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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	NCM Northroad Capital Management New York	$0	-$3.43M	0	–	Closed
1002	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$2K	0	–	Closed
1003	NAM NTV Asset Management Charleston, West Virginia	$0	-$219K	0	–	Closed
1004	Pathstone Family Office Englewood, New Jersey	$0	-$3K	0	–	Closed
1005	PP PDT Partners New York	$0	-$14M	0	–	Closed
1006	PIM Penobscot Investment Management Boston, Massachusetts	$0	-$204K	0	–	Closed
1007	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$0	-$330K	0	–	Closed
1008	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$1.12M	0	–	Closed
1009	QC QCM Cayman Houston, Texas	$0	-$205K	0	–	Closed
1010	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$1.53M	0	–	Closed
1011	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$213K	0	–	Closed
1012	RCM Rotella Capital Management Bellevue, Washington	$0	-$1.35M	0	–	Closed
1013	SIG Schooner Investment Group Wayne, Pennsylvania	$0	-$253K	0	–	Closed
1014	SCM Scopia Capital Management New York	$0	-$85K	0	–	Closed
1015	SAM Sentinel Asset Management Montpelier, Vermont	$0	-$385K	0	–	Closed
1016	SAM Shell Asset Management The Hague, Netherlands	$0	-$905K	0	–	Closed
1017	SCM Signia Capital Management Spokane, Washington	$0	-$495K	0	–	Closed
1018	SC Skylands Capital Milwaukee, Wisconsin	$0	-$735K	0	–	Closed
1019	TAM Third Avenue Management New York	$0	-$187K	0	–	Closed
1020	TWI Thomas White International Chicago, Illinois	$0	-$1.02M	0	–	Closed
1021	TIA Tiemann Investment Advisors Menlo Park, California	$0	-$218K	0	–	Closed
1022	TCM Tradewinds Capital Management Bellingham, Washington	$0	$0	1	0%	Maintained
1023	UFA US Financial Advisors Braintree, Massachusetts	$0	-$35K	1	0%	Reduced
1024	Vident Investment Advisory Alpharetta, Georgia	$0	-$2K	0	–	Closed
1025	Viking Global Investors Stamford, Connecticut	$0	-$209M	0	–	Closed