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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
1026	GCP GSA Capital Partners London, United Kingdom	$0	-$524K	0	–	Closed
1027	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$351K	0	–	Closed
1028	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$0	-$7K	0	–	Closed
1029	Hermes Investment Management London Uk, United Kingdom	$0	-$9.07M	0	–	Closed
1030	HHC Hutchin Hill Capital New York	$0	-$312K	0	–	Closed
1031	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	1	0%	Maintained
1032	KA KLCM Advisors Milwaukee, Wisconsin	$0	-$322K	0	–	Closed
1033	Klingenstein Fields & Co New York	$0	-$303K	0	–	Closed
1034	LSV Asset Management Chicago, Illinois	$0	-$228K	0	–	Closed
1035	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$210K	0	–	Closed
1036	Marshall Wace London, United Kingdom	$0	-$8.42M	0	–	Closed
1037	MBT Montecito Bank & Trust Santa Barbara, California	$0	-$84K	0	–	Closed
1038	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	1	0%	Maintained
1039	Nikko Asset Management Americas New York	$0	-$2.35M	0	–	Closed
1040	Nomura Holdings Tokyo, Japan	$0	-$1.67M	0	–	Closed
1041	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$2.06M	0	–	Closed
1042	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$235K	0	–	Closed
1043	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$322K	0	–	Closed
1044	PFS Physicians Financial Services Raleigh, North Carolina	$0	-$110K	0	–	Closed
1045	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$275K	0	–	Closed
1046	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$308K	0	–	Closed
1047	PIM Progressive Investment Management Lake Oswego, Oregon	$0	-$1.62M	0	–	Closed
1048	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$1.44K	0	–	Closed
1049	RFCA R&F Capital Advisors New York	$0	-$249K	0	–	Closed
1050	RB Rodgers Brothers Harmony, Pennsylvania	$0	-$390K	0	–	Closed