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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	LD Lipe & Dalton Syracuse, New York	$367K	-$65.6K	1	0.26%	Reduced
852	HAM Highstreet Asset Management London, Ontario, Canada	$365K	-$16.4K	1	0.02%	Reduced
853	PC Port Capital Chicago, Illinois	$365K	$0	1	0.05%	Maintained
854	FAIM Financial Advocates Investment Management Olympia, Washington	$362K	+$105K	1	0.05%	Increased
855	NB Northwest Bancshares Warren, Pennsylvania	$360K	-$3.94K	1	0.15%	Reduced
856	PP PDS Planning Dublin, Ohio	$359K	$0	1	0.36%	Maintained
857	Rockefeller Capital Management New York	$358K	+$388K	1	0.01%	New
858	Savant Capital Rockford, Illinois	$357K	+$13.5K	1	0.08%	Increased
859	AF Advisornet Financial Minnetonka, Minnesota	$355K	+$13.3K	2	0.05%	Increased
860	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$353K	+$5.54K	2	0.18%	Increased
861	WPW Winthrop Partners - WNY Buffalo, New York	$352K	+$77.4K	1	0.27%	Increased
862	Perpetual Ltd Sydney, New South Wales, Australia	$352K	$0	1	0.05%	Maintained
863	Freestone Capital Holdings Seattle, Washington	$349K	+$378K	1	0.02%	New
864	Great Lakes Advisors Chicago, Illinois	$349K	-$68.3M	1	0.01%	Reduced
865	EARNEST Partners Atlanta, Georgia	$345K	-$4.25K	2	0%	Reduced
866	WI Wedgewood Investors Erie, Pennsylvania	$345K	-$10.3K	1	0.3%	Reduced
867	Douglas Lane & Associates New York	$342K	-$403K	1	0.01%	Reduced
868	AC Abbrea Capital Greenbrae, California	$339K	$0	1	0.11%	Maintained
869	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$338K	+$136K	1	0.18%	Increased
870	NewEdge Advisors New Orleans, Louisiana	$337K	-$1.29M	1	0.04%	Reduced
871	DA Dillon & Associates Jackson, Michigan	$336K	$0	1	0.13%	Maintained
872	IIM Ironwood Investment Management Boston, Massachusetts	$336K	$0	1	0.25%	Maintained
873	1WA 180 Wealth Advisors Federal Way, Washington	$335K	-$38.2K	1	0.17%	Reduced
874	BII Bainco International Investors Boston, Massachusetts	$335K	$0	1	0.05%	Maintained
875	CPO Cerity Partners OCIO New York	$332K	-$879K	1	0.02%	Reduced