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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
476	MC Moors & Cabot Boston, Massachusetts	$15.2M	+$483K	2	0.81%	Increased
477	Rafferty Asset Management New York	$15.2M	+$4.46M	3	0.06%	Increased
478	Becker Capital Management Portland, Oregon	$15.1M	-$2.09M	1	0.52%	Reduced
479	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$15M	+$2.23M	5	0.29%	Increased
480	Scotia Capital Toronto, Ontario, Canada	$14.9M	+$3.71M	3	0.09%	Increased
481	Resona Asset Management Koto-Ku,tokyo, Japan	$14.9M	+$13.7M	1	0.09%	New
482	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.9M	-$335K	2	0.58%	Reduced
483	1CP 11 Capital Partners Darien, Connecticut	$14.8M	+$13.7M	1	5.76%	New
484	Elo Mutual Pension Insurance Espoo, Finland	$14.8M	+$3M	2	0.35%	Increased
485	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$14.6M	-$226K	1	9.64%	Reduced
486	NRS Neville Rodie & Shaw New York	$14.6M	+$6.07M	2	1.11%	Increased
487	Synovus Financial Columbus, Georgia	$14.5M	+$468K	3	0.19%	Increased
488	Private Advisor Group Morristown, New Jersey	$14.4M	+$3.95M	4	0.1%	Increased
489	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$14.3M	-$2.49M	1	0.62%	Reduced
490	TCOV Trust Company of Vermont Brattleboro, Vermont	$14.3M	-$196K	3	0.78%	Reduced
491	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$14.2M	-$2.2M	1	1.4%	Reduced
492	Exchange Traded Concepts Oklahoma City, Oklahoma	$14.1M	+$13M	3	0.36%	Increased
493	CC Covalis Capital London, United Kingdom	$14.1M	+$13M	1	1.92%	New
494	TAM Telemark Asset Management Boston, Massachusetts	$14M	+$3.3M	1	1.22%	Increased
495	ACG Aventail Capital Group New York	$14M	+$9.62M	2	0.98%	Increased
496	AssetMark Inc Concord, California	$14M	+$1.19M	5	0.04%	Increased
497	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$14M	+$4.89M	2	0.82%	Increased
498	BCM Bourgeon Capital Management Darien, Connecticut	$13.9M	+$39.1K	1	2.72%	Increased
499	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$13.8M	+$14M	1	1.1%	New
500	PCM Pinnbrook Capital Management New York	$13.7M	-$10.6M	2	2.9%	Reduced