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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	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.49M	–	Closed
1002	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$233K	–	Closed
1003	Pacer Advisors Malvern, Pennsylvania	$0	-$654K	–	Closed
1004	PAIA Park Avenue Institutional Advisers New York	$0	-$173K	–	Closed
1005	PEAK6 Group Chicago, Illinois	$0	-$279K	–	Closed
1006	Perpetual Ltd Sydney, New South Wales, Australia	$0	-$203K	–	Closed
1007	PointState Capital New York	$0	-$3.01M	–	Closed
1008	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$791K	–	Closed
1009	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	-$4K	–	Closed
1010	RIG Roosevelt Investment Group New York	$0	-$3.37M	–	Closed
1011	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$522K	–	Closed
1012	SCA Secor Capital Advisors New York	$0	-$221K	–	Closed
1013	Sequoia Financial Advisors Akron, Ohio	$0	-$966K	–	Closed
1014	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$27K	–	Closed
1015	SEC Seven Eight Capital New York	$0	-$63K	–	Closed
1016	SIM Spark Investment Management New York	$0	-$180K	–	Closed
1017	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$0	-$212K	–	Closed
1018	SL Summitry LLC Foster City, California	$0	-$621K	–	Closed
1019	TNB Thomasville National Bank Thomasville, Georgia	$0	-$646K	–	Closed
1020	TF Tompkins Financial Ithaca, New York	$0	-$131K	–	Closed
1021	TGI Tradewinds Global Investors Los Angeles, California	$0	-$247K	–	Closed
1022	TI Turner Investments Berwyn, Pennsylvania	$0	-$603K	–	Closed
1023	VIA Vantage Investment Advisors State College, Pennsylvania	$0	-$12K	–	Closed
1024	VF Virtu Financial New York	$0	-$470K	–	Closed
1025	WB Webster Bank Waterbury, Connecticut	$0	-$269K	–	Closed