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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	HCM Herndon Capital Management Atlanta, Georgia	$0	-$203K	–	Closed
1002	HT HighTower Trust Houston, Texas	$0	-$2.87M	–	Closed
1003	HPA Hilltop Park Associates New York	$0	-$1.93M	–	Closed
1004	HCM Hodges Capital Management Dallas, Texas	$0	-$262K	–	Closed
1005	I IberiaBank Lafayette, Louisiana	$0	-$284K	–	Closed
1006	IRS Invictus RG (Singapore) Singapore	$0	-$28K	–	Closed
1007	KC Kingfisher Capital Charlotte, North Carolina	$0	-$30K	–	Closed
1008	Lazard Asset Management New York	$0	-$82.6M	–	Closed
1009	LSA L & S Advisors Los Angeles, California	$0	-$288K	–	Closed
1010	LM Luminus Management Houston, Texas	$0	-$5.36M	–	Closed
1011	LWM Lyons Wealth Management Winter Park, Florida	$0	-$254K	–	Closed
1012	MIM Macroview Investment Management Bethesda, Maryland	$0	-$2K	–	Closed
1013	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$2.15M	–	Closed
1014	MBT Monroe Bank & Trust Monroe, Michigan	$0	-$15K	–	Closed
1015	Nikko Asset Management Americas New York	$0	-$1.53M	–	Closed
1016	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$116K	–	Closed
1017	OI Oakbrook Investments Lisle, Illinois	$0	-$552K	–	Closed
1018	OCM Olstein Capital Management Purchase, New York	$0	-$2.65M	–	Closed
1019	PA Para Advisors New York	$0	-$5.32M	–	Closed
1020	PL Parkwood LLC Cleveland, Ohio	$0	-$118K	–	Closed
1021	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$60K	–	Closed
1022	PP PDT Partners New York	$0	-$1.86M	–	Closed
1023	Peconic Partners New York	$0	-$10.9M	–	Closed
1024	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.61M	–	Closed
1025	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$11M	–	Closed