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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
876	PR Payden & Rygel Los Angeles, California	$15.6M	+$560K	2	1.2%	Increased
877	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$15.6M	$0	1	7.29%	Maintained
878	Greenleaf Trust Kalamazoo, Michigan	$15.6M	+$413K	4	0.15%	Increased
879	TPCM Two Point Capital Management Pittsford, New York	$15.6M	-$139K	1	6.27%	Reduced
880	North Dakota State Investment Board Bismarck, North Dakota	$15.5M	+$543K	5	0.63%	Increased
881	DJSG D.J. St. Germain Springfield, Massachusetts	$15.5M	-$376K	3	0.56%	Reduced
882	AAIM American Assets Investment Management San Diego, California	$15.4M	$0	1	0.93%	Maintained
883	AG Ascent Group Virginia Beach, Virginia	$15.4M	+$3.66M	3	0.46%	Increased
884	OMC Overbrook Management Corp New York	$15.4M	-$1.9M	1	2.33%	Reduced
885	Capital International Los Angeles, California	$15.4M	-$7.14K	1	0.5%	Reduced
886	SCM SIR Capital Management New York	$15.3M	-$12M	3	1.76%	Reduced
887	Sagespring Wealth Partners Franklin, Tennessee	$15.3M	+$239K	3	0.24%	Increased
888	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$15.3M	-$395K	3	2.4%	Reduced
889	Vestcor Inc Fredericton, New Brunswick, Canada	$15.2M	-$1.35M	4	0.38%	Reduced
890	Arkadios Wealth Advisors Atlanta, Georgia	$15.2M	+$411K	3	0.23%	Increased
891	Chicago Partners Investment Group Chicago, Illinois	$15.2M	+$471K	3	0.3%	Increased
892	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$15.1M	+$20.2K	1	4.03%	Increased
893	OL one8zero8 LLC Greensboro, North Carolina	$15.1M	-$171K	2	2.99%	Reduced
894	Mather Group Chicago, Illinois	$15M	+$1.92M	3	0.13%	Increased
895	SIA Soltis Investment Advisors St. George, Utah	$15M	+$987K	3	0.84%	Increased
896	Union Bancaire Privee Geneva 1, Switzerland	$14.9M	+$5.37M	1	0.16%	Increased
897	RiverFront Investment Group Richmond, Virginia	$14.9M	+$5.71M	2	0.2%	Increased
898	Brighton Jones LLC Seattle, Washington	$14.9M	+$2.34M	3	0.28%	Increased
899	NLP Next Level Private Harrison, New York	$14.9M	-$81.7K	1	2.92%	Reduced
900	BPAMU BTG Pactual Asset Management US New York	$14.8M	-$488K	2	0.92%	Reduced