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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	GIM Goelzer Investment Management Carmel, Indiana	$7.86M	-$22.4K	1	0.72%	Reduced
302	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.86M	+$1.39M	4	0.11%	Increased
303	Advisors Asset Management Monument, Colorado	$7.78M	+$334K	2	0.12%	Increased
304	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$7.74M	-$6.72M	2	0.55%	Reduced
305	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$7.61M	+$41.3K	1	1.03%	Increased
306	Creative Planning Overland Park, Kansas	$7.59M	+$1.44M	2	0.02%	Increased
307	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$7.59M	-$18.5K	1	0.89%	Reduced
308	Los Angeles Capital Management Los Angeles, California	$7.59M	-$1.99M	4	0.03%	Reduced
309	Colony Group Boston, Massachusetts	$7.55M	-$200K	2	0.17%	Reduced
310	GIA Granite Investment Advisors Concord, New Hampshire	$7.46M	-$568K	1	1.33%	Reduced
311	RNC Capital Management Los Angeles, California	$7.46M	+$240K	1	0.46%	Increased
312	Advisors Capital Management Ridgewood, New Jersey	$7.44M	+$497K	1	0.28%	Increased
313	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$7.44M	-$32.8K	1	5.61%	Reduced
314	GAMCO Investors Greenwich, Connecticut	$7.42M	+$71.5K	2	0.07%	Increased
315	Private Advisor Group Morristown, New Jersey	$7.41M	+$1.58M	2	0.08%	Increased
316	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.33M	-$476K	4	0.11%	Reduced
317	Calamos Advisors Naperville, Illinois	$7.3M	-$298K	1	0.04%	Reduced
318	TCOV Trust Company of Vermont Brattleboro, Vermont	$7.27M	-$53.6K	3	0.58%	Reduced
319	CIS Connors Investor Services Wyomissing, Pennsylvania	$7.23M	+$6.8M	1	0.9%	New
320	PEAK6 Investments Chicago, Illinois	$7.23M	+$4.18M	3	0.02%	Increased
321	LNB Ledyard National Bank	$7.14M	-$2.37K	1	0.82%	Reduced
322	Cambridge Investment Research Advisors Fairfield, Iowa	$7.14M	+$892K	3	0.04%	Increased
323	MP McDonald Partners Cleveland, Ohio	$7.14M	+$6.73M	2	2.01%	New
324	RP Rice Partnership Honolulu, Hawaii	$7.06M	+$132K	1	2.64%	Increased
325	PP Prospector Partners Guilford, Connecticut	$7.05M	-$45.2K	1	0.88%	Reduced