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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	Stephens Inc Little Rock, Arkansas	$3.63M	+$109K	1	0.15%	Increased
352	Kennedy Capital Management St Louis, Missouri	$3.62M	+$3.32M	2	0.06%	Increased
353	Walleye Trading New York	$3.58M	-$80.9K	3	0.03%	Reduced
354	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$3.48M	-$67.3K	1	0.02%	Reduced
355	William Blair & Company Chicago, Illinois	$3.47M	+$196K	2	0.03%	Increased
356	TF Trutina Financial Bellevue, Washington	$3.42M	-$45K	1	4.46%	Reduced
357	CIBC Asset Management Toronto, Ontario, Canada	$3.39M	+$21.6K	1	0.02%	Increased
358	BIC Bridges Investment Counsel Omaha, Nebraska	$3.37M	-$221K	1	0.82%	Reduced
359	ECM Estabrook Capital Management New York	$3.32M	-$125K	1	0.52%	Reduced
360	Putnam Investments Boston, Massachusetts	$3.31M	-$50.7K	2	0.01%	Reduced
361	FNT First Nebraska Trust Lincoln, Nebraska	$3.3M	-$6.56K	1	0.79%	Reduced
362	Ameritas Investment Partners Lincoln, Nebraska	$3.27M	+$750K	1	0.16%	Increased
363	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.26M	+$151K	1	0.15%	Increased
364	TA Teton Advisors Rye, New York	$3.24M	$0	2	0.33%	Maintained
365	LNB Ledyard National Bank	$3.23M	-$2.89K	2	0.57%	Reduced
366	ECM EagleClaw Capital Management Boston, Massachusetts	$3.21M	$0	1	2.02%	Maintained
367	Bridgeway Capital Management Houston, Texas	$3.17M	$0	2	0.04%	Maintained
368	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.17M	+$8.07K	1	0.07%	Increased
369	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.16M	-$339K	1	1.67%	Reduced
370	VAM Visionary Asset Management Houston, Texas	$3.13M	+$167K	1	1.02%	Increased
371	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$3.1M	-$9.6K	1	3.24%	Reduced
372	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.08M	-$965K	2	0.11%	Reduced
373	MIM Marco Investment Management Atlanta, Georgia	$3.07M	-$6.56K	1	0.54%	Reduced
374	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.04M	+$40.4K	1	1.41%	Increased
375	IRF IBM Retirement Fund Armonk, New York	$3.02M	-$16K	1	0.13%	Reduced