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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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.72M	-$109K	2	0.16%	Reduced
452	Choate Investment Advisors Boston, Massachusetts	$3.71M	$0	1	0.23%	Maintained
453	Alyeska Investment Group Chicago, Illinois	$3.7M	+$3.48M	1	0.05%	New
454	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3.69M	+$119K	1	0.34%	Increased
455	SL Summitry LLC Foster City, California	$3.68M	-$42.8K	1	0.27%	Reduced
456	DWA Dorsey Wright & Associates Pasadena, California	$3.66M	-$64.5K	2	0.54%	Reduced
457	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$3.66M	-$137K	3	0.42%	Reduced
458	KTA Keeley-Teton Advisors Chicago, Illinois	$3.65M	-$157K	2	0.49%	Reduced
459	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.65M	-$101K	1	1.08%	Reduced
460	BPM Bronson Point Management Fairfield, Connecticut	$3.6M	+$3.39M	1	1.43%	New
461	MPM Meritage Portfolio Management Overland Park, Kansas	$3.6M	-$99.8K	1	0.26%	Reduced
462	PCTC Perkins Coie Trust Company Seattle, Washington	$3.58M	+$24.1K	1	1.22%	Increased
463	FAB First American Bank Dundee, Illinois	$3.56M	-$32.9K	1	0.24%	Reduced
464	PFC Phocas Financial Corp Alameda, California	$3.5M	-$504K	1	0.41%	Reduced
465	CBB Citizens Business Bank Ontario, California	$3.44M	-$508K	1	0.51%	Reduced
466	HIP Harrell Investment Partners Austin, Texas	$3.44M	-$470K	1	1.33%	Reduced
467	Elo Mutual Pension Insurance Espoo, Finland	$3.42M	+$3.21M	1	0.11%	New
468	Huntington National Bank Columbus, Ohio	$3.39M	-$12.5K	5	0.04%	Reduced
469	Hotchkis & Wiley Capital Management Los Angeles, California	$3.38M	+$3.06M	1	0.01%	New
470	NC NewSquare Capital Newtown Square, Pennsylvania	$3.35M	+$8.48K	1	0.47%	Increased
471	CIBC World Market Toronto, Ontario, Canada	$3.35M	-$1.12M	1	0.01%	Reduced
472	RWA River Wealth Advisors Camp Hill, Pennsylvania	$3.32M	+$315K	1	0.72%	Increased
473	Wasatch Advisors Salt Lake City, Utah	$3.31M	-$1.27M	1	0.02%	Reduced
474	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$3.29M	+$2.02M	3	0.47%	Increased
475	BAM Blueshift Asset Management Red Bank, New Jersey	$3.23M	+$812K	1	0.38%	Increased