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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	GLG Inc New York	$3.1M	+$2.8M	1	0.06%	Increased
427	Huntington National Bank Columbus, Ohio	$3.09M	+$44.3K	4	0.09%	Increased
428	PCM Princeton Capital Management Red Bank, New Jersey	$3.08M	-$74.9K	2	2.81%	Reduced
429	SFS Strategic Financial Services Utica, New York	$3.06M	-$38.6K	1	1.03%	Reduced
430	ZCM Ziegler Capital Management Chicago, Illinois	$3.03M	+$1.13M	1	0.26%	Increased
431	SCM Signia Capital Management Spokane, Washington	$3.03M	-$1.38M	1	0.94%	Reduced
432	CC ClearArc Capital Cincinnati, Ohio	$2.96M	-$470K	1	0.83%	Reduced
433	FC Fiera Capital New York	$2.95M	-$54.1K	2	0.19%	Reduced
434	MCM Matterhorn Capital Management San Antonio, Texas	$2.92M	+$70.7K	1	1.46%	Increased
435	SAM Securian Asset Management St Paul, Minnesota	$2.91M	+$23K	1	0.12%	Increased
436	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.88M	-$345K	1	0.63%	Reduced
437	Carnegie Investment Counsel Pepper Pike, Ohio	$2.87M	+$103K	1	0.88%	Increased
438	AF Ally Financial Detroit, Michigan	$2.75M	$0	1	0.3%	Maintained
439	WBC Westpac Banking Corp Sydney, Australia	$2.74M	-$62.8K	1	0.03%	Reduced
440	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.73M	+$1.23M	1	0.44%	Increased
441	Truist Financial Charlotte, North Carolina	$2.73M	-$247K	2	0.1%	Reduced
442	FMT First Mercantile Trust Cordova, Tennessee	$2.72M	-$180K	1	0.22%	Reduced
443	Kentucky Retirement Systems Frankfort, Kentucky	$2.71M	+$2.64M	1	0.22%	New
444	IAM Impala Asset Management Palm Beach, Florida	$2.71M	+$2.64M	1	0.12%	New
445	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.7M	-$81.9K	1	0.61%	Reduced
446	People's United Financial Bridgeport, Connecticut	$2.67M	+$963K	2	0.17%	Increased
447	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$2.65M	+$922K	2	0.22%	Increased
448	MIM Marco Investment Management Atlanta, Georgia	$2.63M	+$2.56M	1	0.6%	New
449	Nippon Life Insurance Tokyo, Japan	$2.62M	-$39.7K	1	0.08%	Reduced
450	LM Lincluden Management Mississauga, Ontario, Canada	$2.62M	-$206K	1	0.33%	Reduced