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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	PIM Progressive Investment Management Lake Oswego, Oregon	$6.67M	+$49.5K	1	2.15%	Increased
302	Truist Financial Charlotte, North Carolina	$6.57M	-$914K	2	0.2%	Reduced
303	SPC Stewart & Patten Company Lafayette, California	$6.57M	-$123K	1	1.32%	Reduced
304	Welch & Forbes Boston, Massachusetts	$6.53M	-$338K	1	0.21%	Reduced
305	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.53M	-$23.9K	2	2.83%	Reduced
306	TCOV Trust Company of Vermont Brattleboro, Vermont	$6.51M	+$449K	2	1%	Increased
307	Wilmington Savings Fund Society Wilmington, Delaware	$6.51M	-$895K	1	0.36%	Reduced
308	BIC Bridges Investment Counsel Omaha, Nebraska	$6.5M	-$260K	1	1.49%	Reduced
309	Utah Retirement Systems Salt Lake City, Utah	$6.39M	-$163K	1	0.18%	Reduced
310	PRC Platte River Capital Denver, Colorado	$6.36M	-$218K	1	0.96%	Reduced
311	AA Apriem Advisors Irvine, California	$6.25M	-$121K	2	2.39%	Reduced
312	Scout Investments Kansas City, Missouri	$6.2M	-$112K	1	0.07%	Reduced
313	Kornitzer Capital Management Shawnee Mission, Kansas	$6.19M	-$1.84M	1	0.07%	Reduced
314	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$6.18M	+$855K	2	1.5%	Increased
315	NCM Northroad Capital Management New York	$6.17M	+$238K	1	2.15%	Increased
316	DVM Dreman Value Management West Palm Beach, Florida	$6.11M	+$280K	2	0.46%	Increased
317	MIS Morningstar Investment Services Chicago, Illinois	$5.94M	+$2.14M	1	0.35%	Increased
318	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.94M	+$57.7K	1	0.05%	Increased
319	SAS Spectrum Advisory Services Atlanta, Georgia	$5.91M	$0	1	2.04%	Maintained
320	AQR Capital Management Greenwich, Connecticut	$5.9M	+$43.5K	1	0.02%	Increased
321	Calamos Wealth Management Naperville, Illinois	$5.9M	+$52.5K	1	1.68%	Increased
322	DIA Davidson Investment Advisors Great Falls, Montana	$5.87M	-$9.35K	1	0.86%	Reduced
323	BPB Badgley, Phelps & Bell Seattle, Washington	$5.83M	+$14.2K	1	0.58%	Increased
324	AF Ally Financial Detroit, Michigan	$5.79M	$0	1	0.68%	Maintained
325	PA Para Advisors New York	$5.79M	-$1.22M	1	3.36%	Reduced