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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	Trexquant Investment Stamford, Connecticut	$3.02M	+$2.4M	1	0.21%	Increased
452	ETrade Capital Management Arlington, Virginia	$3.01M	+$761K	2	0.1%	Increased
453	BBI Baxter Bros Inc Riverside, Connecticut	$2.97M	+$710K	1	0.81%	Increased
454	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.92M	+$2.73M	2	0.62%	Increased
455	Employees Retirement System of Texas Austin, Texas	$2.92M	+$1.07M	2	0.04%	Increased
456	Capital International Inc Los Angeles, California	$2.91M	+$279K	1	0.42%	Increased
457	CG Cutler Group San Francisco, California	$2.87M	-$1.01M	2	0.25%	Reduced
458	VAM Visionary Asset Management Houston, Texas	$2.87M	-$120K	1	0.93%	Reduced
459	RNC Capital Management Los Angeles, California	$2.85M	+$15.4K	1	0.21%	Increased
460	MIM Marco Investment Management Atlanta, Georgia	$2.84M	-$479K	1	0.44%	Reduced
461	MCM Marathon Capital Management Hunt Valley, Maryland	$2.83M	-$30.6K	1	1.11%	Reduced
462	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.81M	$0	1	1.15%	Maintained
463	Westwood Holdings Group Dallas, Texas	$2.78M	$0	1	0.02%	Maintained
464	SFI SPC Financial Inc Rockville, Maryland	$2.77M	-$26.3K	1	0.63%	Reduced
465	PTCG Pring Turner Capital Group Alamo, California	$2.77M	+$17.2K	1	2.87%	Increased
466	NA Neuburgh Advisers Los Angeles, California	$2.74M	-$1.63M	1	0.1%	Reduced
467	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.74M	-$130K	1	0.15%	Reduced
468	WA WESPAC Advisors Orinda, California	$2.71M	+$786K	1	1.66%	Increased
469	AF Alerus Financial Grand Forks, North Dakota	$2.71M	+$67.5K	1	0.39%	Increased
470	FAB First American Bank Dundee, Illinois	$2.7M	+$43.2K	1	0.2%	Increased
471	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$2.69M	+$36.4K	2	0.12%	Increased
472	First Allied Advisory Services San Diego, California	$2.68M	-$64.6K	2	0.1%	Reduced
473	Jefferies Group New York	$2.67M	-$1.89M	2	0.01%	Reduced
474	RWA Wealth Partners Newton, Massachusetts	$2.66M	-$610K	2	0.34%	Reduced
475	Stratos Wealth Partners Beachwood, Ohio	$2.66M	+$45.9K	3	0.11%	Increased