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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	LSV Asset Management Chicago, Illinois	$228K	$0	1	0%	Maintained
827	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$228K	+$768	1	0.04%	Increased
828	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$225K	+$220K	1	0.03%	New
829	BAC Boys Arnold & Co Asheville, North Carolina	$222K	$0	1	0.04%	Maintained
830	Grimes & Company Westborough, Massachusetts	$222K	$0	1	0.03%	Maintained
831	Nicholas Hoffman & Company Atlanta, Georgia	$222K	+$7.59K	1	0.11%	Increased
832	RCM RB Capital Management Reno, Nevada	$222K	+$217K	1	0.22%	New
833	PCM Parsons Capital Management Providence, Rhode Island	$219K	$0	1	0.03%	Maintained
834	BFO Boston Family Office Boston, Massachusetts	$217K	-$45.9K	1	0.03%	Reduced
835	Lido Advisors Los Angeles, California	$216K	+$211K	1	0.05%	New
836	AC Abbrea Capital Greenbrae, California	$215K	+$218K	1	0.1%	New
837	TNAM Terra Nova Asset Management New York	$211K	+$207K	1	0.42%	New
838	WFG Windsor Financial Group Minneapolis, Minnesota	$211K	$0	1	0.1%	Maintained
839	Curi RMB Capital Chicago, Illinois	$210K	-$595K	1	0.01%	Reduced
840	MIP Marietta Investment Partners Milwaukee, Wisconsin	$210K	-$1.47M	1	0.07%	Reduced
841	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$209K	+$28.9K	2	0.13%	Increased
842	VF Virtu Financial New York	$209K	+$204K	1	0.02%	New
843	KT Kanaly Trust Houston, Texas	$206K	+$79.6K	2	0.04%	Increased
844	B Bellecapital Zurich, Switzerland	$204K	+$207K	1	0.18%	New
845	Luther King Capital Management (LKCM) Fort Worth, Texas	$204K	+$203K	1	0%	New
846	CM Capital Management Glen Allen, Virginia	$201K	-$1.35M	1	0.07%	Reduced
847	FRM Fox Run Management Greenwich, Connecticut	$201K	+$197K	1	0.11%	New
848	AP Atwood & Palmer Kansas City, Missouri	$200K	+$10.7K	1	0.04%	Increased
849	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$200K	+$196K	1	0.02%	New
850	SGAM Smith Group Asset Management Dallas, Texas	$196K	-$2.13K	1	0.01%	Reduced