Reduced
765	Mackenzie Financial Toronto Ontario, Ontario, Canada	$482K	+$45.5K	1	0%	Increased
766	RBA Richard Bernstein Advisors New York	$479K	$0	1	0.1%	Maintained
767	Evercore Wealth Management New York	$478K	-$116K	2	0.03%	Reduced
768	COI Connable Office Inc Kalamazoo, Michigan	$477K	+$28.5K	1	0.13%	Increased
769	DWA Dorsey Wright & Associates Pasadena, California	$473K	+$6.54K	1	0.07%	Increased
770	PEAK6 Group Chicago, Illinois	$471K	-$8.34M	1	0%	Reduced
771	Palisade Capital Management Fort Lee, New Jersey	$463K	+$399K	1	0.01%	New
772	Virginia Retirement Systems Richmond, Virginia	$458K	+$103K	1	0.01%	Increased
773	Salem Investment Counselors Winston Salem, North Carolina	$457K	$0	1	0.06%	Maintained
774	RIL Rothschild Investment LLC Chicago, Illinois	$450K	-$30.2K	1	0.06%	Reduced
775	LC Lubar & Co Milwaukee, Wisconsin	$447K	$0	1	0.35%	Maintained