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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
976	QAM QCI Asset Management Pittsford, New York	$1K	$0	1	0%	Maintained
977	SAM Shamrock Asset Management Dallas, Texas	$1K	+$1.1K	1	0%	New
978	HMS Hanseatic Management Services Albuquerque, New Mexico	$184	-$40.9K	1	0.01%	Reduced
979	abrdn Investment Management Edinburgh, United Kingdom	$0	-$17.8M	0	–	Closed
980	AHC Adams Hill Capital Westport, Connecticut	$0	-$11.4M	0	–	Closed
981	AWS Aris Wealth Services State College, Pennsylvania	$0	-$202K	0	–	Closed
982	Arrowstreet Capital Boston, Massachusetts	$0	-$18M	0	–	Closed
983	AIP ARS Investment Partners New York	$0	-$16.7M	0	–	Closed
984	Bailard Foster City, California	$0	-$737K	0	–	Closed
985	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$7.68M	0	–	Closed
986	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$30K	0	–	Closed
987	BCM BBT Capital Management Fort Worth, Texas	$0	-$3.83M	0	–	Closed
988	Blackhill Capital Morristown, New Jersey	$0	-$4K	0	–	Closed
989	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$2K	0	–	Closed
990	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$0	-$11K	0	–	Closed
991	Capital World Investors Los Angeles, California	$0	-$278M	0	–	Closed
992	Chilton Capital Management Houston, Texas	$0	-$109K	0	–	Closed
993	CBB Citizens Business Bank Ontario, California	$0	-$285K	0	–	Closed
994	CAM ClariVest Asset Management San Diego, California	$0	-$312K	0	–	Closed
995	CG Clinton Group New York	$0	-$835K	0	–	Closed
996	CWA Constellation Wealth Advisors New York	$0	-$423K	0	–	Closed
997	CL Croft-Leominster Baltimore, Maryland	$0	-$4.73M	0	–	Closed
998	Dana Investment Advisors Waukesha, Wisconsin	$0	-$243K	0	–	Closed
999	Davis Selected Advisers Tucson, Arizona	$0	-$1.3M	0	–	Closed
1000	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$0	-$223K	0	–	Closed