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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
776	Fisher Asset Management Camas, Washington	$332K	-$1.61M	1	0%	Reduced
777	FCM Firsthand Capital Management San Jose, California	$330K	$0	1	0.27%	Maintained
778	Group One Trading Chicago, Illinois	$327K	+$256K	2	0.01%	Increased
779	I IberiaBank Lafayette, Louisiana	$320K	+$13.4K	1	0.21%	Increased
780	Stock Yards Bank & Trust Louisville, Kentucky	$320K	-$176K	1	0.05%	Reduced
781	Virginia Retirement Systems Richmond, Virginia	$315K	-$687K	1	0.01%	Reduced
782	CONA Capital One National Association New York	$313K	-$443K	1	0.03%	Reduced
783	PTC Private Trust Company Cleveland, Ohio	$312K	-$269K	2	0.14%	Reduced
784	ECM Endex Capital Management Overland Park, Kansas	$310K	$0	1	0.32%	Maintained
785	CIC Cornercap Investment Counsel Atlanta, Georgia	$309K	+$300K	1	0.06%	New
786	HHC Hutchin Hill Capital New York	$309K	+$300K	1	0.03%	New
787	WSCM Wellington Shields Capital Management New York	$307K	$0	1	0.06%	Maintained
788	GMIM General Motors Investment Management New York	$306K	$0	1	0.03%	Maintained
789	Epoch Investment Partners New York	$305K	+$18.1K	1	0%	Increased
790	HM Harvest Management New York	$303K	+$67.2K	1	0.32%	Increased
791	HCM Herndon Capital Management Atlanta, Georgia	$298K	-$30K	1	0%	Reduced
792	ST Spinnaker Trust Portland, Maine	$298K	$0	1	0.05%	Maintained
793	YCM Yorkville Capital Management New York	$292K	$0	1	0.26%	Maintained
794	MBT Montecito Bank & Trust Santa Barbara, California	$291K	-$29.1K	1	0.19%	Reduced
795	RCM Reynolds Capital Management Las Vegas, Nevada	$289K	+$73.9K	1	0.19%	Increased
796	TCB Texas Capital Bancshares Dallas, Texas	$289K	-$10.7K	1	0.22%	Reduced
797	PIM Penobscot Investment Management Boston, Massachusetts	$288K	+$14.1K	1	0.11%	Increased
798	LPT Legacy Private Trust Neenah, Wisconsin	$286K	$0	1	0.06%	Maintained
799	TCM Telos Capital Management San Diego, California	$285K	$0	1	0.23%	Maintained
800	NAM NTV Asset Management Charleston, West Virginia	$283K	-$9.02K	1	0.1%	Reduced