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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	Jane Street New York	$15.4M	-$21.6M	6	0.01%	Reduced
252	Colony Group Boston, Massachusetts	$15.3M	+$1.88M	3	0.22%	Increased
253	Yousif Capital Management Bloomfield Hills, Michigan	$15.3M	+$12.9K	5	0.2%	Increased
254	LI Leeward Investments Boston, Massachusetts	$15.2M	-$457K	1	0.67%	Reduced
255	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$15.1M	+$2.16M	4	0.13%	Increased
256	ExodusPoint Capital Management New York	$15.1M	+$1.48M	3	0.22%	Increased
257	State of Alaska Department of Revenue Juneau, Alaska	$15.1M	-$84.7K	4	0.19%	Reduced
258	VHAM Van Hulzen Asset Management El Dorado Hills, California	$14.8M	+$731K	1	1.7%	Increased
259	WIC Willis Investment Counsel Gainesville, Georgia	$14.7M	$0	1	0.94%	Maintained
260	CIA CCM Investment Advisers Columbia, South Carolina	$14.7M	-$1.67M	1	2.33%	Reduced
261	WhitTier Trust Company Reno, Nevada	$14.7M	-$121K	4	0.58%	Reduced
262	Calamos Advisors Naperville, Illinois	$14.7M	-$2.53M	1	0.07%	Reduced
263	Mutual of America Capital Management New York	$14.5M	+$13.8M	3	0.18%	Increased
264	Swiss Life Asset Management Zurich,	$14.3M	+$728K	1	0.24%	Increased
265	Bragg Financial Advisors Charlotte, North Carolina	$14.3M	+$113K	1	0.87%	Increased
266	TPSF Texas Permanent School Fund Austin, Texas	$14.2M	-$150K	4	0.22%	Reduced
267	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.2M	+$192K	1	1.23%	Increased
268	WesBanco Bank Wheeling, West Virginia	$14.1M	-$223K	1	0.63%	Reduced
269	Busey Bank Urbana, Illinois	$14.1M	-$227K	2	0.64%	Reduced
270	Cerity Partners New York	$14M	+$7.12M	2	0.09%	Increased
271	Första AP-fonden Stockholm, Sweden	$13.9M	+$2.04M	1	0.16%	Increased
272	GAI General American Investors New York	$13.5M	-$9.2M	1	1.32%	Reduced
273	CIS Connors Investor Services Wyomissing, Pennsylvania	$13.5M	+$82.8K	1	1.69%	Increased
274	SAM Scopus Asset Management New York	$13.5M	-$18.1M	1	0.37%	Reduced
275	Stephens Inc Little Rock, Arkansas	$13.3M	+$901K	1	0.27%	Increased