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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
451	Bridgeway Capital Management Houston, Texas	$2.42M	+$2.39M	1	0.06%	New
452	GPC Glacier Peak Capital Bellevue, Washington	$2.4M	-$974K	1	1.22%	Reduced
453	Kentucky Retirement Systems Frankfort, Kentucky	$2.4M	-$115K	1	0.18%	Reduced
454	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.4M	+$2.32M	1	2.44%	New
455	WBC Westpac Banking Corp Sydney, Australia	$2.39M	-$123K	1	0.02%	Reduced
456	CAM Carret Asset Management New York	$2.36M	+$639K	1	0.45%	Increased
457	BCM BBT Capital Management Fort Worth, Texas	$2.35M	+$1.27M	1	0.2%	Increased
458	LG Laidlaw Group Bedford Hills, New York	$2.32M	+$43.3K	1	1.1%	Increased
459	EIM Emerson Investment Management Boston, Massachusetts	$2.32M	+$101K	1	0.45%	Increased
460	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$2.32M	+$117K	2	1.96%	Increased
461	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.31M	+$318K	2	0.44%	Increased
462	KAM Keeley Asset Management Chicago, Illinois	$2.3M	-$38.9K	1	0.05%	Reduced
463	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$2.3M	-$399K	1	0.03%	Reduced
464	Nippon Life Insurance Tokyo, Japan	$2.3M	-$273K	1	0.06%	Reduced
465	Moore Capital Management New York	$2.29M	+$173K	1	0.07%	Increased
466	SCA Sippican Capital Advisors Boston, Massachusetts	$2.27M	+$62.8K	1	2.27%	Increased
467	Creative Planning Overland Park, Kansas	$2.26M	-$25.5K	4	0.02%	Reduced
468	WhitTier Trust Company Reno, Nevada	$2.25M	-$194K	2	0.25%	Reduced
469	FAM Fiduciary Asset Management St. Louis, Missouri	$2.24M	$0	1	0.39%	Maintained
470	SCM Signia Capital Management Spokane, Washington	$2.24M	+$291K	1	1.12%	Increased
471	DILH Dai-ichi Life Holdings Tokyo, Japan	$2.22M	-$295K	1	0.06%	Reduced
472	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.17M	+$1.77M	1	1.64%	New
473	SCM Stellar Capital Management Phoenix, Arizona	$2.16M	+$18.1K	1	2.32%	Increased
474	Andra AP-fonden Goteborg, Sweden	$2.13M	+$290K	1	0.05%	Increased
475	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.12M	+$19.1K	1	1.16%	Increased