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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	KSA Ken Stern & Associates San Diego, California	$321K	+$314K	1	0.17%	New
777	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$319K	-$261K	2	0.01%	Reduced
778	CWM Cornerstone Wealth Management St. Peters, Missouri	$313K	+$4.92K	1	0.1%	Increased
779	EARNEST Partners Atlanta, Georgia	$312K	+$15.4K	2	0%	Increased
780	HHC Hutchin Hill Capital New York	$312K	-$3.96K	1	0.01%	Reduced
781	WI Wedgewood Investors Erie, Pennsylvania	$312K	+$6.56K	1	0.29%	Increased
782	AT Argent Trust San Antonio, Texas	$310K	-$16.4K	1	0.09%	Reduced
783	PAM Princeton Alpha Management Princeton Junction, New Jersey	$308K	-$946K	1	0.06%	Reduced
784	HFS Haverford Financial Services Radnor, Pennsylvania	$303K	$0	1	0.13%	Maintained
785	Klingenstein Fields & Co New York	$303K	+$307K	1	0.01%	New
786	TCM Teza Capital Management Chicago, Illinois	$301K	+$305K	1	0.42%	New
787	AssetMark Inc Concord, California	$297K	-$34K	3	0%	Reduced
788	SAM Strategy Asset Managers Pasadena, California	$294K	+$274K	1	0.06%	New
789	Donaldson Capital Management Evansville, Indiana	$292K	-$1.64K	1	0.04%	Reduced
790	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$291K	$0	1	0.03%	Maintained
791	Geneos Wealth Management Englewood, Colorado	$288K	-$3.37K	2	0.04%	Reduced
792	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$285K	+$289K	1	0%	New
793	BFA Benedict Financial Advisors Atlanta, Georgia	$283K	$0	1	0.16%	Maintained
794	IIM Ironwood Investment Management Boston, Massachusetts	$282K	$0	1	0.21%	Maintained
795	Bahl & Gaynor Cincinnati, Ohio	$280K	-$2.99K	1	0%	Reduced
796	Group One Trading Chicago, Illinois	$280K	+$266K	2	0%	Increased
797	F.L. Putnam Investment Management Lynnfield, Massachusetts	$279K	+$273K	1	0.03%	New
798	LAM Lebenthal Asset Management New York	$277K	-$22.8K	1	0.04%	Reduced
799	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$275K	-$1.38K	1	0.13%	Reduced
800	CBU CIBC Bank USA Chicago, Illinois	$268K	-$237K	1	0.04%	Reduced