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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	BAS Brown Advisory Securities Baltimore, Maryland	$515K	$0	1	0.19%	Maintained
752	CCM CrestPoint Capital Management Four Seasons, Missouri	$513K	$0	1	0.3%	Maintained
753	BFIM Beese Fulmer Investment Management Canton, Ohio	$508K	+$39K	1	0.16%	Increased
754	WB Webster Bank Waterbury, Connecticut	$507K	-$508K	1	0.09%	Reduced
755	AP Advisor Partners Walnut Creek, California	$506K	-$204K	1	0.25%	Reduced
756	BBI Baxter Bros Inc Riverside, Connecticut	$505K	+$52K	1	0.21%	Increased
757	Spot Trading Chicago, Illinois	$501K	-$571K	4	0%	Reduced
758	AF Arrow Financial Glens Falls, New York	$499K	-$826K	1	0.13%	Reduced
759	ACP Aviance Capital Partners Naples, Florida	$497K	+$478K	1	0.19%	New
760	PTC Private Trust Company Cleveland, Ohio	$494K	+$64.1K	2	0.16%	Increased
761	LWI Long Wharf Investors Boston, Massachusetts	$489K	+$17.2K	1	0.38%	Increased
762	DAM Delta Asset Management Memphis, Tennessee	$487K	+$94.3K	1	0.1%	Increased
763	Brown Brothers Harriman & Co New York	$485K	-$47.4K	1	0%	Reduced
764	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$485K	+$106K	1	0.08%	Increased
765	HH Hilltop Holdings Dallas, Texas	$482K	-$16.6K	1	0.22%	Reduced
766	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$471K	+$500K	1	0.1%	New
767	CT Cambridge Trust Cambridge, Massachusetts	$470K	-$61.9K	1	0.04%	Reduced
768	Salem Investment Counselors Winston Salem, North Carolina	$466K	+$2.6K	1	0.06%	Increased
769	PIC Portland Investment Counsel Burlington, Ontario, Canada	$465K	+$488K	1	0.32%	New
770	MAM Majedie Asset Management London, United Kingdom	$464K	+$446K	1	0.11%	New
771	AHC Anderson Hoagland & Co St Louis, Missouri	$463K	$0	1	0.3%	Maintained
772	Dodge & Cox San Francisco, California	$463K	-$289K	1	0%	Reduced
773	FBC Fairfield, Bush & Co Darien, Connecticut	$460K	+$310K	1	0.14%	Increased
774	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$459K	-$1.3M	1	0.05%	Reduced
775	RIL Rothschild Investment LLC Chicago, Illinois	$457K	$0	1	0.06%	Maintained