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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.38M	+$46.3K	1	0.04%	Increased
427	Putnam Investments Boston, Massachusetts	$4.37M	-$271M	2	0.01%	Reduced
428	Ameritas Investment Partners Lincoln, Nebraska	$4.34M	-$61.9K	4	0.19%	Reduced
429	Addenda Capital Montreal, Quebec, Canada	$4.32M	+$4.73M	1	0.2%	New
430	PAM Pegasus Asset Management Montebello, New York	$4.3M	-$53.7K	1	2.43%	Reduced
431	Rathbones Group Liverpool, United Kingdom	$4.29M	-$109K	1	0.05%	Reduced
432	AHC Adell Harriman & Carpenter Houston, Texas	$4.27M	+$364K	1	0.52%	Increased
433	JWM Jackson Wealth Management Lake Mary, Florida	$4.26M	+$2.42M	1	0.84%	Increased
434	Annex Advisory Services Brookfield, Wisconsin	$4.23M	-$146K	1	0.29%	Reduced
435	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$4.22M	+$199K	1	1.31%	Increased
436	ISB Iowa State Bank Urbandale, Iowa	$4.2M	+$62K	1	1.19%	Increased
437	Hotchkis & Wiley Capital Management Los Angeles, California	$4.17M	-$102K	1	0.02%	Reduced
438	Kentucky Retirement Systems Frankfort, Kentucky	$4.16M	+$219K	1	0.18%	Increased
439	Hancock Whitney Gulfport, Mississippi	$4.16M	-$2.11M	3	0.18%	Reduced
440	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$4.15M	+$498K	1	0.37%	Increased
441	TCM Teza Capital Management Chicago, Illinois	$4.13M	+$3.33M	2	0.86%	Increased
442	AI Acuitas Investments Seattle, Washington	$4.13M	$0	1	4.28%	Maintained
443	Moore Capital Management New York	$4.13M	-$2.94M	1	0.1%	Reduced
444	Scotia Capital Toronto, Ontario, Canada	$4.13M	-$939K	2	0.03%	Reduced
445	Picton Mahoney Asset Management Toronto, Ontario, Canada	$4.11M	-$394K	1	0.15%	Reduced
446	Maryland State Retirement & Pension System Baltimore, Maryland	$4.11M	-$786K	1	0.34%	Reduced
447	BHA Beech Hill Advisors New York	$4.09M	+$4.29M	1	2.34%	New
448	FIA FNY Investment Advisers New York	$4.08M	+$4.69M	1	2.82%	New
449	MFG Monte Financial Group Guilford, Connecticut	$4.05M	+$115K	1	2.49%	Increased
450	AE Wealth Management Topeka, Kansas	$4.05M	-$11.1M	3	0.03%	Reduced