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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	CM Capital Management Glen Allen, Virginia	$4.39M	+$4.26M	1	1.12%	New
402	CG Clinton Group New York	$4.36M	+$4.11M	1	1.56%	New
403	SAM Securian Asset Management St Paul, Minnesota	$4.34M	-$41.9K	2	0.1%	Reduced
404	Verition Fund Management Greenwich, Connecticut	$4.3M	+$1.98M	3	0.15%	Increased
405	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.28M	+$328K	1	0.61%	Increased
406	BCM Bourgeon Capital Management Darien, Connecticut	$4.23M	+$378K	1	2.18%	Increased
407	TIM Thompson Investment Management Madison, Wisconsin	$4.23M	+$12.5K	1	0.75%	Increased
408	Cambridge Investment Research Advisors Fairfield, Iowa	$4.22M	+$417K	2	0.04%	Increased
409	CIBC Asset Management Toronto, Ontario, Canada	$4.21M	-$63.6K	2	0.03%	Reduced
410	Barings Charlotte, North Carolina	$4.19M	-$303K	1	0.06%	Reduced
411	FNT First Nebraska Trust Lincoln, Nebraska	$4.19M	-$133K	1	0.71%	Reduced
412	WesBanco Bank Wheeling, West Virginia	$4.17M	-$49.1K	1	0.21%	Reduced
413	ECM EagleClaw Capital Management Boston, Massachusetts	$4.11M	$0	1	1.8%	Maintained
414	Lincoln National Corp Radnor, Pennsylvania	$4.11M	-$144K	1	0.14%	Reduced
415	M MOTCO San Antonio, Texas	$4.06M	+$48.1K	2	0.4%	Increased
416	PT Plimoth Trust Plymouth, Massachusetts	$4.06M	-$82.4K	1	1.31%	Reduced
417	First National Trust Hermitage, Pennsylvania	$4.06M	+$54.6K	1	0.41%	Increased
418	BDS Banco de Sabadell Miami, Florida	$4.04M	-$27.4K	3	0.44%	Reduced
419	Johnson Investment Counsel Cincinnati, Ohio	$4.01M	+$39K	3	0.09%	Increased
420	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.01M	-$5.5K	3	0.17%	Reduced
421	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.99M	+$161K	4	0.02%	Increased
422	FTC Farmers Trust Company Youngstown, Ohio	$3.99M	+$3.14M	1	1.12%	Increased
423	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.98M	-$21K	1	1.79%	Reduced
424	JFA JNBA Financial Advisors Bloomington, Minnesota	$3.98M	+$3.74M	1	1.79%	Increased
425	Williams Jones & Associates New York	$3.97M	-$731K	1	0.08%	Reduced