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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	SIG Schooner Investment Group Wayne, Pennsylvania	$676K	-$1.36M	1	0.24%	Reduced
677	Burney Company Reston, Virginia	$674K	-$60.1K	2	0.05%	Reduced
678	ACP Ashfield Capital Partners San Francisco, California	$673K	-$49.5K	1	0.04%	Reduced
679	Virginia Retirement Systems Richmond, Virginia	$672K	+$6.32K	1	0.01%	Increased
680	HCM Horrell Capital Management Little Rock, Arkansas	$668K	-$3.71K	1	0.29%	Reduced
681	FCCM First City Capital Management Savannah, Georgia	$666K	-$476K	1	0.46%	Reduced
682	QS Investors New York	$665K	-$27.2K	1	0.01%	Reduced
683	PGA Portland Global Advisors Portland, Maine	$657K	+$639K	1	0.34%	New
684	TAM Third Avenue Management New York	$650K	+$316K	1	0.02%	Increased
685	SGAM Steinberg Global Asset Management Boca Raton, Florida	$644K	-$340	1	0.13%	Reduced
686	ECM Everence Capital Management Goshen, Indiana	$643K	$0	1	0.22%	Maintained
687	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$640K	+$147K	1	0.21%	Increased
688	GCIA Gabelli & Co Investment Advisers Rye, New York	$639K	+$102K	1	0.11%	Increased
689	Azimuth Capital Management Bloomfield Hills, Michigan	$636K	-$20.4K	1	0.06%	Reduced
690	RBA Richard Bernstein Advisors New York	$626K	$0	1	0.08%	Maintained
691	WP WMS Partners Towson, Maryland	$621K	+$120K	1	0.08%	Increased
692	NAM North American Management Boston, Massachusetts	$617K	$0	1	0.1%	Maintained
693	Clark Capital Management Group Philadelphia, Pennsylvania	$614K	+$3.19K	1	0.06%	Increased
694	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$611K	$0	1	0.06%	Maintained
695	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$609K	+$9.63K	1	0.24%	Increased
696	Loews Corp New York	$603K	$0	1	0%	Maintained
697	FM Forward Management San Francisco, California	$600K	-$1.17M	1	0.04%	Reduced
698	Bessemer Group Woodbridge, New Jersey	$596K	-$61.2K	2	0%	Reduced
699	Busey Bank Urbana, Illinois	$587K	+$408	1	0.08%	Increased
700	SCP Sandhill Capital Partners Buffalo, New York	$580K	+$4.42K	1	0.2%	Increased