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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	Wolverine Asset Management Chicago, Illinois	$14M	+$11.7M	2	0.19%	Increased
227	MetLife Investment Management Whippany, New Jersey	$14M	+$3.4M	4	0.04%	Increased
228	Putnam Investments Boston, Massachusetts	$13.9M	+$9.62M	3	0.03%	Increased
229	GGI Godsey & Gibb Inc Richmond, Virginia	$13.9M	+$1.96M	1	2.11%	Increased
230	AIC AWM Investment Company New York	$13.9M	-$4.19M	1	2.73%	Reduced
231	TIP Torray Investment Partners Bethesda, Maryland	$13.8M	-$54.1K	1	1.46%	Reduced
232	Oregon Public Employees Retirement Fund Tigard, Oregon	$13.7M	+$119K	4	0.19%	Increased
233	Kornitzer Capital Management Shawnee Mission, Kansas	$13.7M	+$8.84M	3	0.25%	Increased
234	TU TDAM USA Toronto, Ontario, Canada	$13.4M	-$1.92M	2	0.95%	Reduced
235	Commonwealth Equity Services Waltham, Massachusetts	$13.3M	+$382K	3	0.06%	Increased
236	Eastern Bank Boston, Massachusetts	$13.1M	-$5.79K	1	0.88%	Reduced
237	Royce & Associates New York	$13M	-$961K	3	0.11%	Reduced
238	RCM Riverhead Capital Management Wilmington, Delaware	$12.9M	+$6.42M	3	0.53%	Increased
239	Associated Banc-Corp Green Bay, Wisconsin	$12.9M	-$1.01M	1	0.75%	Reduced
240	Hancock Whitney Gulfport, Mississippi	$12.9M	-$801K	1	0.41%	Reduced
241	AIM Avity Investment Management Greenwich, Connecticut	$12.7M	-$11.3M	1	1.54%	Reduced
242	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.7M	+$168K	1	2.27%	Increased
243	Meyer Handelman Company Rye Brook, New York	$12.6M	+$57.2K	2	0.65%	Increased
244	GAI General American Investors New York	$12.4M	$0	1	1.23%	Maintained
245	AR Advisory Research Chicago, Illinois	$12.2M	+$238K	1	0.24%	Increased
246	NA Neuburgh Advisers Los Angeles, California	$12.1M	+$5.86M	2	0.41%	Increased
247	SCM SKBA Capital Management San Francisco, California	$12M	-$923K	1	1.93%	Reduced
248	LPU Lansdowne Partners (UK) London, United Kingdom	$11.8M	-$7.09M	1	0.26%	Reduced
249	1M 13D Management New York	$11.6M	+$478K	1	3.44%	Increased
250	KBC Group Brussels, Belgium	$11.6M	-$2.66M	3	0.1%	Reduced