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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
726	NIM NXG Investment Management Dallas, Texas	$7.33M	+$6.63M	1	0.45%	Increased
727	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$7.32M	+$7.42M	2	0.37%	Increased
728	Equitable Holdings New York	$7.25M	+$728K	2	0.07%	Increased
729	UniSuper Management Melbourne, Victoria, Australia	$7.25M	+$1.94M	1	0.05%	Increased
730	AIMC Alley Investment Management Company Lake Forest, Illinois	$7.22M	+$8.27M	1	0.91%	New
731	SCI S&CO Inc Boston, Massachusetts	$7.21M	-$4.98K	3	0.48%	Reduced
732	BCM BTC Capital Management Des Moines, Iowa	$7.2M	+$107K	1	0.66%	Increased
733	AOI Auto-Owners Insurance Lansing, Michigan	$7.19M	-$40M	1	0.19%	Reduced
734	TCM Tandem Capital Management Woodcliff Lake, New Jersey	$7.17M	+$8.72K	2	4.01%	Increased
735	BCM Beddow Capital Management Jackson, Wyoming	$7.13M	$0	1	2.67%	Maintained
736	CCAM Codex Capital Asset Management Dallas, Texas	$7.13M	+$1.39M	1	3.36%	Increased
737	AMG Advisors Management Group La Crosse, Wisconsin	$7.12M	+$3.56M	2	1.55%	Increased
738	Quantbot Technologies New York	$7.1M	+$3.55M	2	0.23%	Increased
739	PIM Plato Investment Management Sydney, NSW, Australia	$7.07M	-$2.03M	2	0.6%	Reduced
740	Park Avenue Securities New York	$7.03M	-$594K	4	0.09%	Reduced
741	Ameritas Investment Partners Lincoln, Nebraska	$7M	-$85.1K	6	0.24%	Reduced
742	LI LMCG Investments Boston, Massachusetts	$6.98M	+$4.63M	2	0.46%	Increased
743	YIA YHB Investment Advisors West Hartford, Connecticut	$6.95M	+$341K	2	0.58%	Increased
744	LNB Ledyard National Bank	$6.94M	-$1.13M	1	0.69%	Reduced
745	Stock Yards Bank & Trust Louisville, Kentucky	$6.92M	-$33.9K	2	0.25%	Reduced
746	CT Colonial Trust Spartanburg, South Carolina	$6.9M	-$48K	3	1.07%	Reduced
747	Bleakley Financial Group Fairfield, New Jersey	$6.88M	+$359K	2	0.22%	Increased
748	WC Westhampton Capital Winston-Salem, North Carolina	$6.86M	+$34.3K	1	3.74%	Increased
749	Granahan Investment Management Waltham, Massachusetts	$6.85M	+$8.41M	1	0.34%	New
750	BFG Beacon Financial Group Dallas, Texas	$6.81M	-$582K	1	0.74%	Reduced