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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	WA Wheatland Advisors Lancaster, Pennsylvania	$301K	$0	1	0.29%	Maintained
752	Dynamic Advisor Solutions Phoenix, Arizona	$300K	-$3.06M	1	0.12%	Reduced
753	IAM Impax Asset Management Portsmouth, New Hampshire	$300K	-$2.03M	1	0.02%	Reduced
754	LPC Loeb Partners Corp New York	$299K	+$307K	1	0.1%	New
755	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$293K	-$1.36M	1	0.02%	Reduced
756	FSCM Front Street Capital Management Missoula, Montana	$290K	+$298K	1	0.14%	New
757	BFA Benedict Financial Advisors Atlanta, Georgia	$286K	-$14.1K	1	0.17%	Reduced
758	DA Dillon & Associates Jackson, Michigan	$285K	-$36.9K	1	0.13%	Reduced
759	OCG Opus Capital Group Cincinnati, Ohio	$282K	$0	1	0.06%	Maintained
760	PEAK6 Group Chicago, Illinois	$279K	+$208K	1	0%	Increased
761	EARNEST Partners Atlanta, Georgia	$278K	-$1.02K	1	0%	Reduced
762	GLRA Gerald L. Ray & Associates Dallas, Texas	$276K	$0	1	0.04%	Maintained
763	AIM Alambic Investment Management Belvedere, California	$275K	+$303K	1	0.07%	New
764	WTB Washington Trust Bank Spokane, Washington	$275K	+$11.1K	2	0.07%	Increased
765	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$274K	$0	1	0.03%	Maintained
766	CL Croft-Leominster Baltimore, Maryland	$274K	$0	1	0.06%	Maintained
767	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$1.78K	1	0.12%	Reduced
768	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$272K	-$138K	1	0.27%	Reduced
769	WI Wedgewood Investors Erie, Pennsylvania	$272K	$0	1	0.26%	Maintained
770	GS GAM Systematic Cambridge, United Kingdom	$271K	+$279K	1	0.07%	New
771	Bahl & Gaynor Cincinnati, Ohio	$270K	$0	1	0%	Maintained
772	WB Webster Bank Waterbury, Connecticut	$269K	+$9.03K	1	0.04%	Increased
773	Donaldson Capital Management Evansville, Indiana	$263K	-$15.1K	1	0.04%	Reduced
774	AHC Adell Harriman & Carpenter Houston, Texas	$263K	-$111K	1	0.07%	Reduced
775	Prospera Financial Services Dallas, Texas	$261K	+$36.9K	1	0.05%	Increased