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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	UR USCA RIA Houston, Texas	$9.32M	+$836K	1	1.03%	Increased
252	Cullen Capital Management New York	$9.29M	-$2.25M	2	0.33%	Reduced
253	Howard Capital Management Roswell, Georgia	$9.18M	+$1.3M	1	1.16%	Increased
254	Royce & Associates New York	$9.13M	-$103K	3	0.06%	Reduced
255	VanEck Associates New York	$9.06M	+$380K	1	0.05%	Increased
256	Congress Asset Management Boston, Massachusetts	$9.04M	+$1.03M	2	0.13%	Increased
257	Conning Inc Hartford, Connecticut	$8.96M	-$627K	2	0.29%	Reduced
258	WIM Wilen Investment Management Bonita Springs, Florida	$8.89M	-$135K	2	6.08%	Reduced
259	AC AFAM Capital Austin, Texas	$8.86M	-$148K	1	0.97%	Reduced
260	Segall Bryant & Hamill Chicago, Illinois	$8.82M	-$3.02M	4	0.2%	Reduced
261	Gradient Investments Arden Hills, Minnesota	$8.64M	+$666K	2	0.47%	Increased
262	Los Angeles Capital Management Los Angeles, California	$8.64M	-$13.6M	2	0.05%	Reduced
263	Oppenheimer Asset Management New York	$8.58M	+$308K	1	0.22%	Increased
264	TCM Tygh Capital Management Portland, Oregon	$8.54M	+$1.4M	1	1.62%	Increased
265	Envestnet Asset Management Chicago, Illinois	$8.52M	-$7.95M	2	0.02%	Reduced
266	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$8.51M	-$243K	1	2.38%	Reduced
267	Hudson Bay Capital Management Stamford, Connecticut	$8.49M	+$8.72M	1	0.18%	New
268	Xact Kapitalforvaltning Stockholm, Sweden	$8.44M	+$355K	1	0.19%	Increased
269	EA Evanston Advisors Schaumburg, Illinois	$8.42M	-$52.9K	1	1.96%	Reduced
270	Arrowstreet Capital Boston, Massachusetts	$8.41M	-$37M	2	0.02%	Reduced
271	Synovus Financial Columbus, Georgia	$8.36M	+$2.08M	2	0.14%	Increased
272	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.34M	+$58.1K	2	1.23%	Increased
273	Laurion Capital Management New York	$8.31M	-$3.33M	1	0.07%	Reduced
274	DAM Delta Asset Management Memphis, Tennessee	$8.19M	+$75.2K	1	1.22%	Increased
275	GIA Granite Investment Advisors Concord, New Hampshire	$8.17M	+$8.39M	1	1.5%	New