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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	ArrowMark Colorado Holdings Denver, Colorado	$0	-$541K	0	–	Closed
1002	AC Ascend Capital Orinda, California	$0	-$6.39M	0	–	Closed
1003	AssetMark Inc Concord, California	$0	+$66	1	0%	Increased
1004	ACP Aviance Capital Partners Naples, Florida	$0	-$475K	0	–	Closed
1005	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	$0	0	–	Closed
1006	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$506K	0	–	Closed
1007	Beck Mack & Oliver New York	$0	-$693K	0	–	Closed
1008	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$224K	0	–	Closed
1009	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$1.59M	0	–	Closed
1010	Boston Partners Boston, Massachusetts	$0	-$1.42M	0	–	Closed
1011	Brandes Investment Partners La Jolla, California	$0	-$149K	0	–	Closed
1012	BTNA Bremer Trust National Association St. Cloud, Minnesota	$0	-$240K	0	–	Closed
1013	Brighton Jones LLC Seattle, Washington	$0	-$318K	0	–	Closed
1014	CA CapWealth Advisors Franklin, Tennessee	$0	-$45K	0	–	Closed
1015	CCM Concourse Capital Management Atlanta, Georgia	$0	-$182K	0	–	Closed
1016	CCM Condor Capital Management Martinsville, New Jersey	$0	-$147K	0	–	Closed
1017	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$0	-$48.7M	0	–	Closed
1018	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$5.61M	0	–	Closed
1019	EIM Essex Investment Management Boston, Massachusetts	$0	-$342K	0	–	Closed
1020	EA Euclid Advisors Hartford, Connecticut	$0	-$24.1M	0	–	Closed
1021	FNYS First New York Securities New York	$0	-$286K	0	–	Closed
1022	FMA FNY Managed Accounts New York	$0	-$158K	0	–	Closed
1023	Fred Alger Management New York	$0	-$45.3M	0	–	Closed
1024	GLRA Gerald L. Ray & Associates Dallas, Texas	$0	-$203K	0	–	Closed
1025	GCA Gideon Capital Advisors New York	$0	-$2.77M	0	–	Closed