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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
701	D.E. Shaw & Co New York	$548K	+$228K	1	0%	Increased
702	TU TDAM USA Toronto, Ontario, Canada	$547K	-$471K	2	0.03%	Reduced
703	Evercore Wealth Management New York	$543K	-$85.4K	2	0.03%	Reduced
704	NIM NuWave Investment Management Parsippany, New Jersey	$538K	-$450K	1	0.49%	Reduced
705	South Texas Money Management San Antonio, Texas	$527K	$0	1	0.04%	Maintained
706	Barings Charlotte, North Carolina	$525K	-$1.68M	1	0.02%	Reduced
707	ACM Aviance Capital Management Sarasota, Florida	$523K	+$220K	1	0.3%	Increased
708	LWI Long Wharf Investors Boston, Massachusetts	$520K	-$64.3K	1	0.5%	Reduced
709	SCM Scopia Capital Management New York	$513K	$0	1	0.02%	Maintained
710	Bridgeway Capital Management Houston, Texas	$511K	-$1.56M	1	0.02%	Reduced
711	Scotia Capital Toronto, Ontario, Canada	$511K	+$39.1K	1	0.01%	Increased
712	Arrowstreet Capital Boston, Massachusetts	$507K	+$495K	1	0%	New
713	ZCM Zebra Capital Management Stamford, Connecticut	$506K	+$472K	2	0.4%	New
714	HIC Harvey Investment Company Louisville, Kentucky	$499K	$0	1	0.14%	Maintained
715	CT Cambridge Trust Cambridge, Massachusetts	$498K	-$36.6K	1	0.05%	Reduced
716	Crawford Investment Counsel Atlanta, Georgia	$494K	+$40.3K	1	0.02%	Increased
717	FCCM First City Capital Management Savannah, Georgia	$492K	-$304K	1	0.41%	Reduced
718	FIM Fruth Investment Management Houston, Texas	$478K	-$20.8K	1	0.25%	Reduced
719	RNS Robert N. Shapiro	$477K	-$216K	2	0.08%	Reduced
720	SGAM Steinberg Global Asset Management Boca Raton, Florida	$476K	+$23.2K	1	0.11%	Increased
721	AHC Anderson Hoagland & Co St Louis, Missouri	$474K	+$453K	1	0.33%	New
722	DCM Dupont Capital Management Wilmington, Delaware	$471K	-$463K	1	0.01%	Reduced
723	United Capital Financial Advisors Irving, Texas	$470K	-$218K	1	0.02%	Reduced
724	MWR McAdams Wright Ragen Seattle, Washington	$462K	+$39K	1	0.04%	Increased
725	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$453K	-$1.19K	2	0.29%	Reduced