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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
1001	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$421K	0	–	Closed
1002	BPIM Brant Point Investment Management New York	$0	-$362K	0	–	Closed
1003	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$0	-$9K	0	–	Closed
1004	Bridgeway Capital Management Houston, Texas	$0	-$511K	0	–	Closed
1005	CCM Cai Capital Management New York	$0	-$754K	0	–	Closed
1006	CDH Charles D. Hyman	$0	-$213K	0	–	Closed
1007	CCM Condor Capital Management Martinsville, New Jersey	$0	-$183K	0	–	Closed
1008	CA Continental Advisors Park City, Utah	$0	-$273K	0	–	Closed
1009	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$238K	0	–	Closed
1010	CII CR Intrinsic Investors Stamford, Connecticut	$0	-$4.47M	0	–	Closed
1011	Davidson Kempner Capital Management New York	$0	-$6.32M	0	–	Closed
1012	DCM Dupont Capital Management Wilmington, Delaware	$0	-$471K	0	–	Closed
1013	DTL Dynamic Technology Lab Singapore	$0	-$268K	0	–	Closed
1014	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$386K	0	–	Closed
1015	FTI Fiduciary Trust International Lincoln, Massachusetts	$0	-$590K	0	–	Closed
1016	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$3.11M	0	–	Closed
1017	FQ First Quadrant Glendale, California	$0	-$1.29M	0	–	Closed
1018	Flow Traders U.S. New York	$0	-$3.83M	0	–	Closed
1019	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$0	-$5.09M	0	–	Closed
1020	GACM Green Arrow Capital Management New York	$0	-$1.06M	0	–	Closed
1021	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$0	$0	1	0%	Maintained
1022	HM Harvest Management New York	$0	-$303K	0	–	Closed
1023	HHC Hutchin Hill Capital New York	$0	-$309K	0	–	Closed
1024	IAM Impala Asset Management Palm Beach, Florida	$0	-$2.71M	0	–	Closed
1025	IT Independence Trust Franklin, Tennessee	$0	-$350K	0	–	Closed