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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
301	PA Para Advisors New York	$6.87M	+$6.74M	1	3.25%	New
302	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.84M	+$36.6K	1	0.11%	Increased
303	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.74M	-$103K	1	1.12%	Reduced
304	NCM Northroad Capital Management New York	$6.66M	-$208K	1	2.41%	Reduced
305	BIC Bridges Investment Counsel Omaha, Nebraska	$6.59M	-$74.8K	1	1.53%	Reduced
306	Gotham Asset Management New York	$6.58M	+$2.79M	2	0.1%	Increased
307	VCAM Van Cleef Asset Management Beachwood, Ohio	$6.57M	+$56.3K	2	2.88%	Increased
308	NCM Novare Capital Management Charlotte, North Carolina	$6.56M	+$764K	1	1.75%	Increased
309	DVM Dreman Value Management West Palm Beach, Florida	$6.53M	+$257K	2	0.5%	Increased
310	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.5M	+$873K	2	1.07%	Increased
311	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.46M	-$189K	2	3.02%	Reduced
312	PIM Progressive Investment Management Lake Oswego, Oregon	$6.44M	+$980K	1	2.07%	Increased
313	Bridges Investment Management Omaha, Nebraska	$6.42M	+$201K	1	1.34%	Increased
314	PRC Platte River Capital Denver, Colorado	$6.41M	-$186K	1	0.87%	Reduced
315	Utah Retirement Systems Salt Lake City, Utah	$6.38M	+$44.2K	1	0.18%	Increased
316	BCMNY Buckingham Capital Management (New York) New York	$6.35M	+$303K	1	0.59%	Increased
317	EP Wealth Advisors Torrance, California	$6.28M	+$416K	1	1.72%	Increased
318	AA Apriem Advisors Irvine, California	$6.22M	-$166K	2	2.35%	Reduced
319	VCM Vigilant Capital Management Portland, Maine	$6.15M	+$319K	3	1.45%	Increased
320	TIM Thompson Investment Management Madison, Wisconsin	$6.12M	-$95.3K	1	1.22%	Reduced
321	Manning & Napier Advisors Fairport, New York	$6.08M	-$11.2M	1	0.03%	Reduced
322	Commerce Bank Kansas City, Missouri	$5.96M	+$565K	2	0.1%	Increased
323	LPL Financial San Diego, California	$5.9M	-$1.02M	2	0.04%	Reduced
324	PP Palladium Partners Norfolk, Virginia	$5.8M	-$1.42M	1	0.53%	Reduced
325	SAS Spectrum Advisory Services Atlanta, Georgia	$5.75M	-$27.6K	1	2.06%	Reduced