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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
401	CIBC Private Wealth Group Atlanta, Georgia	$3.73M	+$329K	1	0.03%	Increased
402	CF CNA Financial Chicago, Illinois	$3.73M	$0	1	0.68%	Maintained
403	DC Deere & Company Moline, Illinois	$3.65M	+$2.31M	2	0.2%	Increased
404	SFS Strategic Financial Services Utica, New York	$3.65M	+$40.1K	1	1.01%	Increased
405	PWPCM Perella Weinberg Partners Capital Management New York	$3.61M	+$3.47M	1	0.27%	New
406	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.61M	-$22.3K	3	0.17%	Reduced
407	Weiss Multi-Strategy Advisers New York	$3.55M	-$4.84M	1	0.08%	Reduced
408	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.51M	+$131K	2	0.52%	Increased
409	EWM Edge Wealth Management New York	$3.49M	+$25.1K	2	1.45%	Increased
410	BB&T Securities Richmond, Virginia	$3.49M	+$505K	1	0.08%	Increased
411	IHL Investment House LLC Redondo Beach, California	$3.48M	+$530K	1	0.6%	Increased
412	MCM Marathon Capital Management Hunt Valley, Maryland	$3.46M	-$83.5K	1	2.78%	Reduced
413	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.46M	+$3.32M	1	0.58%	New
414	Sumitomo Life Insurance Tokyo, Japan	$3.41M	-$523K	1	0.33%	Reduced
415	Carnegie Investment Counsel Pepper Pike, Ohio	$3.37M	+$222K	1	0.77%	Increased
416	MIM Marco Investment Management Atlanta, Georgia	$3.35M	+$92.8K	1	0.64%	Increased
417	GL GLG LLC New York	$3.34M	+$14.9K	1	0.1%	Increased
418	SAM Securian Asset Management St Paul, Minnesota	$3.29M	+$2.67K	1	0.11%	Increased
419	NPA Nichols & Pratt Advisers Boston, Massachusetts	$3.25M	-$584K	2	0.28%	Reduced
420	LM Lincluden Management Mississauga, Ontario, Canada	$3.24M	+$383K	1	0.3%	Increased
421	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.23M	+$11.5K	1	0.66%	Increased
422	Ameritas Investment Partners Lincoln, Nebraska	$3.22M	-$13.4K	1	0.23%	Reduced
423	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.21M	-$3.34K	1	1.45%	Reduced
424	QIM Quantitative Investment Management Charlottesville, Virginia	$3.18M	+$2.47M	1	0.57%	Increased
425	TA Teton Advisors Rye, New York	$3.18M	-$891K	2	0.21%	Reduced