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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	ACM Arosa Capital Management Miami Beach, Florida	$14.1M	-$719K	1	8.3%	Reduced
402	Chicago Capital Chicago, Illinois	$14M	+$8.89M	1	0.43%	Increased
403	Synovus Financial Columbus, Georgia	$13.9M	-$178K	2	0.18%	Reduced
404	BCM Bourgeon Capital Management Darien, Connecticut	$13.8M	+$117K	1	2.7%	Increased
405	RP Rice Partnership Honolulu, Hawaii	$13.8M	-$188K	1	3.25%	Reduced
406	Brown Advisory Baltimore, Maryland	$13.7M	+$192K	2	0.02%	Increased
407	FFM Fullerton Fund Management Singapore	$13.7M	-$7.79M	1	0.65%	Reduced
408	RNC Capital Management Los Angeles, California	$13.7M	-$484K	2	0.78%	Reduced
409	TPCM Two Point Capital Management Pittsford, New York	$13.6M	-$77.9K	1	5.6%	Reduced
410	Wealthfront Advisers Palo Alto, California	$13.6M	-$34.4K	1	0.05%	Reduced
411	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$13.5M	+$6.53M	3	0.06%	Increased
412	CTA Colonial Trust Advisors Spartanburg, South Carolina	$13.5M	-$473K	2	1.34%	Reduced
413	ZDA Zweig-DiMenna Associates New York	$13.5M	+$11.8M	1	1.18%	New
414	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$13.4M	-$150K	1	2.36%	Reduced
415	WIC Willis Investment Counsel Gainesville, Georgia	$13.4M	-$3.28M	1	0.92%	Reduced
416	OAM Ophir Asset Management Sydney, Australia	$13.4M	+$12.1M	1	2.34%	New
417	Hudson Bay Capital Management Stamford, Connecticut	$13.3M	+$1.25M	2	0.07%	Increased
418	Burney Company Reston, Virginia	$13.1M	+$287K	3	0.5%	Increased
419	LNB Ledyard National Bank	$13.1M	-$1.51M	1	1.27%	Reduced
420	ECM EagleClaw Capital Management Boston, Massachusetts	$13.1M	-$366K	1	2.37%	Reduced
421	MP McDonald Partners Cleveland, Ohio	$13.1M	-$296K	1	3.6%	Reduced
422	AssetMark Inc Concord, California	$13M	+$981K	4	0.04%	Increased
423	Anchor Capital Advisors Boston, Massachusetts	$13M	-$2.79M	1	0.34%	Reduced
424	GAI General American Investors New York	$12.7M	$0	1	0.91%	Maintained
425	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$12.6M	-$185K	4	0.24%	Reduced