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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
226	HA Heartland Advisors Milwaukee, Wisconsin	$12.7M	+$2.07M	2	0.22%	Increased
227	Fifth Third Bancorp Cincinnati, Ohio	$12.6M	-$1.69M	2	0.12%	Reduced
228	PIM Partner Investment Management San Francisco, California	$12.6M	-$6.77M	1	2.86%	Reduced
229	BCAM Boston Common Asset Management Boston, Massachusetts	$12.6M	+$58.8K	1	0.7%	Increased
230	WesBanco Bank Wheeling, West Virginia	$12.5M	-$10K	1	0.71%	Reduced
231	Anchor Capital Advisors Boston, Massachusetts	$12.5M	-$459K	1	0.25%	Reduced
232	Eastern Bank Boston, Massachusetts	$12.5M	+$685K	1	1.06%	Increased
233	KBC Group Brussels, Belgium	$12.5M	+$1.55M	1	0.19%	Increased
234	Zacks Investment Management Chicago, Illinois	$12.4M	+$888K	2	0.49%	Increased
235	CRCP Copper Rock Capital Partners Boston, Massachusetts	$12.3M	+$285K	1	1.2%	Increased
236	TWI Thomas White International Chicago, Illinois	$12.2M	-$1.03M	2	1.75%	Reduced
237	Associated Banc-Corp Green Bay, Wisconsin	$12.1M	+$549K	1	0.87%	Increased
238	FIG Fortress Investment Group New York	$11.7M	-$5.58M	1	0.18%	Reduced
239	SCM Suffolk Capital Management New York	$11.5M	-$2.81M	1	1.44%	Reduced
240	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$219K	1	1.78%	Increased
241	AHC Adams Hill Capital Westport, Connecticut	$11.4M	+$10.7M	1	5.25%	New
242	CCMH Cornerstone Capital Management Holdings New York	$11.4M	-$493K	2	0.13%	Reduced
243	DIA Denver Investment Advisors Denver, Colorado	$11.3M	-$200K	1	0.32%	Reduced
244	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.2M	-$180K	1	2.98%	Reduced
245	Welch & Forbes Boston, Massachusetts	$11.2M	-$204K	1	0.35%	Reduced
246	William Blair & Company Chicago, Illinois	$11.1M	-$6.27M	2	0.02%	Reduced
247	GAMCO Investors Greenwich, Connecticut	$11.1M	-$12.4M	3	0.06%	Reduced
248	HighTower Advisors Chicago, Illinois	$10.8M	-$749K	2	0.22%	Reduced
249	ST Stifel Trust St. Louis, Missouri	$10.8M	+$389K	2	2.04%	Increased
250	BLM Bennett Lawrence Management New York	$10.8M	+$570K	1	1.66%	Increased