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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	AMG National Trust Bank Greenwood Village, Colorado	$7.78M	+$2.15M	2	0.48%	Increased
302	Wilmington Savings Fund Society Wilmington, Delaware	$7.78M	+$163K	1	0.42%	Increased
303	WC Walthausen & Co Malta, New York	$7.7M	-$1.22M	1	1%	Reduced
304	AC Albar Capital London, United Kingdom	$7.65M	+$7.24M	1	2.66%	New
305	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.55M	-$35.9K	4	0.15%	Reduced
306	First National Bank of Omaha Omaha, Nebraska	$7.48M	+$406K	1	0.51%	Increased
307	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.47M	+$104K	1	1.05%	Increased
308	Utah Retirement Systems Salt Lake City, Utah	$7.46M	+$96.5K	2	0.15%	Increased
309	OAM Oxford Asset Management Oxford, United Kingdom	$7.44M	+$5.21M	3	0.16%	Increased
310	Carnegie Investment Counsel Pepper Pike, Ohio	$7.3M	+$518K	3	0.5%	Increased
311	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$7.3M	-$721K	1	0.46%	Reduced
312	Moore Capital Management New York	$7.28M	+$7.06M	2	0.22%	New
313	MC Moors & Cabot Boston, Massachusetts	$7.23M	+$740K	3	0.98%	Increased
314	Public Employees Retirement Association of Colorado Denver, Colorado	$7.09M	+$124K	2	0.05%	Increased
315	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.07M	+$270K	1	0.94%	Increased
316	Stephens Inc Little Rock, Arkansas	$6.99M	+$837K	2	0.17%	Increased
317	Busey Bank Urbana, Illinois	$6.97M	-$46.3K	2	0.63%	Reduced
318	GIA Granite Investment Advisors Concord, New Hampshire	$6.94M	+$75.1K	1	1.33%	Increased
319	Cambridge Investment Research Advisors Fairfield, Iowa	$6.93M	+$3.87M	2	0.07%	Increased
320	ECG Edge Capital Group Atlanta, Georgia	$6.83M	+$114K	1	0.67%	Increased
321	UR USCA RIA Houston, Texas	$6.74M	+$3.41M	1	0.73%	Increased
322	GC GMT Capital Atlanta, Georgia	$6.67M	+$7.06M	1	0.22%	New
323	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$6.65M	-$90.6K	1	1.76%	Reduced
324	VDBMI Van Den Berg Management I Austin, Texas	$6.63M	-$37K	1	0.91%	Reduced
325	Norinchukin Bank Tokyo, Japan	$6.57M	+$76.6K	1	0.08%	Increased