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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
1051	DA Dillon & Associates Jackson, Michigan	$11.2M	+$784K	2	1.37%	Increased
1052	EW Evexia Wealth Stevens Point, Wisconsin	$11.2M	+$405K	3	3.03%	Increased
1053	SH SeaTown Holdings Singapore	$11.2M	$0	1	6.72%	Maintained
1054	First National Trust Hermitage, Pennsylvania	$11.1M	+$1.66M	2	0.38%	Increased
1055	Trexquant Investment Stamford, Connecticut	$11.1M	+$353K	2	0.07%	Increased
1056	MWA Meridian Wealth Advisors Austin, Texas	$11.1M	+$390K	2	1.26%	Increased
1057	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$11.1M	-$51.9M	1	0.02%	Reduced
1058	SI Symmetry Investments St Helier, Jersey	$11.1M	+$392K	2	0.75%	Increased
1059	BCM Barometer Capital Management Toronto, Ontario, Canada	$11M	+$4.44M	1	3.07%	Increased
1060	Meridian Wealth Management Lexington, Kentucky	$11M	+$421K	2	0.34%	Increased
1061	Capital Investment Advisors Atlanta, Georgia	$11M	+$303K	2	0.15%	Increased
1062	Old National Bancorp Evansville, Indiana	$11M	+$5.32M	3	0.22%	Increased
1063	KA Kovack Advisors Ft. Lauderdale, Florida	$11M	-$1.24M	3	0.53%	Reduced
1064	PCTC Perkins Coie Trust Company Seattle, Washington	$10.9M	-$307K	2	1.81%	Reduced
1065	AAM Azzad Asset Management Falls Church, Virginia	$10.9M	+$3.11M	2	0.97%	Increased
1066	ERWM Elk River Wealth Management Denver, Colorado	$10.9M	-$737K	1	1.74%	Reduced
1067	FRA Front Row Advisors Tiburon, California	$10.9M	-$438K	2	3.16%	Reduced
1068	RFMS RWQ Financial Management Services Naples, Florida	$10.9M	-$4.21M	1	5.25%	Reduced
1069	AC Asio Capital Lexington, Kentucky	$10.9M	-$620K	1	1.39%	Reduced
1070	BCM BTC Capital Management Des Moines, Iowa	$10.9M	-$129K	1	0.66%	Reduced
1071	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$10.8M	+$3.9M	3	1.25%	Increased
1072	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$10.8M	-$993K	2	2.86%	Reduced
1073	SBI Okasan Asset Management Tokyo, Japan	$10.8M	-$282K	3	0.36%	Reduced
1074	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$10.8M	+$590K	1	1.62%	Increased
1075	CCM Crestwood Capital Management New York	$10.8M	-$3.98M	1	7.06%	Reduced