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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	SCM SKBA Capital Management San Francisco, California	$15M	$0	1	1.94%	Maintained
227	Nisa Investment Advisors St. Louis, Missouri	$14.4M	+$974K	4	0.13%	Increased
228	LNB Ledyard National Bank	$14.4M	+$195K	2	1.64%	Increased
229	Copeland Capital Management Conshohocken, Pennsylvania	$14.3M	-$2.69M	1	0.87%	Reduced
230	Employees Retirement System of Texas Austin, Texas	$14.2M	+$4.6M	3	0.19%	Increased
231	Manning & Napier Group Fairport, New York	$14M	+$603K	3	0.14%	Increased
232	HighTower Advisors Chicago, Illinois	$13.8M	-$71.8K	3	0.1%	Reduced
233	Sterling Capital Management Charlotte, North Carolina	$13.8M	+$9.33M	2	0.12%	Increased
234	Schonfeld Strategic Advisors New York	$13.8M	+$12.7M	2	0.61%	Increased
235	GGI Godsey & Gibb Inc Richmond, Virginia	$13.6M	+$698K	1	2.17%	Increased
236	DF Donoghue Forlines Boston, Massachusetts	$13.5M	-$3.91M	1	1.05%	Reduced
237	Zurich Insurance Group Zurich, Switzerland	$13.5M	+$4.9M	1	0.28%	Increased
238	Meyer Handelman Company Rye Brook, New York	$13.4M	-$948K	2	0.66%	Reduced
239	Gulf International Bank (UK) London, United Kingdom	$13.4M	+$1.34M	1	0.16%	Increased
240	Bridges Investment Management Omaha, Nebraska	$13.2M	+$659K	1	0.65%	Increased
241	Winton Group London, United Kingdom	$13.2M	+$12.8M	2	0.28%	Increased
242	LPL Financial San Diego, California	$13.1M	+$49.8K	3	0.03%	Increased
243	AR Advisory Research Chicago, Illinois	$13.1M	-$663K	1	0.21%	Reduced
244	Weiss Multi-Strategy Advisers New York	$12.9M	+$2.68M	1	0.34%	Increased
245	Gradient Investments Arden Hills, Minnesota	$12.9M	+$2.91M	3	0.66%	Increased
246	1M 13D Management New York	$12.8M	-$2.68M	1	3.53%	Reduced
247	South Dakota Investment Council Sioux Falls, South Dakota	$12.7M	-$1.26M	1	0.28%	Reduced
248	Jennison Associates New York	$12.5M	-$11.8M	1	0.01%	Reduced
249	Commonwealth Equity Services Waltham, Massachusetts	$12.4M	+$333K	3	0.06%	Increased
250	Royce & Associates New York	$12.4M	+$1.31M	4	0.09%	Increased