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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	Maverick Capital Dallas, Texas	$2.8M	+$2.64M	1	0.06%	New
427	Balyasny Asset Management Chicago, Illinois	$2.78M	-$5.21M	1	0.02%	Reduced
428	PAM Pegasus Asset Management Montebello, New York	$2.76M	+$3.7K	1	1.89%	Increased
429	Choate Investment Advisors Boston, Massachusetts	$2.75M	$0	1	0.2%	Maintained
430	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.75M	+$51.4K	1	1.95%	Increased
431	FA Fagan Associates Troy, New York	$2.75M	-$38.2K	1	0.88%	Reduced
432	SG Americas Securities New York	$2.75M	+$583K	6	0.02%	Increased
433	SL Summitry LLC Foster City, California	$2.74M	+$170K	1	0.23%	Increased
434	Ossiam Paris, France	$2.74M	-$1.53M	1	0.18%	Reduced
435	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.73M	-$2.73M	2	0.02%	Reduced
436	Cubist Systematic Strategies Stamford, Connecticut	$2.73M	+$137K	3	0.05%	Increased
437	JIR James Investment Research Alpha, Ohio	$2.73M	-$438K	2	0.25%	Reduced
438	PCA Providence Capital Advisors Charlotte, North Carolina	$2.72M	-$715K	1	1.55%	Reduced
439	CIBC Private Wealth Group Atlanta, Georgia	$2.69M	-$879K	1	0.01%	Reduced
440	FAB First American Bank Dundee, Illinois	$2.67M	-$235K	1	0.17%	Reduced
441	Erste Asset Management Vienna, Austria	$2.67M	+$337K	1	0.11%	Increased
442	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.66M	-$706K	2	0.05%	Reduced
443	MML Investors Services Springfield, Massachusetts	$2.63M	-$108K	2	0.04%	Reduced
444	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$2.62M	+$707K	1	0.59%	Increased
445	Huntington National Bank Columbus, Ohio	$2.61M	-$114K	5	0.04%	Reduced
446	BCG Barington Capital Group New York	$2.58M	+$2.28M	1	7.15%	New
447	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.58M	+$519K	2	1%	Increased
448	LM Lincluden Management Mississauga, Ontario, Canada	$2.57M	-$44.9K	1	0.27%	Reduced
449	CA Callahan Advisors Houston, Texas	$2.56M	-$2.2M	1	0.45%	Reduced
450	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$2.56M	-$34.6K	1	0.26%	Reduced