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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	Walleye Capital New York	$4.13M	+$1.41M	1	0.28%	Increased
427	PineBridge Investments New York	$4.09M	-$2.13M	1	0.06%	Reduced
428	PGA Portland Global Advisors Portland, Maine	$4M	+$25.2K	1	0.98%	Increased
429	WIM Wilen Investment Management Bonita Springs, Florida	$3.99M	-$590K	2	4.02%	Reduced
430	Atria Investments Charlotte, North Carolina	$3.98M	+$1.41M	2	0.1%	Increased
431	AFM Andesa Financial Management Allentown, Pennsylvania	$3.98M	-$3.52M	1	2.61%	Reduced
432	H HoyleCohen San Diego, California	$3.97M	+$3.73M	1	0.46%	New
433	PCA Providence Capital Advisors Charlotte, North Carolina	$3.96M	+$278K	1	1.62%	Increased
434	BPIM Brant Point Investment Management New York	$3.96M	+$3.58M	1	0.47%	New
435	BCM Beddow Capital Management Jackson, Wyoming	$3.94M	-$2.02M	2	2.74%	Reduced
436	Norinchukin Bank Tokyo, Japan	$3.92M	-$210K	1	0.06%	Reduced
437	FM Foster & Motley Cincinnati, Ohio	$3.91M	-$567K	1	0.38%	Reduced
438	PCM Portolan Capital Management Boston, Massachusetts	$3.91M	+$2.96M	1	0.36%	New
439	CIBC Private Wealth Group Atlanta, Georgia	$3.89M	-$306K	1	0.01%	Reduced
440	TCW Group Los Angeles, California	$3.86M	-$2.26M	1	0.03%	Reduced
441	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.85M	+$26.3K	1	2.31%	Increased
442	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.85M	+$114K	1	0.22%	Increased
443	Annex Advisory Services Brookfield, Wisconsin	$3.83M	+$2.24M	1	0.38%	Increased
444	EIM Essex Investment Management Boston, Massachusetts	$3.82M	-$341K	2	0.47%	Reduced
445	PAM Pegasus Asset Management Montebello, New York	$3.81M	+$7.68K	1	2.09%	Increased
446	SLA Silver Lake Advisory Cottonwood Heights, Utah	$3.77M	-$42.4K	1	2.06%	Reduced
447	DIA Dean Investment Associates Beavercreek, Ohio	$3.77M	+$1.05M	2	0.78%	Increased
448	Mariner Overland Park, Kansas	$3.76M	+$1.45M	1	0.03%	Increased
449	JIR James Investment Research Alpha, Ohio	$3.73M	-$12.6K	2	0.34%	Reduced
450	Chartwell Investment Partners Berywn, Pennsylvania	$3.72M	+$3.37M	1	0.12%	New