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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
426	Castleark Management Chicago, Illinois	$59.9M	+$8.76M	4	1.62%	Increased
427	MSR Main Street Research Lakeville, Connecticut	$59.7M	+$112K	1	2.82%	Increased
428	DAM Delta Asset Management Memphis, Tennessee	$59.2M	-$592K	2	5.12%	Reduced
429	Crawford Investment Counsel Atlanta, Georgia	$58.8M	-$4.93M	4	0.98%	Reduced
430	ACG Aventail Capital Group New York	$57.7M	-$20.8M	3	3.31%	Reduced
431	Yousif Capital Management Bloomfield Hills, Michigan	$57.7M	-$5.53M	6	0.65%	Reduced
432	Aptus Capital Advisors Fairhope, Alabama	$56.7M	+$2.18M	3	0.39%	Increased
433	OMG One Madison Group New York	$56.4M	-$12.2M	1	5.42%	Reduced
434	Waverly Advisors Birmingham, Alabama	$56.2M	+$5.73M	4	0.33%	Increased
435	Clearstead Advisors Cleveland, Ohio	$56M	+$4.66M	6	0.53%	Increased
436	YCM Yaupon Capital Management New York	$55.9M	+$27.4M	1	1.1%	Increased
437	Schonfeld Strategic Advisors New York	$55.3M	-$16M	4	0.2%	Reduced
438	MGO One Seven Beachwood, Ohio	$55.2M	+$7.13M	4	0.91%	Increased
439	AG Avala Global New York	$54.8M	+$44.8M	1	2.02%	New
440	Kestra Private Wealth Services Austin, Texas	$54.7M	+$6.4M	4	0.6%	Increased
441	State of Alaska Department of Revenue Juneau, Alaska	$54.6M	-$2.84M	6	0.54%	Reduced
442	Kornitzer Capital Management Shawnee Mission, Kansas	$54.3M	+$323K	6	1.13%	Increased
443	TIAA Wealth Investment Management New York	$54.2M	+$5.67M	3	0.36%	Increased
444	Park National Corp Newark, Ohio	$54.2M	-$5.82M	2	1.52%	Reduced
445	Concurrent Investment Advisors Tampa, Florida	$54.1M	+$8.98M	5	0.46%	Increased
446	ACM Alta Capital Management Salt Lake City, Utah	$53.5M	+$8.31M	1	3.98%	Increased
447	Equitable Holdings New York	$52.9M	-$2.7M	3	0.32%	Reduced
448	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$52.8M	-$45.2M	1	0.33%	Reduced
449	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$52.5M	-$2.52M	2	3.89%	Reduced
450	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$52.4M	+$6.77M	1	2.15%	Increased