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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	% of Portfolio	Status
976	FNYS First New York Securities New York	$0	-$1.83M	–	Closed
977	FM Foster & Motley Cincinnati, Ohio	$0	-$246K	–	Closed
978	FP Foundry Partners Minneapolis, Minnesota	$0	-$1.54M	–	Closed
979	FWM Frontier Wealth Management Kansas City, Missouri	$0	-$279K	–	Closed
980	GPC Glacier Peak Capital Bellevue, Washington	$0	-$1.33M	–	Closed
981	GIP Granite Investment Partners El Segundo, California	$0	-$719K	–	Closed
982	GC Gratry & Company Beachwood, Ohio	$0	-$5.61M	–	Closed
983	Grimes & Company Westborough, Massachusetts	$0	-$237K	–	Closed
984	GCM Grisanti Capital Management New York	$0	-$10.1M	–	Closed
985	HA Harfst & Associates Sheridan, Wyoming	$0	-$22K	–	Closed
986	HFM Hartford Financial Management Hartford, Connecticut	$0	-$60K	–	Closed
987	HC Hawkins Capital Houston, Texas	$0	-$6.75M	–	Closed
988	Highbridge Capital Management New York	$0	-$351K	–	Closed
989	HH Hilltop Holdings Dallas, Texas	$0	-$214K	–	Closed
990	IAS IMA Advisory Services Denver, Colorado	$0	-$116K	–	Closed
991	IHL Investment House LLC Redondo Beach, California	$0	-$5.49M	–	Closed
992	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$0	-$240K	–	Closed
993	JP Jana Partners New York	$0	-$37.1M	–	Closed
994	KP Keel Point Huntsville, Alabama	$0	-$223K	–	Closed
995	Kennedy Capital Management St Louis, Missouri	$0	-$1.05M	–	Closed
996	KCM Kensico Capital Management Greenwich, Connecticut	$0	-$7.93M	–	Closed
997	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$513K	–	Closed
998	Klingman & Associates New York	$0	-$21K	–	Closed
999	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$1.82M	–	Closed
1000	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$3.85M	–	Closed