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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	HCM Horrell Capital Management Little Rock, Arkansas	$617K	+$5.73K	2	0.33%	Increased
752	SCI S&CO Inc Boston, Massachusetts	$617K	$0	2	0.08%	Maintained
753	SC Sasco Capital Fairfield, Connecticut	$615K	+$663K	1	0.05%	New
754	GBT Grove Bank & Trust Miami, Florida	$614K	+$14.1K	1	0.29%	Increased
755	Centiva Capital New York	$609K	+$664K	1	0.05%	New
756	AIC Ameritas Investment Company Lincoln, Nebraska	$608K	+$663K	3	0.13%	New
757	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$599K	-$227K	1	0%	Reduced
758	Avior Wealth Management Omaha, Nebraska	$597K	+$77.8K	1	0.14%	Increased
759	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$597K	-$53.5K	2	0.07%	Reduced
760	FBC Fairfield, Bush & Co Darien, Connecticut	$593K	-$3.74K	1	0.2%	Reduced
761	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$591K	+$466K	1	0.07%	Increased
762	AAM American Asset Management Boca Raton, Florida	$590K	+$37.4K	1	0.43%	Increased
763	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$589K	+$29K	1	0.15%	Increased
764	Wedbush Securities Los Angeles, California	$577K	-$191K	1	0.07%	Reduced
765	Fidelity International Hamilton, Bermuda	$570K	-$1.27K	1	0%	Reduced
766	CHP Cable Hill Partners Portland, Oregon	$568K	+$558K	3	0.23%	Increased
767	IFP Advisors Tampa, Florida	$568K	-$319K	4	0.03%	Reduced
768	PIA Peachtree Investment Advisors Atlanta, Georgia	$568K	+$42K	1	0.44%	Increased
769	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$566K	-$767K	1	0.12%	Reduced
770	CAM Columbia Asset Management Ann Arbor, Michigan	$565K	-$53.4K	2	0.17%	Reduced
771	PA PFG Advisors Phoenix, Arizona	$565K	+$551K	1	0.18%	New
772	Advisors Capital Management Ridgewood, New Jersey	$561K	+$611K	1	0.04%	New
773	Voloridge Investment Management Jupiter, Florida	$557K	+$600K	1	0.03%	New
774	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$555K	-$22.4K	1	0.08%	Reduced
775	EMG Ellington Management Group Old Greenwich, Connecticut	$555K	+$487K	2	0.17%	New