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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	Klingenstein Fields & Co New York	$610K	+$600K	1	0.02%	New
777	Weiss Multi-Strategy Advisers New York	$610K	+$600K	1	0.02%	New
778	LIC Lodestar Investment Counsel Chicago, Illinois	$609K	$0	1	0.07%	Maintained
779	HIC Holderness Investments Company Greensboro, North Carolina	$604K	+$29.4K	1	0.3%	Increased
780	PA Probity Advisors Dallas, Texas	$598K	-$118K	1	0.21%	Reduced
781	Bartlett & Co Cincinnati, Ohio	$596K	-$23.3K	2	0.02%	Reduced
782	RIM Regent Investment Management Louisville, Kentucky	$596K	+$23.6K	1	0.2%	Increased
783	HC Henshaw Capital Woburn, Massachusetts	$596K	+$266K	2	0.06%	Increased
784	Numeric Investors Boston, Massachusetts	$593K	+$583K	1	0%	New
785	CA Cullinan Associates Louisville, Kentucky	$589K	-$15.5K	1	0.04%	Reduced
786	NL NWAM LLC Mercer Island, Washington	$585K	+$544	1	0.15%	Increased
787	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$581K	+$572K	1	0.43%	New
788	S SimplyRich Carlsbad, California	$579K	+$554K	1	0.32%	New
789	Bahl & Gaynor Cincinnati, Ohio	$578K	+$79.5K	1	0.01%	Increased
790	FIM Frontier Investment Management Dallas, Texas	$578K	+$35.4K	1	0.05%	Increased
791	OCG Opus Capital Group Cincinnati, Ohio	$565K	$0	1	0.12%	Maintained
792	BGC Blue Granite Capital Charleston, South Carolina	$563K	-$2.22M	1	0.41%	Reduced
793	FineMark National Bank & Trust Fort Myers, Florida	$557K	-$3.5K	1	0.04%	Reduced
794	Luther King Capital Management (LKCM) Fort Worth, Texas	$555K	+$313K	2	0%	Increased
795	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$553K	$0	1	0.23%	Maintained
796	WIS Wright Investors Service Shelton, Connecticut	$552K	-$9.95K	1	0.18%	Reduced
797	Moneta Group Investment Advisors St Louis, Missouri	$550K	-$11.1K	1	0.08%	Reduced
798	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$545K	+$537K	1	0.5%	New
799	PP PagnatoKarp Partners Reston, Virginia	$536K	-$4.12K	1	0.16%	Reduced
800	WA Winfield Associates Cleveland, Ohio	$536K	-$16.7K	2	0.27%	Reduced