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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	BAM Bruderman Asset Management Locust Valley, New York	$0	-$31K	0	–	Closed
1027	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	-$5K	0	–	Closed
1028	Capstone Investment Advisors New York	$0	-$747K	0	–	Closed
1029	CI Global Investments Oakland, California	$0	-$15.6M	0	–	Closed
1030	CC Cipher Capital New York	$0	-$1.09M	0	–	Closed
1031	CG Clinton Group New York	$0	-$2.46M	0	–	Closed
1032	CCP Corient Capital Partners Newport Beach, California	$0	-$1.77M	0	–	Closed
1033	Driehaus Capital Management Chicago, Illinois	$0	-$299K	0	–	Closed
1034	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$576K	0	–	Closed
1035	EP Edinburgh Partners Edinburgh, United Kingdom	$0	-$78K	0	–	Closed
1036	Element Capital Management New York	$0	-$268K	0	–	Closed
1037	Engineers Gate Manager New York	$0	-$806K	0	–	Closed
1038	Fiduciary Trust Boston, Massachusetts	$0	-$209K	0	–	Closed
1039	FRM Fox Run Management Greenwich, Connecticut	$0	-$815K	0	–	Closed
1040	Fuller & Thaler Asset Management San Mateo, California	$0	-$148K	0	–	Closed
1041	GC Gilbert & Cook West Des Moines, Iowa	$0	-$374K	0	–	Closed
1042	GA Glenhill Advisors New York	$0	-$38.7M	0	–	Closed
1043	HA Harfst & Associates Sheridan, Wyoming	$0	-$139K	0	–	Closed
1044	Hermes Investment Management London Uk, United Kingdom	$0	-$10.6M	0	–	Closed
1045	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$0	-$5.68M	0	–	Closed
1046	HP Holowesko Partners Nassau, Bahamas	$0	-$1.47M	0	–	Closed
1047	I.G. Investment Management Winnipeg, Manitoba, Canada	$0	-$101M	0	–	Closed
1048	IIC Ironwood Investment Counsel Scottsdale, Arizona	$0	-$743K	0	–	Closed
1049	JCM Jag Capital Management St Louis, Missouri	$0	-$8.23M	0	–	Closed
1050	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$0	$0	1	0%	Maintained