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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
351	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$5.56M	+$170K	1	3.32%	Increased
352	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.55M	-$28.1K	1	1.23%	Reduced
353	SCM Salem Capital Management Woburn, Massachusetts	$5.53M	-$105K	1	2.39%	Reduced
354	Calamos Wealth Management Naperville, Illinois	$5.53M	+$906K	1	1.7%	Increased
355	Commerce Bank Kansas City, Missouri	$5.52M	+$535K	2	0.1%	Increased
356	PIM Progressive Investment Management Lake Oswego, Oregon	$5.51M	+$22.6K	1	1.89%	Increased
357	MAA Matrix Asset Advisors White Plains, New York	$5.48M	+$364K	1	0.66%	Increased
358	Azimuth Capital Management Bloomfield Hills, Michigan	$5.43M	+$231K	1	0.65%	Increased
359	CAM Cypress Asset Management Houston, Texas	$5.39M	+$90.4K	1	0.94%	Increased
360	Tocqueville Asset Management New York	$5.37M	+$157K	1	0.07%	Increased
361	SAM Sentinel Asset Management Montpelier, Vermont	$5.34M	+$2.35M	1	0.1%	Increased
362	LM Luminus Management Houston, Texas	$5.32M	-$1.44M	1	0.31%	Reduced
363	GA Geneva Advisors Chicago, Illinois	$5.32M	+$641K	2	0.1%	Increased
364	Segall Bryant & Hamill Chicago, Illinois	$5.29M	+$271K	2	0.12%	Increased
365	BPB Badgley, Phelps & Bell Seattle, Washington	$5.27M	+$4.92M	1	0.55%	New
366	TA Teton Advisors Rye, New York	$5.25M	-$667K	2	0.37%	Reduced
367	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$5.24M	+$195K	1	0.3%	Increased
368	Commonwealth Equity Services Waltham, Massachusetts	$5.19M	+$535K	3	0.08%	Increased
369	FM Family Management New York	$5.18M	+$518K	1	2.98%	Increased
370	Central Trust Company Jefferson City, Missouri	$5.16M	+$3.07K	2	0.43%	Increased
371	QIM Quantitative Investment Management Charlottesville, Virginia	$5.14M	+$484K	2	0.5%	Increased
372	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.13M	+$569K	1	0.14%	Increased
373	FPCM Financial Partners Capital Management New York	$5.1M	-$89K	1	1.68%	Reduced
374	ST Semper Trust King Of Prussia, Pennsylvania	$5.1M	-$189K	1	2.1%	Reduced
375	Panagora Asset Management Boston, Massachusetts	$5.09M	-$880K	4	0.02%	Reduced