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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
601	Fiera Capital (Canada) Montreal, Quebec, Canada	$30.7M	+$26.4M	1	0.11%	Increased
602	Sit Investment Associates Minneapolis, Minnesota	$30.7M	+$8.21M	3	0.58%	Increased
603	MVIP Mar Vista Investment Partners Los Angeles, California	$30.7M	+$2.97M	1	3.05%	Increased
604	Longaeva Partners Chicago, Illinois	$30.6M	-$4.78M	2	0.67%	Reduced
605	HC Headland Capital Mt. Pleasant, South Carolina	$30.6M	-$1.04M	2	7.54%	Reduced
606	Kentucky Retirement Systems Frankfort, Kentucky	$30.6M	+$11.6M	2	0.76%	Increased
607	Voleon Capital Management Berkeley, California	$30.6M	-$18.6M	2	0.56%	Reduced
608	Fort Washington Investment Advisors Cincinnati, Ohio	$30.5M	-$25.8K	2	0.15%	Reduced
609	Kinetic Partners Management Miami, Florida	$30.4M	-$4.59M	1	0.73%	Reduced
610	HUB Investment Partners Austin, Texas	$30.4M	+$4.87M	4	0.55%	Increased
611	Select Equity Group New York	$30.4M	+$8.03M	1	0.15%	Increased
612	First Citizens Bank & Trust Raleigh, North Carolina	$30.4M	+$109K	3	0.45%	Increased
613	Jump Financial Chicago, Illinois	$30.4M	+$15.9M	3	0.24%	Increased
614	SNS Financial Group Minneapolis, Minnesota	$29.9M	+$26.7M	2	0.57%	Increased
615	Prospera Financial Services Dallas, Texas	$29.9M	+$2.2M	3	0.43%	Increased
616	CF Clarity Financial Houston, Texas	$29.8M	-$4.16M	2	2.54%	Reduced
617	New Mexico Educational Retirement Board Santa Fe, New Mexico	$29.7M	+$1.73M	3	0.75%	Increased
618	Daymark Wealth Partners Cincinnati, Ohio	$29.6M	+$1.2M	3	0.72%	Increased
619	Bleakley Financial Group Fairfield, New Jersey	$29.5M	+$4.19M	3	0.38%	Increased
620	NCGI Next Century Growth Investors Plymouth, Minnesota	$29.5M	+$5.29M	2	1.57%	Increased
621	RAM Rempart Asset Management Montreal, Canada	$29.5M	-$6.33M	1	6.04%	Reduced
622	Cable Car Capital San Francisco, California	$29.3M	+$23.9M	1	0.63%	New
623	Crossmark Global Holdings Houston, Texas	$29M	-$22.4M	4	0.38%	Reduced
624	Natixis Paris, France	$29M	-$24M	1	0.12%	Reduced
625	World Investment Advisors Santa Barbara, California	$29M	-$1.15M	3	0.48%	Reduced