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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
251	Oppenheimer & Co New York	$10.1M	-$3.6M	2	0.3%	Reduced
252	Kennedy Capital Management St Louis, Missouri	$9.99M	-$1.7M	1	0.19%	Reduced
253	DIA Denver Investment Advisors Denver, Colorado	$9.97M	+$10M	1	0.3%	Increased
254	SG Americas Securities New York	$9.97M	-$10.9M	3	0.06%	Reduced
255	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$9.81M	-$75.7K	1	2.5%	Reduced
256	Glenmede Trust Philadelphia, Pennsylvania	$9.75M	-$180K	2	0.09%	Reduced
257	RCYC Richard C. Young & Co Newport, Rhode Island	$9.66M	+$468K	1	1.96%	Increased
258	Citigroup New York	$9.62M	-$1.45M	6	0.01%	Reduced
259	AC AFAM Capital Austin, Texas	$9.56M	+$21.2K	1	1.2%	Increased
260	MCM McRae Capital Management Morristown, New Jersey	$9.51M	+$31.5K	1	4.58%	Increased
261	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.47M	-$793K	1	0.05%	Reduced
262	ORIO Old Republic International (ORI) Chicago, Illinois	$9.42M	$0	1	0.82%	Maintained
263	HA Heartland Advisors Milwaukee, Wisconsin	$9.38M	+$680K	2	0.16%	Increased
264	ExxonMobil Investment Management Irving, Texas	$9.36M	-$237K	1	0.21%	Reduced
265	IRF IBM Retirement Fund Armonk, New York	$9.33M	-$35.4K	1	0.18%	Reduced
266	GAI General American Investors New York	$8.95M	+$8.61M	1	0.73%	New
267	Manning & Napier Advisors Fairport, New York	$8.76M	+$3.21M	2	0.03%	Increased
268	BPBT Boston Private Bank & Trust Boston, Massachusetts	$8.73M	+$879K	2	0.42%	Increased
269	BCAM Boston Common Asset Management Boston, Massachusetts	$8.62M	-$2.13M	1	0.47%	Reduced
270	AAM ACK Asset Management Greenwich, Connecticut	$8.6M	+$8.31M	1	2.58%	New
271	GC Gratry & Company Beachwood, Ohio	$8.5M	-$771K	1	3.34%	Reduced
272	Brown Advisory Baltimore, Maryland	$8.47M	-$433K	2	0.03%	Reduced
273	GCM Grisanti Capital Management New York	$8.47M	+$21.5K	1	3.57%	Increased
274	PCM Peg Capital Management Canaan, New Hampshire	$8.34M	-$54.5K	1	3.64%	Reduced
275	KCA KR Capital Advisors New York	$8.31M	-$4.96M	1	1.89%	Reduced