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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	State of Michigan Retirement System Lansing, Michigan	$1.64M	-$5.51M	1	0.01%	Reduced
602	RA Rational Advisors Huntington, New York	$1.64M	+$1.4M	1	0.39%	Increased
603	CCM Cloverdale Capital Management Dallas, Texas	$1.63M	+$1.66M	1	0.76%	New
604	Kentucky Retirement Systems Frankfort, Kentucky	$1.6M	-$9.41K	1	0.15%	Reduced
605	NA Neuburgh Advisers Los Angeles, California	$1.59M	-$504K	2	0.05%	Reduced
606	PP Paloma Partners Greenwich, Connecticut	$1.58M	-$3.64M	1	0%	Reduced
607	SC Sawyer & Company Boston, Massachusetts	$1.57M	$0	1	0.96%	Maintained
608	MM Midas Management New York	$1.56M	$0	1	0.7%	Maintained
609	CCM Compton Capital Management Providence, Rhode Island	$1.55M	-$8.18K	1	0.61%	Reduced
610	CCT Capital City Trust Tallahassee, Florida	$1.55M	-$7.93K	1	0.62%	Reduced
611	DAC Dividend Assets Capital Ridgeland, South Carolina	$1.55M	+$148K	1	0.2%	Increased
612	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$1.54M	-$2.32M	1	0.27%	Reduced
613	PVWM Point View Wealth Management Summit, New Jersey	$1.53M	+$33.4K	1	0.68%	Increased
614	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.52M	$0	1	0.03%	Maintained
615	MSAM Moloney Securities Asset Management Manchester, Missouri	$1.5M	-$315K	2	0.52%	Reduced
616	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.5M	-$55K	1	1.06%	Reduced
617	Burney Company Reston, Virginia	$1.5M	-$142K	2	0.09%	Reduced
618	KIA KCM Investment Advisors Greenbrae, California	$1.48M	-$227K	3	0.08%	Reduced
619	TCM Tuttle Capital Management Riverside, Connecticut	$1.48M	+$1.4M	1	0.28%	New
620	MML Investors Services Springfield, Massachusetts	$1.46M	+$73.7K	2	0.02%	Increased
621	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.45M	$0	1	0.12%	Maintained
622	Old National Bancorp Evansville, Indiana	$1.44M	-$161K	2	0.07%	Reduced
623	Envestnet Asset Management Chicago, Illinois	$1.43M	-$8.01M	1	0%	Reduced
624	HL Financial Services Louisville, Kentucky	$1.43M	+$245K	1	0.02%	Increased
625	FWSM First Wilshire Securities Management Pasadena, California	$1.43M	$0	1	0.42%	Maintained