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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
826	TCB Texas Capital Bancshares Dallas, Texas	$237K	+$27.2K	1	0.14%	Increased
827	PEAK6 Group Chicago, Illinois	$236K	+$238K	1	0%	New
828	TC Telemus Capital Southfield, Michigan	$233K	$0	1	0.06%	Maintained
829	MCM McKinley Capital Management Anchorage, Alaska	$230K	-$160K	1	0.01%	Reduced
830	LPT Legacy Private Trust Neenah, Wisconsin	$226K	-$41.3K	1	0.03%	Reduced
831	NL NWAM LLC Mercer Island, Washington	$225K	+$45K	1	0.08%	Increased
832	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$224K	$0	1	0.01%	Maintained
833	ECM Everence Capital Management Goshen, Indiana	$223K	$0	1	0.08%	Maintained
834	Grimes & Company Westborough, Massachusetts	$222K	$0	1	0.06%	Maintained
835	NAM Nichols Asset Management Sudbury, Massachusetts	$220K	$0	1	0.05%	Maintained
836	BAM Barrett Asset Management New York	$215K	+$241K	1	0.02%	New
837	GIS Guardian Investor Services New York	$214K	-$11.1K	1	0.17%	Reduced
838	CCB Cutter & Co Brokerage Ballwin, Missouri	$211K	+$14.2K	1	0.08%	Increased
839	SCA Secor Capital Advisors New York	$211K	+$206K	1	0.12%	New
840	MBT Montecito Bank & Trust Santa Barbara, California	$210K	+$4.89K	1	0.13%	Increased
841	PCM Parsons Capital Management Providence, Rhode Island	$207K	$0	1	0.03%	Maintained
842	DSI Daiwa SB Investments Tokyo, Japan	$205K	-$12.3M	1	0.03%	Reduced
843	AIM Acuity Investment Management Toronto, Ontario, Canada	$203K	+$227K	1	0.16%	New
844	AMG National Trust Bank Greenwood Village, Colorado	$203K	-$44.8K	1	0.02%	Reduced
845	GLRA Gerald L. Ray & Associates Dallas, Texas	$203K	-$35.5K	1	0.03%	Reduced
846	YMRC Yorktown Management & Research Company Forest, Virginia	$203K	$0	1	0.04%	Maintained
847	Legal & General Group London, United Kingdom	$199K	+$213K	2	0%	New
848	EARNEST Partners Atlanta, Georgia	$192K	$0	1	0%	Maintained
849	CCM Concourse Capital Management Atlanta, Georgia	$182K	$0	1	0.11%	Maintained
850	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$174K	+$32.4K	1	0%	Increased