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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
776	Banque Pictet & Cie Geneva 73, Switzerland	$393K	-$52K	1	0.01%	Reduced
777	BAS Brown Advisory Securities Baltimore, Maryland	$392K	-$59.9K	1	0.14%	Reduced
778	YP Yellowstone Partners Idaho Falls, Idaho	$388K	-$79.5K	1	0.21%	Reduced
779	CCM CrestPoint Capital Management Four Seasons, Missouri	$381K	$0	1	0.21%	Maintained
780	FIM Frontier Investment Management Dallas, Texas	$381K	-$33.6K	1	0.06%	Reduced
781	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$381K	-$28.9K	1	0.04%	Reduced
782	Atria Investments Charlotte, North Carolina	$380K	-$58.8K	1	0.04%	Reduced
783	CONA Capital One National Association New York	$377K	+$11.1K	1	0.04%	Increased
784	Evercore Wealth Management New York	$376K	-$93.7K	2	0.02%	Reduced
785	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$374K	+$38.7K	1	0.05%	Increased
786	State of Alaska Department of Revenue Juneau, Alaska	$361K	-$643K	1	0.07%	Reduced
787	SC Searle & Co Greenwich, Connecticut	$360K	+$349K	1	0.3%	New
788	TCM Telos Capital Management San Diego, California	$357K	+$125K	1	0.22%	Increased
789	TI Turner Investments Berwyn, Pennsylvania	$353K	-$214K	2	0.04%	Reduced
790	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.35%	Maintained
791	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$344K	-$37.3K	1	0.05%	Reduced
792	WA Wheatland Advisors Lancaster, Pennsylvania	$343K	$0	1	0.33%	Maintained
793	PineBridge Investments New York	$341K	+$24.3K	3	0.01%	Increased
794	AAP Ardsley Advisory Partners Stamford, Connecticut	$340K	+$330K	1	0.05%	New
795	KA KLCM Advisors Milwaukee, Wisconsin	$340K	$0	1	0.09%	Maintained
796	Bridgewater Associates Westport, Connecticut	$338K	-$1.74M	1	0%	Reduced
797	CBU CIBC Bank USA Chicago, Illinois	$326K	-$203K	1	0.06%	Reduced
798	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$326K	+$315K	1	0.07%	New
799	SWK Stephen W. Kidder	$326K	-$249K	1	0.14%	Reduced
800	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$323K	+$19.1K	1	0.06%	Increased