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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	SM Southport Management Wilson, Wyoming	$3.42M	+$3.2M	1	3.94%	New
427	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.36M	+$350K	1	0.71%	Increased
428	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.36M	-$390K	1	1.05%	Reduced
429	SFS Strategic Financial Services Utica, New York	$3.35M	-$39.5K	1	1.06%	Reduced
430	HR Howe & Rusling Rochester, New York	$3.34M	+$3M	3	0.84%	Increased
431	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$3.33M	+$79.7K	1	0.64%	Increased
432	MCM Matterhorn Capital Management San Antonio, Texas	$3.29M	-$2.09K	1	1.51%	Reduced
433	Sculptor Capital New York	$3.27M	+$2.7M	1	0.01%	Increased
434	Choate Investment Advisors Boston, Massachusetts	$3.25M	+$944K	2	0.21%	Increased
435	SAM Securian Asset Management St Paul, Minnesota	$3.23M	+$16.2K	1	0.12%	Increased
436	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.2M	+$215K	2	0.24%	Increased
437	LM Lincluden Management Mississauga, Ontario, Canada	$3.19M	+$230K	1	0.29%	Increased
438	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.14M	+$109K	1	0.44%	Increased
439	IA Icon Advisers Greenwood Village, Colorado	$3.13M	-$295K	1	0.23%	Reduced
440	Carnegie Investment Counsel Pepper Pike, Ohio	$3.1M	-$70.9K	1	0.83%	Reduced
441	MIM Marco Investment Management Atlanta, Georgia	$3.06M	+$142K	1	0.16%	Increased
442	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.05M	+$551K	1	0.05%	Increased
443	WBC Westpac Banking Corp Sydney, Australia	$3M	-$27.3K	1	0.03%	Reduced
444	Kentucky Retirement Systems Frankfort, Kentucky	$2.98M	-$13.4K	1	0.22%	Reduced
445	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.96M	+$383K	1	0.97%	Increased
446	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.94M	-$4.32M	1	0.09%	Reduced
447	GIM Guardian Investment Management Tiburon, California	$2.93M	+$676K	2	3.25%	Increased
448	CAM Cubic Asset Management Boston, Massachusetts	$2.87M	-$5.34K	1	0.9%	Reduced
449	FMT First Mercantile Trust Cordova, Tennessee	$2.85M	-$153K	1	0.22%	Reduced
450	BB&T Securities Richmond, Virginia	$2.84M	+$366K	1	0.08%	Increased