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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
551	TAM Telemark Asset Management Boston, Massachusetts	$2.12M	-$1.45M	1	0.31%	Reduced
552	SRAM Stone Ridge Asset Management New York	$2.09M	+$300K	2	0.12%	Increased
553	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.07M	$0	1	0.09%	Maintained
554	MIM Moseley Investment Management Bradenton, Florida	$2.04M	-$251K	1	2%	Reduced
555	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.02M	+$10.2K	2	0.78%	Increased
556	Segall Bryant & Hamill Chicago, Illinois	$2.02M	-$152K	2	0.03%	Reduced
557	Mariner Overland Park, Kansas	$2.02M	-$103K	1	0.02%	Reduced
558	CAM Claret Asset Management Montreal, Quebec, Canada	$2.02M	+$2.93K	1	0.39%	Increased
559	Kentucky Retirement Systems Frankfort, Kentucky	$2.02M	-$22.5K	1	0.15%	Reduced
560	SFO Stokes Family Office New Orleans, Louisiana	$1.98M	+$1.83M	1	0.44%	New
561	MUFG Americas New York	$1.94M	-$130K	1	0.05%	Reduced
562	EGI EAM Global Investors Solana Beach, California	$1.92M	+$1.65M	1	0.77%	New
563	Kennedy Capital Management St Louis, Missouri	$1.91M	+$83.9K	1	0.05%	Increased
564	HFM Hartford Financial Management Hartford, Connecticut	$1.89M	$0	1	0.59%	Maintained
565	OAM Oxford Asset Management Oxford, United Kingdom	$1.89M	-$2.91M	3	0.05%	Reduced
566	SEC Seven Eight Capital New York	$1.89M	+$490K	1	0.1%	Increased
567	Todd Asset Management Louisville, Kentucky	$1.87M	-$435K	1	0.05%	Reduced
568	TCOT Trust Company of Toledo Holland, Ohio	$1.87M	+$10.7K	1	0.44%	Increased
569	CIG Cairn Investment Group Vancouver, Washington	$1.86M	+$1.65M	1	1.84%	New
570	MIM Marco Investment Management Atlanta, Georgia	$1.86M	-$10K	1	0.29%	Reduced
571	FIM Fruth Investment Management Houston, Texas	$1.85M	-$8.88K	1	0.7%	Reduced
572	Veritable Wilmington, Delaware	$1.85M	+$14.4K	2	0.03%	Increased
573	Central Trust Company Jefferson City, Missouri	$1.85M	+$86.1K	3	0.09%	Increased
574	LD Lipe & Dalton Syracuse, New York	$1.85M	+$176K	1	1.23%	Increased
575	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.83M	-$38.4K	3	0.46%	Reduced