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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
676	QS Investors New York	$693K	-$438K	1	0.01%	Reduced
677	CC ClearArc Capital Cincinnati, Ohio	$688K	+$20.2K	1	0.14%	Increased
678	FMT First Mercantile Trust Cordova, Tennessee	$688K	+$113K	2	0.06%	Increased
679	PAM PartnerRe Asset Management Greenwich, Connecticut	$687K	+$92.1K	1	0.11%	Increased
680	IA Icon Advisers Greenwood Village, Colorado	$680K	$0	1	0.04%	Maintained
681	TC TFS Capital West Chester, Pennsylvania	$678K	-$1.15M	2	0.06%	Reduced
682	CS Comerica Securities Detroit, Michigan	$673K	-$322K	1	0.21%	Reduced
683	HCM Horrell Capital Management Little Rock, Arkansas	$671K	-$25.3K	1	0.29%	Reduced
684	Shelton Capital Management Denver, Colorado	$671K	+$32.5K	2	0.08%	Increased
685	Glenview Trust Louisville, Kentucky	$670K	+$650K	1	0.07%	New
686	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$667K	-$365K	1	0.26%	Reduced
687	Virginia Retirement Systems Richmond, Virginia	$666K	-$791	1	0.01%	Reduced
688	Azimuth Capital Management Bloomfield Hills, Michigan	$657K	-$84.4K	1	0.07%	Reduced
689	Bessemer Group Woodbridge, New Jersey	$657K	+$238K	2	0%	Increased
690	CAM ClariVest Asset Management San Diego, California	$657K	-$272K	1	0.02%	Reduced
691	CI Constellation Investments Montgomery, Ohio	$655K	+$26.4K	1	0.13%	Increased
692	BFA Benedict Financial Advisors Atlanta, Georgia	$645K	+$687K	1	0.42%	New
693	SGAM Steinberg Global Asset Management Boca Raton, Florida	$644K	+$39K	1	0.14%	Increased
694	HP Holowesko Partners Nassau, Bahamas	$635K	$0	1	0.06%	Maintained
695	NAM North American Management Boston, Massachusetts	$617K	-$33K	1	0.1%	Reduced
696	Ameritas Investment Partners Lincoln, Nebraska	$616K	-$2.12M	1	0.04%	Reduced
697	ECM Everence Capital Management Goshen, Indiana	$615K	+$386K	1	0.21%	Increased
698	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$612K	-$65.9K	1	0.06%	Reduced
699	UR USCA RIA Houston, Texas	$605K	-$686K	1	0.17%	Reduced
700	Loews Corp New York	$603K	+$116K	1	0%	Increased