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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	RNC Capital Management Los Angeles, California	$1.84M	-$167K	1	0.18%	Reduced
427	CAM Carret Asset Management New York	$1.83M	+$169K	1	0.4%	Increased
428	CT Coastline Trust Providence, Rhode Island	$1.83M	-$33.4K	1	0.42%	Reduced
429	CC Cannell & Co New York	$1.83M	+$2.11M	1	0.06%	New
430	TCW Group Los Angeles, California	$1.82M	+$20.7K	1	0.01%	Increased
431	Mirae Asset Global Investments Seoul, South Korea	$1.81M	-$1.54M	2	0.07%	Reduced
432	Eastern Bank Boston, Massachusetts	$1.79M	+$171K	1	0.16%	Increased
433	Moore Capital Management New York	$1.79M	+$2.06M	1	0.08%	New
434	CM Capital Management Glen Allen, Virginia	$1.77M	-$188K	1	0.71%	Reduced
435	LM Lincluden Management Mississauga, Ontario, Canada	$1.77M	-$6.24K	1	0.34%	Reduced
436	TCM Tradition Capital Management Summit, New Jersey	$1.77M	+$201K	1	0.65%	Increased
437	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.76M	+$165K	1	0.07%	Increased
438	PIM Progressive Investment Management Lake Oswego, Oregon	$1.76M	+$48.4K	2	2.04%	Increased
439	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.76M	+$616K	3	0.14%	Increased
440	PP Patten & Patten Chattanooga, Tennessee	$1.75M	-$193K	1	0.27%	Reduced
441	Central Trust Company Jefferson City, Missouri	$1.75M	-$186K	2	0.15%	Reduced
442	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.74M	-$11.8K	1	1.99%	Reduced
443	IAM Impax Asset Management Portsmouth, New Hampshire	$1.73M	-$490K	1	0.1%	Reduced
444	MC Middleton & Co Boston, Massachusetts	$1.72M	-$2.42M	1	0.41%	Reduced
445	Balentine LLC Atlanta, Georgia	$1.71M	+$67.4K	3	0.31%	Increased
446	SCM Stellar Capital Management Phoenix, Arizona	$1.7M	+$27.5K	1	2.2%	Increased
447	SFP Santa Fe Partners Santa Fe, New Mexico	$1.68M	+$500K	1	0.22%	Increased
448	Calamos Wealth Management Naperville, Illinois	$1.67M	-$718K	1	0.4%	Reduced
449	DVM Dreman Value Management West Palm Beach, Florida	$1.67M	-$2.39M	2	0.17%	Reduced
450	Freestone Capital Holdings Seattle, Washington	$1.65M	+$137K	1	0.18%	Increased