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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	EARNEST Partners Atlanta, Georgia	$249K	$0	1	0%	Maintained
752	BCAM Boston Common Asset Management Boston, Massachusetts	$247K	+$50.4K	1	0.02%	Increased
753	Bessemer Group Woodbridge, New Jersey	$246K	-$75.9K	2	0%	Reduced
754	Legal & General Group London, United Kingdom	$246K	+$38.7K	2	0%	Increased
755	GVT Genesee Valley Trust Pittsford, New York	$244K	-$413	1	0.16%	Reduced
756	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$244K	-$1.77K	1	0.03%	Reduced
757	BCM BTR Capital Management Oakland, California	$241K	+$278K	1	0.06%	New
758	BT Beacon Trust Morristown, New Jersey	$238K	-$201K	1	0.04%	Reduced
759	FIM Freedom Investment Management Hartford, Connecticut	$236K	-$3.96K	1	0.02%	Reduced
760	KLWA Kelly Lawrence W & Associates Pasadens, California	$236K	+$165K	1	0.05%	Increased
761	Bahl & Gaynor Cincinnati, Ohio	$235K	+$974	1	0%	Increased
762	CBU CIBC Bank USA Chicago, Illinois	$234K	-$3.54K	1	0.04%	Reduced
763	AHL Partners London, United Kingdom	$232K	-$416K	1	0.04%	Reduced
764	DP Dearborn Partners Chicago, Illinois	$232K	$0	1	0.02%	Maintained
765	LC Lakeshore Capital Birmingham, Alabama	$231K	$0	1	0.51%	Maintained
766	MJP Michael J. Puzo	$226K	-$742K	1	0.16%	Reduced
767	MSI Financial Services Springfield, Massachusetts	$225K	-$49.8K	4	0.02%	Reduced
768	P Pitcairn Conshohocken, Pennsylvania	$225K	-$10.7K	1	0.03%	Reduced
769	AWP Ascent Wealth Partners New Hartford, New York	$222K	-$2.11M	1	0.13%	Reduced
770	CCA Checchi Capital Advisers Beverly Hills, California	$222K	+$12.9K	1	0.06%	Increased
771	Clark Capital Management Group Philadelphia, Pennsylvania	$221K	$0	1	0.02%	Maintained
772	NAM NTV Asset Management Charleston, West Virginia	$219K	$0	1	0.07%	Maintained
773	TIA Tiemann Investment Advisors Menlo Park, California	$218K	-$19.5K	1	0.24%	Reduced
774	BAC Boys Arnold & Co Asheville, North Carolina	$217K	-$526K	1	0.05%	Reduced
775	NPA Nichols & Pratt Advisers Boston, Massachusetts	$217K	$0	1	0.02%	Maintained