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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
376	Curi RMB Capital Chicago, Illinois	$3.64M	-$182K	2	0.22%	Reduced
377	PFC Phocas Financial Corp Alameda, California	$3.62M	+$4.06M	1	0.32%	New
378	IHL Investment House LLC Redondo Beach, California	$3.58M	+$814K	1	0.6%	Increased
379	HR Howe & Rusling Rochester, New York	$3.56M	+$520K	3	0.83%	Increased
380	GPC Glacier Peak Capital Bellevue, Washington	$3.55M	+$550K	1	1.96%	Increased
381	BOK Financial Tulsa, Oklahoma	$3.52M	-$7.23M	2	0.12%	Reduced
382	BCM Bourgeon Capital Management Darien, Connecticut	$3.47M	+$993K	1	2.03%	Increased
383	Twin Tree Management Dallas, Texas	$3.46M	+$3.87M	1	0.09%	New
384	Voloridge Investment Management Jupiter, Florida	$3.4M	+$3.81M	1	0.16%	New
385	People's United Financial Bridgeport, Connecticut	$3.39M	+$162K	2	0.18%	Increased
386	Central Trust Company Jefferson City, Missouri	$3.32M	-$722K	2	0.26%	Reduced
387	MCM Marathon Capital Management Hunt Valley, Maryland	$3.3M	-$65.3K	1	2.98%	Reduced
388	MC Middleton & Co Boston, Massachusetts	$3.27M	-$281K	1	0.77%	Reduced
389	ST Semper Trust King Of Prussia, Pennsylvania	$3.22M	-$1.11M	1	1.58%	Reduced
390	MP Manifold Partners San Francisco, California	$3.21M	+$3.6M	1	2.15%	New
391	LM Lincluden Management Mississauga, Ontario, Canada	$3.21M	+$57.6K	1	0.31%	Increased
392	PP Patten & Patten Chattanooga, Tennessee	$3.2M	+$913K	1	0.51%	Increased
393	CIBC Private Wealth Group Atlanta, Georgia	$3.18M	+$126K	1	0.03%	Increased
394	VCAM Van Cleef Asset Management Beachwood, Ohio	$3.18M	-$957K	2	1.3%	Reduced
395	Baker Avenue Asset Management San Francisco, California	$3.18M	+$3.25M	1	0.44%	New
396	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.16M	+$505K	1	0.74%	Increased
397	PRC Platte River Capital Denver, Colorado	$3.13M	-$2.34M	1	0.81%	Reduced
398	ECM EagleClaw Capital Management Boston, Massachusetts	$3.13M	+$16K	1	2.12%	Increased
399	FTC Farmers Trust Company Youngstown, Ohio	$3.12M	-$74.5K	1	1.06%	Reduced
400	B BP London, United Kingdom	$3.1M	$0	1	0.09%	Maintained