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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
1001	AIM Acuity Investment Management Toronto, Ontario, Canada	$0	-$120K	–	Closed
1002	Addenda Capital Montreal, Quebec, Canada	$0	-$212K	–	Closed
1003	AGF Investments Inc Toronto, Ontario, Canada	$0	-$811K	–	Closed
1004	AL Agran Libbie Santa Monica, California	$0	-$252K	–	Closed
1005	AT Arden Trust Wilmington, Delaware	$0	-$1.57M	–	Closed
1006	ACM Argent Capital Management St Louis, Missouri	$0	-$252K	–	Closed
1007	ATC Argent Trust Company Ruston, Louisiana	$0	-$288K	–	Closed
1008	ARTA A.R.T. Advisors New York	$0	-$451K	–	Closed
1009	AC Ascend Capital Orinda, California	$0	-$5.39M	–	Closed
1010	Atlantic Union Bankshares Glen Allen, Virginia	$0	-$5K	–	Closed
1011	Avalon Investment & Advisory Houston, Texas	$0	-$775K	–	Closed
1012	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$1.67M	–	Closed
1013	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$4.47M	–	Closed
1014	Bradley Foster & Sargent Hartford, Connecticut	$0	-$222K	–	Closed
1015	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$2.04M	–	Closed
1016	BMM Buffington Mohr McNeal Boise, Idaho	$0	-$1.04M	–	Closed
1017	CCM Carderock Capital Management Chevy Chase, Maryland	$0	-$9K	–	Closed
1018	Causeway Capital Management Los Angeles, California	$0	-$13.8M	–	Closed
1019	Caxton Associates (New York) New York	$0	-$2.25M	–	Closed
1020	CIP Centerline Investment Partners New York	$0	-$5.26M	–	Closed
1021	CF Cypress Funds Los Angeles, California	$0	-$16.3M	–	Closed
1022	DI Dalton Investments Las Vegas, Nevada	$0	-$225K	–	Closed
1023	DCCA D.C. Capital Advisors New York	$0	-$15M	–	Closed
1024	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$0	-$279K	–	Closed
1025	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$1.24M	–	Closed