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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	Commonwealth Equity Services Waltham, Massachusetts	$11.3M	+$1.58M	3	0.06%	Increased
227	Eastern Bank Boston, Massachusetts	$11.2M	-$1.29M	1	0.83%	Reduced
228	Arrowstreet Capital Boston, Massachusetts	$11.1M	+$11.5M	2	0.03%	Increased
229	1M 13D Management New York	$11.1M	+$804K	1	3.58%	Increased
230	SCM SKBA Capital Management San Francisco, California	$11.1M	-$860K	1	1.8%	Reduced
231	Zurich Insurance Group Zurich, Switzerland	$10.7M	+$56.9K	1	0.26%	Increased
232	Meyer Handelman Company Rye Brook, New York	$10.7M	+$23.5K	2	0.6%	Increased
233	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$1M	1	2.09%	Increased
234	Copeland Capital Management Conshohocken, Pennsylvania	$10.6M	+$1.67M	1	0.76%	Increased
235	GAI General American Investors New York	$10.6M	+$1.87M	1	1.11%	Increased
236	British Columbia Investment Management Victoria, British Columbia, Canada	$10.2M	+$631K	1	0.09%	Increased
237	AR Advisory Research Chicago, Illinois	$10.2M	-$153K	1	0.22%	Reduced
238	ABC Anchor Bolt Capital Chicago, Illinois	$10.1M	-$34.7M	1	0.71%	Reduced
239	GGI Godsey & Gibb Inc Richmond, Virginia	$10.1M	-$732K	1	1.82%	Reduced
240	SAM Scopus Asset Management New York	$10.1M	-$16M	2	0.66%	Reduced
241	Nordea Investment Management Stockholm, Sweden	$10M	+$616K	2	0.02%	Increased
242	LPL Financial San Diego, California	$9.99M	-$450K	3	0.03%	Reduced
243	State of Alaska Department of Revenue Juneau, Alaska	$9.96M	+$328K	4	0.19%	Increased
244	TW Transform Wealth Greenwood Village, Colorado	$9.95M	-$1.59M	2	2.05%	Reduced
245	MC Martin Currie Edinburgh, United Kingdom	$9.82M	+$230K	1	0.8%	Increased
246	HighTower Advisors Chicago, Illinois	$9.55M	-$1.55M	2	0.07%	Reduced
247	MCIM Meadow Creek Investment Management Atlanta, Georgia	$9.53M	+$7.32M	2	0.22%	Increased
248	PP Prospector Partners Guilford, Connecticut	$9.26M	+$651K	2	1.44%	Increased
249	DA Denali Advisors San Diego, California	$9.21M	-$4.22M	1	1.54%	Reduced
250	LIC Lodestar Investment Counsel Chicago, Illinois	$9.13M	+$763K	1	1.11%	Increased