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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
276	Howard Capital Management Roswell, Georgia	$7.83M	+$7.7M	1	1.25%	New
277	TCM Tygh Capital Management Portland, Oregon	$7.7M	-$182K	1	1.45%	Reduced
278	ARTA A.R.T. Advisors New York	$7.68M	+$6.5M	2	0.34%	Increased
279	GHCM Glen Harbor Capital Management San Diego, California	$7.48M	+$1.44M	3	0.17%	Increased
280	MC Moors & Cabot Boston, Massachusetts	$7.48M	+$233K	2	0.99%	Increased
281	AA Apriem Advisors Irvine, California	$7.44M	-$249K	1	1.84%	Reduced
282	NIMC NWQ Investment Management Company Los Angeles, California	$7.38M	-$179K	1	0.1%	Reduced
283	LPU Lansdowne Partners (UK) London, United Kingdom	$7.34M	-$12.7M	1	0.07%	Reduced
284	State of Alaska Department of Revenue Juneau, Alaska	$7.28M	+$2.03M	3	0.17%	Increased
285	Bank of Nova Scotia Toronto, Ontario, Canada	$7.23M	+$6.2M	1	0.03%	Increased
286	Zurich Insurance Group Zurich, Switzerland	$7.19M	+$592K	1	0.17%	Increased
287	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.13M	$0	1	0.06%	Maintained
288	Capital Fund Management (CFM) Paris, France	$7.1M	+$3.32M	1	0.04%	Increased
289	Sterling Capital Management Charlotte, North Carolina	$7.09M	+$6.69M	2	0.06%	Increased
290	CIBC World Markets New York	$7.04M	+$1.89M	1	0.05%	Increased
291	Lincoln National Corp Radnor, Pennsylvania	$6.99M	+$3.38M	1	0.21%	Increased
292	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.96M	-$2.03M	1	0.1%	Reduced
293	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.95M	-$39.9K	1	3.67%	Reduced
294	Quantbot Technologies New York	$6.91M	+$1.95M	1	0.64%	Increased
295	FCI Financial Counselors Inc Overland Park, Kansas	$6.8M	+$4.12M	1	0.31%	Increased
296	Caxton Associates (New York) New York	$6.64M	+$4.87M	2	0.33%	Increased
297	SIM Sonora Investment Management Tucson, Arizona	$6.59M	+$6.24M	2	1.06%	Increased
298	Carnegie Investment Counsel Pepper Pike, Ohio	$6.57M	+$1.15M	1	0.58%	Increased
299	Utah Retirement Systems Salt Lake City, Utah	$6.56M	+$93.3K	1	0.14%	Increased
300	PCM Palouse Capital Management Spokane, Washington	$6.47M	-$1.87K	1	2.19%	Reduced