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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
801	PIM Penobscot Investment Management Boston, Massachusetts	$325K	+$7.37K	1	0.12%	Increased
802	Epoch Investment Partners New York	$322K	-$3.69K	1	0%	Reduced
803	PineBridge Investments New York	$320K	-$30.6K	2	0.01%	Reduced
804	AFG Albion Financial Group Salt Lake City, Utah	$319K	+$313K	1	0.06%	New
805	NAM NTV Asset Management Charleston, West Virginia	$319K	+$10.2K	1	0.1%	Increased
806	LPT Legacy Private Trust Neenah, Wisconsin	$312K	$0	1	0.05%	Maintained
807	MIP Marietta Investment Partners Milwaukee, Wisconsin	$308K	-$40.6K	1	0.12%	Reduced
808	Private Advisor Group Morristown, New Jersey	$308K	-$938K	1	0.03%	Reduced
809	NA Navellier & Associates Reno, Nevada	$307K	-$6.18K	1	0.01%	Reduced
810	SCM Stevens Capital Management Radnor, Pennsylvania	$307K	+$22.4K	1	0.01%	Increased
811	PC Passport Capital San Francisco, California	$304K	+$300K	1	0.01%	New
812	TC Telemus Capital Southfield, Michigan	$304K	+$21.8K	1	0.08%	Increased
813	Seizert Capital Partners Birmingham, Michigan	$303K	+$47.5K	1	0.01%	Increased
814	GAM Griffin Asset Management New York	$300K	$0	1	0.1%	Maintained
815	LC Lakeshore Capital Birmingham, Alabama	$300K	-$11.1K	1	0.3%	Reduced
816	TCM Tufton Capital Management Hunt Valley, Maryland	$300K	$0	1	0.06%	Maintained
817	TCM Telos Capital Management San Diego, California	$297K	-$15K	1	0.21%	Reduced
818	Tudor Investment Corp Stamford, Connecticut	$294K	-$6.94M	2	0.01%	Reduced
819	MRCM M&R Capital Management Summit, New Jersey	$289K	+$284K	1	0.07%	New
820	ATC Argent Trust Company Ruston, Louisiana	$288K	+$34.1K	1	0.11%	Increased
821	Forvis Mazars Wealth Advisors Springfield, Missouri	$286K	$0	1	0.05%	Maintained
822	TCM Twin Capital Management Mcmurray, Pennsylvania	$286K	+$281K	1	0.03%	New
823	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$279K	$0	1	0.1%	Maintained
824	AP Atwood & Palmer Kansas City, Missouri	$278K	$0	1	0.07%	Maintained
825	CONA Capital One National Association New York	$277K	-$209K	1	0.03%	Reduced