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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
1001	MainStreet Investment Advisors Chicago, Illinois	$242K	+$285K	1	0.03%	New
1002	Eagle Asset Management St Petersburg, Florida	$241K	-$15.1K	1	0%	Reduced
1003	Rehmann Capital Advisory Group Lansing, Michigan	$241K	+$284K	1	0.04%	New
1004	Calton & Associates Tampa, Florida	$240K	-$24.3K	1	0.06%	Reduced
1005	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$240K	$0	1	0.17%	Maintained
1006	NorthCoast Asset Management Greenwich, Connecticut	$238K	+$281K	1	0.02%	New
1007	RIM Rampart Investment Management Hartford, Connecticut	$238K	-$228K	1	0.11%	Reduced
1008	Tokio Marine Asset Management Tokyo, Japan	$238K	$0	1	0.04%	Maintained
1009	Petrus Trust Company Dallas, Texas	$236K	+$317K	1	0.03%	New
1010	Bar Harbor Wealth Management Concord, New Hampshire	$235K	-$92	1	0.03%	Reduced
1011	ACA Ackerman Capital Advisors Dallas, Texas	$233K	-$275K	1	0.09%	Reduced
1012	Altshuler Shaham Tel Aviv, Israel	$233K	+$6.71K	3	0.01%	Increased
1013	Probity Advisors Dallas, Texas	$233K	-$38.8K	1	0.09%	Reduced
1014	Independent Solutions Wealth Management Williamsville, New York	$233K	-$23.8K	1	0.13%	Reduced
1015	SFM Systematic Financial Management Teaneck, New Jersey	$231K	+$322K	1	0.01%	New
1016	Gemmer Asset Management Walnut Creek, California	$230K	-$14.3K	3	0.06%	Reduced
1017	Great Diamond Partners Portland, Maine	$228K	+$19.6K	1	0.12%	Increased
1018	Nicolet Advisory Services Green Bay, Wisconsin	$228K	+$270K	1	0.04%	New
1019	PPP Private Portfolio Partners Paramus, New Jersey	$227K	-$11.6K	1	0.12%	Reduced
1020	YHB Investment Advisors West Hartford, Connecticut	$227K	-$4.68K	1	0.04%	Reduced
1021	CPC Congress Park Capital Saratoga Springs, New York	$225K	$0	1	0.2%	Maintained
1022	KLCM Advisors Milwaukee, Wisconsin	$225K	$0	1	0.07%	Maintained
1023	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$224K	+$283K	1	0.09%	New
1024	Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	$0	1	0.15%	Maintained
1025	ONST Old North State Trust Greensboro, North Carolina	$223K	-$47K	1	0.16%	Reduced