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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
851	I IberiaBank Lafayette, Louisiana	$231K	+$4.5K	1	0.14%	Increased
852	HCM Herndon Capital Management Atlanta, Georgia	$227K	$0	1	0%	Maintained
853	Fayez Sarofim & Co Houston, Texas	$226K	$0	1	0%	Maintained
854	Hancock Whitney Gulfport, Mississippi	$226K	+$26.7K	1	0.01%	Increased
855	Synovus Financial Columbus, Georgia	$226K	-$64.8K	2	0.01%	Reduced
856	CM Capital Management Glen Allen, Virginia	$225K	$0	1	0.08%	Maintained
857	DI Dalton Investments Las Vegas, Nevada	$225K	+$221K	1	0.06%	New
858	NL NWAM LLC Mercer Island, Washington	$225K	+$220K	1	0.08%	New
859	Bradley Foster & Sargent Hartford, Connecticut	$222K	-$456K	1	0.01%	Reduced
860	EARNEST Partners Atlanta, Georgia	$222K	-$763	1	0%	Reduced
861	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$219K	+$214K	1	0.03%	New
862	Addenda Capital Montreal, Quebec, Canada	$212K	$0	1	0.02%	Maintained
863	DBT Dubuque Bank & Trust Dubuque, Iowa	$211K	-$46.4K	2	0.04%	Reduced
864	Washington Trust Westerly, Rhode Island	$211K	-$494K	1	0.02%	Reduced
865	Fisher Asset Management Camas, Washington	$210K	-$81.8K	1	0%	Reduced
866	CCM Concourse Capital Management Atlanta, Georgia	$208K	+$231K	1	0.15%	New
867	Jane Street New York	$208K	-$314K	1	0%	Reduced
868	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$208K	+$204K	1	0.06%	New
869	Thomaspartners Boston, Massachusetts	$208K	$0	1	0.01%	Maintained
870	WA WealthTrust Axiom Wayne, Pennsylvania	$206K	$0	1	0.07%	Maintained
871	HCM Harvest Capital Management Concord, New Hampshire	$204K	$0	1	0.1%	Maintained
872	WA WFG Advisors Dallas, Texas	$202K	+$9.71K	2	0.04%	Increased
873	GLI Guardian Life Insurance New York	$201K	$0	1	0.02%	Maintained
874	NCA NCM Capital Advisers Durham, North Carolina	$195K	-$62.6K	1	0.31%	Reduced
875	Bessemer Group Woodbridge, New Jersey	$193K	-$118K	1	0%	Reduced