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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	QI Quotient Investors New York	$210K	+$196K	1	0.08%	New
827	Cetera Advisors Denver, Colorado	$209K	+$186K	1	0.02%	New
828	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$208K	+$189K	1	0.04%	New
829	AP Atwood & Palmer Kansas City, Missouri	$206K	-$97.2K	1	0.04%	Reduced
830	IFP Advisors Tampa, Florida	$203K	-$586K	2	0.03%	Reduced
831	PIC Portland Investment Counsel Burlington, Ontario, Canada	$202K	-$102K	1	0.41%	Reduced
832	QC QCM Cayman Houston, Texas	$201K	+$177K	1	0.14%	New
833	PAM PartnerRe Asset Management Greenwich, Connecticut	$196K	$0	1	0.1%	Maintained
834	CHAM Clear Harbor Asset Management Stamford, Connecticut	$195K	-$110K	1	0.04%	Reduced
835	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$190K	+$103K	2	0.11%	Increased
836	DBT Dubuque Bank & Trust Dubuque, Iowa	$189K	-$242K	2	0.04%	Reduced
837	PAIA Park Avenue Institutional Advisers New York	$182K	-$4.53K	1	0.16%	Reduced
838	Fuller & Thaler Asset Management San Mateo, California	$169K	+$149K	1	0%	New
839	Benjamin F. Edwards & Company St. Louis, Missouri	$162K	+$37.5K	1	0.03%	Increased
840	AIM Acrospire Investment Management Chicago, Illinois	$161K	+$147K	3	0.11%	New
841	HighPoint Advisor Group Downers Grove, Illinois	$161K	+$137K	1	0.1%	New
842	Addenda Capital Montreal, Quebec, Canada	$159K	$0	1	0.01%	Maintained
843	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$158K	$0	1	0.13%	Maintained
844	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$154K	+$128K	2	0.16%	Increased
845	PineBridge Investments New York	$153K	-$14.5K	2	0.01%	Reduced
846	SC SRB Corp Boston, Massachusetts	$152K	-$5.47K	1	0.02%	Reduced
847	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$149K	$0	1	0.02%	Maintained
848	SCM Scopia Capital Management New York	$149K	+$131K	1	0%	New
849	SignatureFD Atlanta, Georgia	$146K	+$46.9K	2	0.02%	Increased
850	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$144K	-$6.35K	2	0.03%	Reduced