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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
826	CCM CrestPoint Capital Management Four Seasons, Missouri	$243K	-$7.06K	1	0.13%	Reduced
827	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$241K	$0	1	0.04%	Maintained
828	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$240K	-$93.1K	1	0.04%	Reduced
829	BCAM Boston Common Asset Management Boston, Massachusetts	$238K	-$19.8K	1	0.01%	Reduced
830	Grimes & Company Westborough, Massachusetts	$237K	$0	1	0.03%	Maintained
831	Clark Capital Management Group Philadelphia, Pennsylvania	$235K	-$370K	1	0.02%	Reduced
832	IIM Ironwood Investment Management Boston, Massachusetts	$232K	-$70.9K	1	0.05%	Reduced
833	WA WFG Advisors Dallas, Texas	$232K	+$8.14K	2	0.06%	Increased
834	GA Geneva Advisors Chicago, Illinois	$231K	+$1.34K	1	0%	Increased
835	VAM Verity Asset Management Durham, North Carolina	$230K	+$240K	1	0.21%	New
836	Marshall Wace London, United Kingdom	$228K	-$4.49M	1	0%	Reduced
837	Stock Yards Bank & Trust Louisville, Kentucky	$224K	+$234K	1	0.03%	New
838	KP Keel Point Huntsville, Alabama	$223K	+$12.7K	1	0.11%	Increased
839	MBT Montecito Bank & Trust Santa Barbara, California	$223K	$0	1	0.11%	Maintained
840	Annex Advisory Services Brookfield, Wisconsin	$222K	+$232K	1	0.07%	New
841	Synovus Financial Columbus, Georgia	$222K	-$56.6K	2	0.01%	Reduced
842	Legal & General Group London, United Kingdom	$221K	$0	2	0%	Maintained
843	MCC Mid Continent Capital Chicago, Illinois	$221K	-$72.4K	1	0.01%	Reduced
844	PAIA Park Avenue Institutional Advisers New York	$216K	+$226K	1	0.17%	New
845	CCA Cobblestone Capital Advisors Rochester, New York	$215K	-$15.9K	1	0.03%	Reduced
846	HH Hilltop Holdings Dallas, Texas	$214K	-$44.9K	1	0.06%	Reduced
847	NG NatWest Group Edinburgh, Scotland, United Kingdom	$214K	+$224K	1	0%	New
848	Fayez Sarofim & Co Houston, Texas	$212K	+$9.25K	1	0%	Increased
849	CCB Cutter & Co Brokerage Ballwin, Missouri	$210K	$0	1	0.08%	Maintained
850	SCM Salem Capital Management Woburn, Massachusetts	$208K	-$52.1K	1	0.11%	Reduced